Senior Advisor Marketing Specialist - SigniFI Elite Advisor Brands

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Dallas, TX
5-7 Years Experience
Fintech
The Role

We love finance, software, and (believe it or not), taxes - that's why we love what we do! At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable insight from our career history to achieve the Avantax mission. As a team, we work together to make a real impact and have a lot of fun along the way. Our collaborative work features decades of expertise in wealth management.

We bring our unique experiences together to form the heart of Avantax - working in unison toward the goal of creating services that make it easy for clients and professionals to pursue their financial and business goals. At Avantax, we are committed as a company and individuals to the diversity, equity and inclusion of our clients, team members and the communities in which we work.

Are you an innovative problem-solver who's eager to take on new challenges, collaborate with diverse team members and achieve excellence? If so, life at Avantax may be the opportunity for you.

Position Summary

Avantax is seeking a Senior Advisor Marketing Specialist - SigniFI Elite Advisor Brands who will be responsible for leading brand research and integrated, strategic marketing campaigns with an emphasis on illustrating return-on-investment for all advisory firms in their care.

Essential Duties & Responsibilities

The major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

  • Build, maintain, and grow relationships with 5-7 member firms so they come to trust, value, and rely on our input and expertise.
  • Remain in regular communication with all assigned advisors - proactively offering ideas and solutions to achieve their business goals.
  • Lead brand research and strategic planning projects for assigned advisors in conjunction with the director of SigniFI.
  • Develop target personas for marketing efforts and represent the voice of the consumer in advisor communications.
  • Oversee the implementation of marketing plans according to advisors' brand standards and approved strategies; address and resolve any inconsistencies with Avantax's marketing and compliance standards and requirements.
  • Write and edit blogs, emails, newsletters, social media posts, and other technical marketing copy.
  • Facilitate media outreach and event planning projects according to advisors' strategies.
  • Continuously grow in the knowledge of digital marketing tactics such as social media, search engine optimization, and inbound marketing.
  • Onboard, train, and mentor new marketing team members as instructed.
  • Report return-on-investment for advisor marketing efforts.
  • Communicate significant challenges, needs, or opportunities to the director of SigniFI and actively contribute solutions.
  • Support the director of SigniFI with prospecting and business development efforts as needed.
  • Other duties as defined.

Education & Experience

  • 6+ years of experience in the marketing industry.
  • Bachelor's degree in journalism, public relations, marketing, communications, or related field.
  • Exceptional written and verbal communication skills, including knowledge of AP Style.
  • Familiarity with content management systems, analytics tracking, client relationship management tools, and social media and email marketing platforms.
  • Experience with qualitative and quantitative research methodology.
  • Strong proficiency in a variety of computer applications such as Word, Excel, PowerPoint, and Outlook.

Physical Demands & Work Effort

  • Keying/typing, standing, walking.
  • Sitting for an extended period.
  • Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.
  • The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.
  • Compliance with company attendance standards.

Comprehensive Benefits

We offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with the company.

#Avantax

At Avantax®, we believe our work benefits from the diverse perspectives of our employees. As such, Avantax welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Avantax, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Avantax and its business lines, Avantax Wealth Management® and Avantax Planning Partners℠ are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law.

Avantax considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.

If you need assistance or accommodation due to a disability, you may contact us at [email protected], or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.

The Company
HQ: Dallas, TX
501 Employees
On-site Workplace

What We Do

Avantax® offers a tax-advantaged approach for comprehensive financial planning. Avantax technology, tax and wealth management insights are used by a network of approximately 3,600 independent Avantax Financial Professionals (as of June 30, 2021), to uncover and tailor opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Avantax is part of the wealth management segment of Blucora, Inc. (NASDAQ: BCOR), which had a collective $88 billion in total client assets as of June 30, 2021.

Avantax is ranked 13th among independent broker-dealer firms, based on Avantax total revenue as of Dec. 31, 2020 (Source: Financial Planning magazine’s IBD Elite 2021, which ranked the top 46 independent broker-dealers based on annual revenue. Avantax reported total revenue of $546.2 million as of Dec. 31, 2020).

Want to find out more about Avantax and our multiple affiliation models for Financial Professionals, tax pros and accounting firms?

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