IDR is seeking an IBD Contractor (Financial Services / Asset Management) to join one of our top clients in Brighton, MA. This role is pivotal in supporting the Independent Broker-Dealer (IBD) channel marketing within the Global Wealth division. If you are looking for an opportunity to join a growing organization and work within an ever-growing team-oriented culture, please apply today!
Position Overview/Responsibilities for the IBD Contractor (Financial Services / Asset Management):
• Provide day-to-day marketing support for the IBD channel, including event promotion, invitations, and email campaigns. • Collaborate with the content strategy team to adapt materials for IBD advisors and coordinate with sales partners to ensure alignment. • Track and analyze the effectiveness of marketing efforts, sharing insights with the team to drive improvements. • Develop and execute strategic marketing initiatives, including multi-channel campaigns and digital program development. • Manage and coordinate world-class events and conferences to enhance relationships with financial advisors.
Required Skills for IBD Contractor (Financial Services / Asset Management):
• Minimum of 3 years of experience in financial marketing, with a focus on private wealth distribution and IBD firms. • Strong project management skills, with the ability to prioritize and execute tasks in a fast-paced environment. • Excellent communication and writing skills, with a keen eye for detail and accuracy. • Ability to work collaboratively across diverse teams and build strong relationships with stakeholders. • Proficiency in data-driven marketing, utilizing analytics to inform decisions and optimize campaigns.
What's in it for you?
Competitive compensation package
Full Benefits; Medical, Vision, Dental, and more! Opportunity to get in with an industry-leading organization Close-knit and team-oriented cultureWhy IDR?
25+ Years of Proven Industry Experience in 4 major markets
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