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Marketing Project Manager, Highland Capital Brokerage

Advisor Group locationBirmingham, AL
28 positions

Web Mktg Technology Specialist

Advisor Group locationBirmingham, AL
28 positions
info linkReport a probelm Originally Posted : January 21, 2021 | Expires : February 20, 2021


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Job Location
Birmingham, AL, United States


Marketing Opportunity in Financial Services

Marketing Project Manager, Highland Capital Brokerage  

Location:          ALL LOCATIONS & REMOTE


We have an opportunity for a Marketing Project Manager within Highland Capital Brokerage, a member of Advisor Group. The Marketing Project Manager will lead the implementation of marketing programs and campaigns designed to promote the company as well as advisor brands. This job plays a pivotal role leading projects from beginning to end and facilitating communication between all stakeholders. Marketing campaigns leverage a full range of media, such as print, blogs, websites, landing pages, videos, emails, social media, and more for professional B2B and B2C audiences.

This position will support marketing projects in two key areas: Business channel marketing and advisor marketing. Business channel marketing focuses on the promotion and development of Highland's distribution channels, brand, and awareness. It will manage projects and execution in close alignment with sales teams. This highly visible role partners with senior distribution channel leaders across the company. As an advisor marketer, the Marketing Project Manager crafts targeted marketing campaigns to consumers in order to drive business for advisors. This includes one-on-one consultations with advisors to assess and manage their individual objectives followed by assistance strategizing and delivering an effective marketing plan.


  • Lead marketing projects from inception to completion for multiple business channels and advisors
  • Own project management queue for campaigns and advisor request: prioritize and gate-keep all marketing project requests from larger, multi-piece campaigns
  • Work with marketing manager to schedule campaigns via the marketing calendar, regularly update team on project status, and request queue, as well as monitor shared inbox
  • Liaise with design team, creatively understanding the vision and goal of the final product
  • Evaluate advisor practices and follow-up on strategic marketing support to ensure advisor marketing goals and objectives are met
  • Execute marketing plans that support the rollout of new products, technologies, and services
  • Contribute to content development for business channel and advisor campaigns
  • Measure, analyze, and help adjust the effectiveness of campaigns while being a positive and supportive team player
  • All other duties as assigned

Education and License Requirements:

  • Bachelor's Degree from accredited university is required


Basic Requirements:

  • 3+ years of experience in marketing, project management, or related field
  • Proven project management skills, excellent organization, attention to detail, and multi-tasking abilities remotely
  • Ability to create systems, follow processes, stay organized, and meet deadlines
  • Demonstrated ability to think creatively to produce strategic business solutions for a variety of target audiences from mass market/emerging affluent to ultra-high-net-worth
  • Experience with inbound marketing tactics including blogging, social media, video content creation, content upgrades, and email campaigns
  • Clear and concise communicator with strong attention to detail, editing, and proofreading skills
  • Dynamic interpersonal and customer service skills
  • Possess a working knowledge of SEO
  • Experience with Squarespace
  • Passion for sales and marketing
  • Passion for learning more about financial services

Preferred Requirements:

  • Ability to work remotely (office location possible)
  • CRM experience
  • Experience in the financial industry, life insurance, or annuities

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