Marketing Support Specialist

Ladenburg Thalmann Asset Management in Financial Services

Marketing Support Specialist


Location:  640 Fifth Avenue, New York, NY 10019 and Remote

Annual Base Salary Range: 65k-85k

Summary:

We are seeking a detail-oriented Marketing Support Specialist to join the team within Ladenburg Thalmann Asset Management, a member of Advisor Group,  The Marketing Support Specialist role entails the management and marketing of products managed by the asset management division such as retirement services, the firm’s digital advisor solution and managed portfolios. The individual will also lend creative input to the sales process and act as a liaison to Advisors to provide education on asset management services.

Responsibilities:

  • Coordinate and maintain marketing materials for internal sales needs and client distribution
  • Implement a strategy for communication and create a consistent, scalable messages targeting growth of advisory assets
  • Tracking of product sales and producing reports for management
  • Schedule meetings in field with Advisors and plan for corporate conferences
  • Provide sales and training presentations on product information and host conference calls and webinars on fee-based business and practice management
  • Proactively communicate with Advisors on assets raised, trading activity, market analysis portfolio rebalancing, and other customer-service related inquiries, as well as assist in creating client proposals
  • Provide direction to Advisors on which products best suit their client needs
  • Assist in creating new programs for Advisors
  • Assist Advisors in client calls and meetings (once licensed)
  • All other duties as assigned

Education Requirements:

  • Bachelor’s degree required.

Basic Requirements:

  • Excellent verbal and written communication and interpersonal skills as well as strong organizational skills
  • Dedicated work ethic and competitive drive
  • Solid networking abilities and follow up skills
  • Self-starter who takes initiative and looks for ways to creatively solve problems
  • Ability to work independently with little or no direction, and anticipate needs without being asked
  • Registered Investment Advisor license (series 65 or 66) as well as General Securities Representative (series 7) required for position but can be obtained upon hiring
  • Previous experience (1-3 years or internships) in financial services
  • General knowledge of fee-based asset management “wrap fee” programs, mutual funds, ETFs, alternative investments and separate account manager programs
  • Must possess excellent computer skills and be proficient using Microsoft applications including Word, Excel, PowerPoint, and Outlook
  • Willingness to work extended hours in order to meet project deadlines
Be A Part Of The Team Behind Our Success!

At Advisor Group, we support financial professionals across the nation, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Equal Opportunity Employer

Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

Unqualified Applications

Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.