Candidate: Paula Hatch

Director of Marketing

Carson Institutional Advisory (CIA), a division of CWM LLC, enables a select community of Financial Advisor Partners, known as Alliance and Strategy Partners, to leverage the Carson organization’s deep knowledge, innovative investment strategies, scale and operational efficiency to provide their affluent investors with highly transparent investment strategies.

CIA’s mission is to: Revolutionize the client wealth experience. To accomplish this and make a true impact for both advisors and consumers, we are looking for select, hard-working, dedicated individuals looking to make an impact in the advisory community.

SUMMARY OF POSITION

Manages the overall marketing and communications functions within the organization. Executes and enforces the company’s branding strategy and standardizes company communication across mediums. Acts as the point person for strategic and tactical communications projects. This is a broad-based position that will handle all aspects of marketing, brand integration and strategy. We’re looking for someone with a wide variety of skills and interest in the written, creative, and graphic aspects of marketing.

JOB DUTIES & RESPONSIBILITIES

1. Marketing strategic planning:  Maintain and improve Carson Wealth & Carson Institutional Advisory’s (CIA) branding strategy.  Develop strategies to communicate the company image, mission, and values in all communication realms.  Assist CIA partner advisors with marketing, branding and integration strategy.  Create marketing campaigns.  Develop and monitor expenses for all marketing projects.

2. Development of marketing materials:  Oversee the development of all marketing materials, including print, web, audio, and video. Compose copy for marketing pieces.  Oversee the design and layout of marketing materials, working with creative and graphic design resources if needed.  Handle project management of all marketing materials: outline strategy, determine purpose of pieces, compose copy, oversee layout and design, and determine appropriate printing and design vendors (managing costs by bidding out as necessary).

3. Develop and cultivate a strong web presence  Oversee the design, layout, navigation, and content of all web sites.  Write all web site copy.  Serve as main contact with external web development firm.  Develop and manage social media presence.

4. Public Relations  Develop public relations strategy as overall marketing plan.  Be point of contact to ensure messaging and brand consistency.  Work with outside public relations resources if needed.

EDUCATION & EXPERIENCE REQUIREMENTS

 Bachelor’s degree in communications, marketing, advertising, public relations, or similar field of study.  Minimum of five years of broad-based communications, marketing and leadership experience.  Proficiency using InDesign, PowerPoint, Keynote, Presi and other mediums to develop marketing pieces and presentations.  Proven track record of developing finance based marketing materials in through the writing, design, proofing, and execution stages.  Strong experience in both writing and editing copy for communications and marketing pieces.  Proven experience using social media and SEO tools to cultivate a strong online presence.  Ability to demonstrate previous success through personal portfolio.  Industry experience is a must.

KNOWLEDGE, SKILLS, AND ABILITIES

 Knowledge of marketing, advertising, and public relations concepts in financial advisory arena to maximize company’s professional image with clients and prospects.  Superior writing skills—ability to convey messages in writing in a clear, persuasive manner.  Ability to think creatively when developing marketing materials and concepts.  Superior ability to communicate professionally, clearly, and accurately in both written and verbal communication with clients and business partners.  Strong decision making and sound judgment—ability to listen and organize information and make intelligent and timely decisions with a sense of urgency.  Demonstrated personal initiative and motivation to succeed.  Strong attention to detail balanced with strategic thinking.

In exchange for your expertise we offer a base salary, performance bonus, 401(k) with a generous company match, health benefits, and an exceptional working environment. The position is based in a very professional West Omaha office location. This is your chance to play a key role in the future success of our growing organization. We are a health and fitness-oriented organization, smokers need not apply.