Marketing Manager

Description:

Blucora has a bold aspiration: we are committed to giving all people the tools needed to lead healthy financial lives - tools often reserved for the wealthy.
We now turn to the next leg, developing the technological tools that make our vision of financial health for all a reality. Atypical for the financial services industry, we take a contemporary approach to strategy and product development that is founded in user insights, rapid testing, and a singular focus on driving end-user value.

Since charting new territory daily is part of everyone's job at Blucora, we've attracted team members who thrive on the challenge, encourage each other, and are passionately committed to the goal. If you agree that problem-solving is a team sport, and feel energized by a good debate, deep-dive research, or a fun night out with colleagues, we might be the right firm for you!

POSITION SUMMARY

Avantax Wealth Management, subsidiary of Blucora and sister company to Avantax Planning Partners and TaxAct, is seeking a Marketing Manager. The Marketing Manager is responsible for leading brand research and integrated, strategic marketing campaigns with an emphasis on illustrating return-on-investment for all advisory firms in their care.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Build, maintain, and grow relationships with 5-7 member firms so they come to trust, value, and rely on our input and expertise

• Remain in regular communication with all assigned advisors – proactively offering ideas and solutions to achieve their business goals

• Lead brand research and strategic planning projects for assigned advisors in conjunction with the director of SigniFI

• Develop target personas for marketing efforts and represent the voice of the consumer in advisor communications

• Oversee the implementation of marketing plans according to advisors’ brand standards and approved strategies; address and resolve any inconsistencies with Avantax' marketing and compliance standards and requirements

• Write and edit blogs, emails, newsletters, social media posts and other technical marketing copy

• Facilitate media outreach and event planning projects according to advisors’ strategies

• Continuously grow in knowledge of digital marketing tactics such as social media, search engine optimization, and inbound marketing

• Onboard, train, and mentor new marketing team members as instructed

• Report return-on-investment for advisor marketing efforts

• Communicate significant challenges, needs, or opportunities to the director of SigniFI and actively contribute solutions

• Support the director of SigniFI with prospecting and business development efforts as needed

• Other duties as assigned

• Bachelor’s degree in journalism, public relations, marketing, communications, or related field

• Exceptional written and verbal communication skills, including knowledge of AP Style

• Familiarity with content management systems, analytics tracking, client relationship management tools, and social media and email marketing platforms

• Experience with qualitative and quantitative research methodology

• Strong proficiency in a variety of computer applications such as Word, Excel, PowerPoint and Outlook.

COMPETENCIES

Knowledge

• Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

• Sales and Marketing — Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics and sales techniques.

• Communications and Media — Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.

• Sales Environment – Understand the mindset and operations of independent sales professionals, especially brokers and tax professionals. Familiarity with seasonality, client relationship management techniques and variable compensation principles.

• Speaking — Talking to others to convey information effectively.

• Writing — Communicating effectively in writing as appropriate for the needs of the audience.

• Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

• Persuasion — Persuading others to change their minds or behavior.

• Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

• Coordination — Adjusting actions in relation to others' actions.

• Clerical — Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.

• Law and Government — Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.

• All 14 displayed

• Oral Expression — The ability to communicate information and ideas in speaking so others will understand.

• Written Expression — The ability to communicate information and ideas in writing so others will understand.

• Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences.

• Speech Recognition — The ability to identify and understand the speech of another person.

• Speech Clarity — The ability to speak clearly so others can understand you.

• Written Comprehension — The ability to read and understand information and ideas presented in writing.