Job Summary

We are looking for a dynamic Marketing Leader to analyze, develop and implement marketing strategies to align with the company’s growth plan; lead and execute key marketing areas including brand equity and engagement, public relations, digital advertising, and business development are in line with corporate strategy.  The Marketing Vice President will have primary leadership in developing and implementing digital and offline marketing strategies to strengthen client acquisition and retention.  Additionally the Vice President of Marketing works very closely with the wealth management and BAS (Business Advisory Services) team to generate and manage leads to qualify prospects and help facilitate moving them through the sales process for the purpose of achieving the company’s business plan goals. In addition, a key responsibility is to maintain a working knowledge of the industry market trends and competitors to assist in development of sales and marketing strategies and action plans.  

The ideal candidate will be an experienced professional with prior experience working with an RIA and able to employ unique marketing techniques. He/She will be a skilled marketing strategist and able to drive creativity while increasing the company’s brand engagement and maximizing revenues.

Principal Accountabilities

• Develop marketing plans and initiatives to support strategic direction and align business plans with organizational objectives,
• Use various online tactics to increase visibility, content engagement and drive client retention and acquisition and service usage;
• Develop and implementing strategies to strengthen the company’s market presence & brand equity
• Determine the organization’s media goals and objectives and overseeing the execution of media plans and programs.
• Initiate and lead the coordinating, planning and implementation around company events and sponsorships – virtual or in-person aimed to drive new leads. Organizing the production of branded items such as collateral materials and event signage. Maintains relationships with external partners/associations, acting as a point of contact for practice areas. Negotiates sponsorship benefits, coordinates the activation and renewal of sponsorship programs, and key deliverables.
• Lead the implementation of multi-channel campaigns designed to engage and nurture audiences and drive demand in support of firm goals. Tracks success of marketing campaigns and makes recommendations for improving results in future campaigns.
• Facilitates the development and distribution of digital communications, including setting up campaigns and marketing lists in CRM, recommending suggestions of content and design from Managing Principal and other staff members.
• Takes a lead role in the maintenance of our CRM system and tracks success of marketing campaigns and online activities. Maintains expert level of knowledge in CRM and capable of training practice staff in appropriate use of systems to support practice development efforts and tracks data and analytical details.
• Drafts social media, internal and external communications, and develops related technology workflows.
• Develop and execute the strategy for earned content to support the overall brand positioning and business development efforts
• Oversee marketing budget and allocate resources amongst projects
• Closely monitor marketing performance / analytics. Prepare and submit executive report
• Analyze research, data, technology, and other metrics to understand user intent and measure outcomes for ongoing optimization.

Minimum Qualifications

• Experience: 5+ years of marketing experience working as a consultant or in a leadership position, working knowledge and experience with branding, digital marketing, digital analytics, website design, and copywriting expertise strongly preferred.
• Degree in business administration, marketing, communications or related field strongly preferred.
• Strong understanding of digital marketing channels such as Search, and Display
• Prior leadership experience in Marketing, Sales, Public Relations and/or Operations with steep marketing business acumen preferred.
• Financial Services experience; preferably with an RIA firm
• Strong understanding of affluent market needs and demands

Skills

• Good understanding of current online marketing techniques and best practices
• Excellent time management and organizational skills, with the ability to multitask multiple projects/tasks and re-prioritize as needed.
• Experience with CRM and marketing automation software a plus.
• Thorough knowledge of web analytics (e.g. Google Analytics, WebTrends etc.) and Google Adwords
• Versatility, flexibility, and a willingness to work within constantly changing priorities.
• Proven ability to handle multiple projects and meet deadlines.
• Strategic leadership skills a plus

CIG Capital Advisors is an equal opportunity employer that offers a competitive salary and a comprehensive benefits package.

                            For consideration, please forward your resume to: HR@cigcapitaladvisors.com

Position Summary

We have an excellent opportunity a for Client Services Associate position on our team.  This position plays a vital role in supporting clients across diverse business units.

The successful candidate will primarily assist CIG senior leadership teams with activities related to servicing high net worth clients, relationship management, and sales support.  The Client Services Associate plays an active role in financial plan proposal development, client service meetings content preparation and follow up, prospecting process, research and analysis in supporting client identification of investment objectives, available products and services for clients to achieve their financial goals.

Principal Responsibilities

Wealth Management Support

 – Support Senior Wealth Managers in managing the financial planning process for the firm’s wealth management clients.
– Creation of presentation materials and reports for client meetings and assistance with subsequent follow-up. 
–  Collaborating with marketing on collateral materials.
– Support Senior Wealth Managers with referral source management.

Client Service Support

– Communication and follow-up with clients as directed by senior level staff members.
– Assist in providing professional consulting/advisory services and solutions to clients through the development, delivery, and

   implementation of advanced planning techniques across business lines.
 – Prepare, audit and process client account applications and other required documents.