Marketing Coordinator Private Wealth Management
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Job Location:
Milwaukee, WI - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
About the Role:
The Private Wealth Management (PWM) Marketing team within Marketing & Communications (M&C) is seeking a Marketing Coordinator responsible for supporting the revenue growth for the PWM business. The role will primarily support the PWM Marketing Consultants and includes day-to-day interface with PWMs Financial Advisors and providing tactical marketing execution support. The individual will also be exposed to PWMs Wealth Solutions Group initiatives and the content that is made available for Financial Advisor use. Excellent customer service and communication skills along with organizational and project management skills are important to success.
In partnership with the full PWM Marketing team the role will fully embrace the I Lead We Own mentality. We ALL support the growth of the PWM business through collaboration and celebrating team wins. This is a hybrid role in office Monday - Thursday in Milwaukee.
The Impact Youll Make:
Actively support inbound marketing requests and field questions from Financial Advisor teams pointing to existing resources and/or creating new collateral.
Collaborate with key partners in M&C to support and execute projects and initiatives for Financial Advisors and PWM branches.
Support the Marketing Consultants strategic marketing conversations and initiatives with Financial Advisors and Branch Leaders through project execution and meeting coordination and follow-ups.
Serve as a technical expert and problem solver on PWM Marketings core tools and technology platforms (Digital MKTG HQ and Marketing On Demand).
Lead the development and ongoing updates to Financial Advisors marketing tools including brochures pitchbooks print ads and their digital presence (website email marketing social media).
Provide ongoing event support in partnership with the Corporate Events team for Financial Advisors and branches. This includes creating event invitations coordinating prep calls and creating any necessary collateral in support of the event.
Partner with the Wealth Solutions Group Coordinator to support ongoing content needs and strategies for the Financial Advisors to effectively and efficiently leverage in support of their clients.
Actively measure through quantitative and qualitative means the recommended marketing strategies and tactics to understand what did and didnt work to ultimately inform the next best step.
What Youll bring to Baird:
Bachelors degree in Business Marketing or Communications.
2 years of marketing communications experience which may include full-time or internships
Strong commitment to providing exceptional customer service with excellent people/communication skills.
Previous experience working with field sales representatives clients and/or Financial Advisors on marketing support is a plus. Exposure to website CMS programs and email marketing tools preferred. Experience with self-service design tools (i.e. Canva) considered a plus.
Ability to handle objections diplomatically while maintaining positive relationships.
Excellent organizational and project management skills - ability to prioritize daily workflow to effectively meet deadlines.
Ability to work independently in a fast-paced team environment with minimal supervision.
Ability to work effectively and collaboratively in a team environment and with employees at all levels of the firm.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.
Required Experience:
IC
Key Skills
- Graphic Design
- Marketing
- MailChimp
- Microsoft Publisher
- Adobe Creative Suite
- Constant Contact
- Email Marketing
- Adobe Photoshop
- Social Media Management
- Adobe Illustrator
- Wordpress
- Adobe Indesign
About Company
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients.
