Advisor Marketing Consultant Philadelphia, PA

Janney is an award-winning full-service financial services firm committed to understanding our clients needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

Reporting to Manager Advisor Marketing & Communication the Advisor Marketing Consultant will support the marketing initiatives of Janneys Financial Advisors and their teams (Private Client Group) through developing multi-channel marketing and client communication campaigns. This role also collaborates closely with key business partners to support advisors in assessing readiness for activating lead generation and prospecting programs ensuring alignment to growth strategy and effective conversion into long-term addition the Advisor Marketing Consultant will serve as liaison to communicate priority content platform updates and best practices to Janneys Financial Advisors and their teams.



What you are good at:

Marketing Consulting- Uncovers key objectives and develops multi-faceted marketing plans for Janneys financial advisors and their teams. Has a strong results-oriented desire to measure and optimize for success.
Relationship Management & Collaboration- Builds strong collaborative relationships with Janney financial advisors and internal business partners by being responsive reliable and solutions-oriented. Acts as a trusted partner to advisors supporting their marketing client communication and business growth.
Communication & Presentation Skills- Delivers clear confident presentations that inform financial advisors of how to leverage marketing tools and industry and firmwide best practices to help grow their business. Adapts communication style to the audience and consistently builds trust through professionalism and clarity.


Responsibilities:

Influence advisor-led growth by guiding advisors to adopt growth-oriented marketing strategies firm programs and platforms through consultative engagement and field-based support
Serve as dedicated marketing consultant for Janneys financial advisors spending significant time in the field engaging directly with advisors to influence adoption of marketing strategies programs and growth initiatives
Support recruitment and transition of financial advisors by presenting Janneys marketing offerings Collaborate with internal business partners such as Private Client Group and Wealth Management to align support for financial advisors in home-office visits and preparing client announcement materials (in-organic growth)
Work with Janneys financial advisors and teams to establish and meet project goals and deadlines
Conceptualize facilitate and help to implement marketing deliverables which may include client letters and emails newsletters announcements event invitations seminar materials brochures advertisements press releases social media posts website content and more
Use available marketing tools and third-party vendors to support financial advisors strategic business goals
Communicate project status and updates to Financial Advisors and teams
Track report on and analyze advisor marketing and lead generation activity to provide actionable insights tied to engagement adoption and growth outcomes informing advisor guidance and continuous improvement
Exercise thoughtfulness with regards to regulatory requirements set forth by FINRA and the SEC and internal Janney policies
Fulfill other Marketing & Corporate Communication projects as assigned with the purpose of advancing initiatives maximizing efficiency or otherwise furthering our support of Janneys growth


What You Have:

5 years of advisor-facing marketing consulting or financial services experience with demonstrated ability to operate as a senior consultative partner to financial advisors
Demonstrated experience consulting with and influencing senior professionals and business owners guiding strategic marketing decisions and driving adoption of growth-oriented marketing practices
Experience advising professionals on lead generation prospecting or client acquisition programs including aligning tactics to strategy and improving conversion through disciplined follow-up
Client-service oriented positive demeanor able to handle high volume multiple priorities
Excellent communication organizational and problem-solving abilities
Superior time management and organization; expertise in meeting tight deadlines and tracking projects delivered
Takes initiative and is self-motivated
Proficient writing editing and proofreading skills
Proficient in Workfront Project Management software preferred not required
Proficient in MS Office Suite: Word Excel PowerPoint
Proficient in LinkedIn Facebook Instagram
Working knowledge of AdvisorStream Salesforce Constant Contact Google My Business Google Analytics and/or GoDaddy preferred not required
Exhibits strong interpersonal skills carries superior commitment to client service and maintains professionalism


Work Environment:

This role will be hybrid with the individual will working approximately three days per week in-office or Janney branch.
Position includes up to 30-40% travel including regular branch visits in-person advisor meetings and regional trainings to support growth initiatives and advisor engagement.


Why work for us

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employees life we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave generous Paid Time Off eligibility for a $2000 referral bonus Employee Ownership and Professional Development Assistance Plan designed to help you make the most of your life at work and at hometoday and in the future. Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients needs and providing advice beyond are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. Weve earned the Great Place to Work certification which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive our firm is more successful.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.



Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.