Position: AdvisorsSpeak Relationship Manager
Department: Creative Services
Reporting to: Director of Advisor Event Strategies
Location: Topeka, KS - Onsite
Overview:
Are you interested in being part of a team dedicated to revolutionizing and enhancing financial advisors' event marketing strategies? Are you someone who thrives on organization but also brings infectious enthusiasm to everything you do? If so, we want your passion! AdvisorsSpeak is a new program aimed at empowering our clients with the tools, training, and marketing support to leverage events for client growth and relationship-building.
We are looking for a dynamic individual to drive this program to the next level. As the Relationship Manager you will play a pivotal role in supporting new and existing advisors utilizing the program. Additionally, you will help optimize and scale the program, lead brand awareness campaigns and oversee content management. If you're a natural hype person who excels at delivering exceptional service, apply now and be part of our journey!
What you'll do:
- Cultivate and maintain relationships with advisors engaged with the program
- Assist in nurturing relationships with prospective advisors interested in the program; create systematic communication process
- Manage new and existing content on the DBR; regularly review and update material
- Manage the development of custom marketing and advertising strategies to promote the program across various channels; including social media, email drip campaigns, and public communications
- Provide tactical support for program execution, including advisor follow up and scheduling
- Collaborate on strategic initiatives for program grow and scalability
- Service as a liaison between internal teams and the AdviorsSpeak program
- Measure and monitor audience engagement from our social media and automation campaigns
- Continuously research and integrate best practices from advisors to incorporate into our prospect and client event platform
- Contribute to discussions/ strategies for process improvement/best practices to continuously provide the ultimate client experience
- As suitable opportunities arise, participate in coaching advisors
Experience you'll bring:
- Exceptional customer service skills; intuitive to needs, dedicated to exceeding expectations
- 2 plus years' experience in project/ account/ relationship management roles
- Confident, professional, and articulate in written and verbal communication; ability to build a rapport with all personality types
- Strong organizational skills: capacity to manage heavy workload while navigating a variety of competing, ever changing priorities
- Strong knowledge of MS Office; an aptitude for learning new technology
- Ability to work independently with little or no supervision
- Exceptional problem determination skills with a high attention to detail
Bonus Points:
- Previous experience in financial service industry
- Understanding of independent advisors business model
- Bachelors degree in related field
What you'll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package upon your start date
- Access to an on-site cafe, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored events...and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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Advisors Excel
401(k)
March 16, 2024