Marketing & Events Assistant

This professional is responsible for providing the highest level of support and service in meeting the day-to-day marketing operational client service and business development needs of one or more Financial Advisors in a Baird branch office. They will also work with other associates to meet the client service and operational needs of the branch at large. These associates will align their efforts to drive the success of their team(s) the branch and the business.

As a Marketing & Events Assistant you will :

• Establish an ongoing partnership with the dedicated Wealth Center marketing specialist to collaborate and share recommendations and best practices to drive FA / team business growth.
• Work with Financial Advisor(s) to create and implement a client service model using CRM that ensures regular client touchpoints and services by the team to deliver an exceptional client experience.
• Drive and execute on the digital and social media strategy for Financial Advisor(s) / team including making updates to FA Websites social media properties such as LinkedIn Twitter Facebook etc. where applicable.
• Proactively review client / prospect social media to gather additional information to share with the team.
• Organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists designs material and seminar / meeting content coordinates PowerPoint presentations and follows through with client contact.
• Work with Financial Advisor(s) to directly generate new business and maintain / increase existing client relationships through various techniques including developing systems for cross-referencing and / or cross selling that enhance client satisfaction build client retention and create client loyalty.

Client Service

What makes this opportunity great :

What we look for :

#LI-PWM3

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.

Key Skills

Marketing,Google Docs,MailChimp,Adobe Creative Suite,Constant Contact,Microsoft Powerpoint,Market Research,Adobe Photoshop,Social Media Management,Adobe Illustrator,Wordpress,Adobe Indesign

Employment Type : Full-Time

Experience : years

Vacancy : 1