Marketing Account Manager at Wipfli

| Chicago
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We are looking for a marketing account manager with a record of unparalleled customer service to drive innovative marketing strategies to support our fast-growing firm. If you are strategic, tactical, creative and endlessly curious, we want to talk to you.

In this role, you will create and manage marketing activities with our creative and content teams that support Wipfli Financial Advisors' overall firm image, recruiting and M&A goals, and specific service line development.

We believe that perspective changes everything and are seeking a marketing account manager who understands both brand strategy and the wealth and asset management industry. We want someone who can lead meetings and drive strategy and has high emotional intelligence and superior listening skills to build relationships and effectively execute projects spanning multiple teams.

This position will be working with our financial planning team

Responsibilities

  • Develop and activate integral marketing plans for Wipfli Financial Advisors to support the strategic business plans and initiatives for the firm and/or regions.
  • Work directly with Wipfli Financial Advisors leadership on executive positioning to achieve firm goals.
  • Contribute audience and market insights for developing and executing the marketing plan in support of short- and long-term business goals.
  • Translate business strategies and market insights into results-focused marketing tactics by proactively proposing ideas, concepts and programs that contribute to meeting the firm's strategic objectives.
  • Secure, coordinate and manage marketing resources in support of Wipfli Financial Advisors.
  • Manage the development and execution of integrated marketing tactics based on thorough analysis and a clear understanding of expected outcomes.
  • Collaborate with Wipfli's marketing team and other outside vendors to meet content, demand generation, public relations, research and proposal tool needs.
  • Help to manage external vendor relationships for Wipfli Financial, where applicable.
  • Assist in evaluating the impact of all marketing programs with measurable results, measurements and offer feedback to drive more accountability toward agreed upon goals and objectives.
  • Lead efforts to develop and manage marketing budgets aligned with firm priorities.
  • Provide coaching and mentoring support for Wipfli Financial Advisors professionals on a day-to-day basis in support of marketing initiatives.
  • Coordinate with the financial advisor team members to align marketing efforts with their business development plans and goals.
  • Coordination of marketing assets related to mergers and acquisitions.
  • Understand and execute projects that meet SEC compliance regulations for wealth and asset management firms.

Qualifications

  • Bachelor's degree in marketing, communication or business administration and a minimum of 10+ years in a comparable role.
  • Experience in the financial advisory industry.
  • Proven track record of innovative marketing campaigns.
  • Must possess initiative, resourcefulness, be accurate, persistent and dependable.
  • Must be able to establish a high level of credibility with clients.
  • Uses influence to manage peers and/or individuals higher in rank and fosters a strong client relationship.
  • Must be able to work under pressure, meet deadlines and coordinate multiple projects/tasks simultaneously.
  • Maintains professionalism and a "can-do-attitude" in the execution of all project-related assignments and tasks.
  • Evokes creative and innovative thinking from team members while helping them to bring their ideas to reality.
  • Shares lessons learned and best practices with internal clients and broader marketing organization .

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws. #LI-RR1
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .NETLanguages
    • C#Languages
    • GolangLanguages
    • JavaLanguages
    • JavascriptLanguages
    • KotlinLanguages
    • PHPLanguages
    • SwiftLanguages
    • ReactLibraries
    • AngularJSFrameworks
    • Node.jsFrameworks
    • SymfonyFrameworks
    • ZendFrameworks
    • .NET CoreFrameworks
    • Yii Frameworks
    • MariaDBDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • OracleDatabases
    • PostgreSQLDatabases
    • RedisDatabases
    • SQLiteDatabases
    • Google AnalyticsAnalytics
    • KissmetricsAnalytics
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • AfterEffectsDesign
    • Adobe xDDesign
    • ConfluenceManagement
    • JIRAManagement
    • SmartsheetManagement
    • TrelloManagement
    • WrikeManagement
    • SitecoreCMS
    • LinkedIn SalesNavigatorCRM
    • Microsoft DynamicsCRM
    • SageCRM
    • SalesforceCRM
    • MarketoLead Gen

Location

Our downtown office is located in the heart of the loop on the 17th floor of the UBS building at 1 N. Wacker. It features a bar/restaurant, health club, gathering spaces and activities for tenants that range from book clubs and mixers to charitable food drives.
Your Voice Has Impact. Wipfli Is Listening.
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An Insider's view of Wipfli

What’s the vibe like in the office?

I love the people that I work with. One of the values that has been instilled by leadership is teamwork. I always feel supported by my team members and leaders, and never feel like I have to deal with issues alone.

Jeannie

Consultant

How do you collaborate with other teams in the company?

How do you collaborate with other teams?
Innovative solutions come from diversity of thought and skillsets. Collaborating with other teams ensures we are harnessing our collective super powers to design platforms that drive lasting impact for our clients, as well as promote a culture of knowledge sharing and continuous learning for our associates.

Kate

Technology consulting manager

How does the company support your career growth?

Given the unique size, scope and scale of Wipfli, we have access to all of the resources and thought leadership available in a larger firm while being motivated by a culture that embraces entrepreneurship and innovation found in boutique organizations.

Dane

Senior consultant

How do you empower your team to be more creative?

The best ideas at Wipfli come from within our team, and one of the best things we can do to foster creativity is to actively help surface everyone's ideas and run them through our internal advice channel. Getting feedback and support for big ideas or sweeping change can seem intimidating to some, but it definitely doesn’t have to be.

Zak

Principal

What is your vision for the company?

We are aiming for lifetime relationships. We always put ourselves in the client’s shoes and imagine how they can supercharge their business with technology.

Luis

Principal

What are Wipfli Perks + Benefits

Wipfli Benefits Overview

At Wipfli, curious is our approach to the world. We push beyond the obvious answers to find smarter solutions for clients and look at business challenges from every angle. People matter here, and they feel it. We invest in your career development through tuition reimbursement, external training support, LinkedIn Learning access and our internal online learning center and leadership training.

We also back up our mission to provide a strong work-life balance with great benefits, UTO, wellness benefits and programs to encourage a healthy lifestyle.

Culture
Volunteer in local community
We are committed to helping our communities and support time off for associates to volunteer. On average, they volunteer a combined 15,000+ hours each year.
Partners with Nonprofits
The Wipfli Foundation supports education programs that support furthering diverse representation in our industry.
Friends outside of work
Eat lunch together
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
All associates are required to attend unconscious bias training.
Diversity Employee Resource Groups
This year, we launched three business resource groups (Women of Wipfli, Wipfli Pride and Embrace ) to give voice to and elevate issues inside our firm for diverse groups. And we plan to add more.
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Onsite Gym
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Adoption Assistance
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Volunteer Time
We are committed to helping our communities and support time off for associates to volunteer. On average, they volunteer a combined 15,000+ hours each year.
Sabbatical
Paid Holidays
Punchkick observes all major holidays and supports observation of all religious holidays.
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
Time allotted for learning
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Our culture is steeped in values focused on our associates and it drives the benefits we offer

• Empower: We give our people the opportunities and resources to find, follow and grow to achieve their dream career.

• Connected: We value everyone’s individual strengths, and we cultivate a culture where relationships thrive.

• Impact: Our passion for excellence drives us to get results through our expertise, experience and teamwork.

• Transparency: We welcome candor so all voices and perspectives come together to solve problems and serve clients.

• Flexibility: We give people the freedom to shift their career paths and achieve work-life balance, which creates happier and more productive teams.

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