Sr Digital Marketing Analyst.

Overview

Support a dedicated Financial Advisor or advisor team by delivering digital marketing and prospecting that drives client acquisition.

What you'll do

• Strategize, implement and track monthly updates across digital marketing tools, including website updates with advanced features such as landing pages with gated content and client testimonials.
• Manage Facebook, LinkedIn and Instagram with timely, creative posts to build connections, generate engagement and drive traffic to the website or landing page.
• Execute targeted monthly drip marketing campaigns aligned with advisor preferences to warm prospects and drive call and meeting setups.
• Drive end-to-end prospect outreach on behalf of Financial Advisors via LinkedIn, email, mobile messaging and permissible digital channels to generate qualified leads.
• Enable mobile-led prospect engagement using third-party messaging tools for meeting invites, reminders, follow-ups, announcements and personalized touchpoints such as birthdays and anniversaries.
• Generate and track high-quality prospects organically using integrated CRM dashboards.
• Create relevant tasks on advisor CRM and help set up prospect meetings as required.
• Schedule one prospect connect every week using the Online Scheduling feature and support incremental client acquisition for advisors and practices.
• Create, share and discuss monthly reporting dashboards, capture key digital marketing metrics, and consult on next steps as the subject matter expert.
• Maintain strong advisor relationships through regular monthly or bi-weekly connects covering digital marketing performance, prospect outreach, upcoming prospect calls and incremental client acquisition opportunities.
• Protect confidential data and adhere to policies, compliance requirements and established processes or DTPs.
• Ensure effective communication and service delivery per defined SLAs and KRAs.
• Ensure a minimum of one qualified prospect meeting per advisor per week.

Details

• Full-time role.
• Timings 8:00 p.m. to 4:30 a.m. (India).
• Business unit: AWMPO, AWMP&S President's Office; job family: Business Support & Operations.