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Manager, Advisor Marketing

4 months ago

Toronto, Canada Richardson Wealth Ltd Full time

**About Us**:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

**Where we’re going**:
We want to be the brand of choice for Canada’s top advisors and their high-net-worth clients. We also have an ambitious growth strategy to triple our Assets under Administration (AUA) to $100 billion by 2025.

To reach our goals, we are making strategic investments in technology, real estate and, most importantly, our people.

Position Overview
The Manager, Advisor Marketing oversees advisor marketing services and initiatives including the management of the marketing account manager team and customized marketing solutions. At Richardson Wealth the advisor is our client and this role is instrumental in enhancing the advisor experience with marketing. In addition, the Manager, Advisor Marketing helps to ensure that all marketing materials follow brand standards, regulatory requirements and internal guidelines.

**Responsibilities**:

- Lead the advisor marketing services team in supporting the firm’s advisor teams marketing needs across the country. Coaching and supporting the team to successfully deliver impactful collateral, approvals and other needs in a timely manner
- Management of account marketing services including customized marketing materials development and execution. This includes ensuring the receipt of requests, coordinating design and copy writing with internal and external resources as well as the multi-pronged sign-off process.
- Track and monitor projects and outreach using a CRM and help provide VP, Marketing with a quarterly analysis of marketing metrics and share findings with team to aid in streamlining best practices and improved efficiencies
- Manage specific marketing vendors and contractual designers and writers that support advisor marketing services
- Manage marketing compliance requirements for advisors. Work with Wealth Compliance Advisors and Branch Management to assure timeliness of approvals and change management of requirements as needed
- Maintains accurate records of quotes, budget, and branch compliance and marketing sign-offs for customized Marketing, including all supporting documentation and various design files
- Approve, tracks and liaises with the finance department on an ongoing basis regarding all Marketing department expenditures, vendor invoices and chargebacks to advisors
- Some travel may be required

**Qualifications**:

- 7+ years in a senior marketing role working with advisors or in the finance sector, ideally wealth management
- Understands the power of team and is able to work well with employees across the firm
- Ability to work with leadership team, communicate effectively and present to a group as needed
- Ability to think strategically combined with excellent attention to detail and strong analytical and organizational skills
- Excellent communication skills, both verbal and written
- Experienced leader with proven ability to juggle multiple projects in an energetic, fast-paced environment
- Resourceful self-starter with ability to jump in and ramp up quickly
- Client focused and results-oriented
- Bilingual in English and French would be an asset

Education
- College or university required
- Marketing or creative discipline diploma preferred
- CSI certification an asset

**Why Apply**:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, understanding and energy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, customer-focused, and customer-centric?

If so, we’re ready to invest in you.

We proudly support the Black Opportunity Fund, Pride at Work Canada, and Women’s Executive Network.