Senior Marketing Consultant

Commonwealth Financial Network; Waltham (MA); On-site; USD 112,000 - 130,000; Full time

Benefits offered by this job

Tuition reimbursement

Bonus program

401(k) program

Flexible work schedules

Health care benefits

Hybrid work schedule

Job summary

Commonwealth Financial Network in Waltham, MA is seeking a Senior Marketing Consultant to lead digital and traditional marketing initiatives for up to seven advisor firms. You will craft and execute multi-channel campaigns across blogs, emails, ads, and social media while coordinating with advisor offices and compliance.

The role requires 5–7 years in strategic marketing, strong CRM and web management skills, and the ability to drive growth through lead generation and content optimization.

Qualifications

• Bachelor’s degree in marketing, communication, or related field.
• 5–7 years of strategic marketing experience.
• Solid understanding of ecommerce, PPC, SEO, and SEM.
• Strong knowledge of CRM, inbound marketing tools, and web management.
• Basic understanding of events and webinars.
• Working knowledge of web design principles, best practices, and content management platforms.
• Capacity to support Commonwealth L&S advisors via phone and email.
• Ability to develop and execute sales and marketing strategies.
• Proven written and verbal communication skills.
• Excellent project management and organizational skills.
• Good understanding of digital marketing tools such as Google Analytics, Google Adwords, and AdvisorStream.
• Salesforce experience preferred but not required.
• Financial services experience a plus but not required.

Responsibilities

• Curating and implementing monthly digital marketing editorial calendars for advisor blogs, e-newsletters, email campaigns, digital ads, and social media.
• Generating advisor website and blog evaluations for maintenance and content updates, as needed.
• Implementing lead generation, niche prospecting processes, and workflow tools for each advisor to drive business growth.
• Establishing and measuring ROI and KPIs such as email click-through rates, social media engagement, and website traffic.
• Learning and producing each advisor’s marketing plan based on their preferences.
• Scheduling and hosting weekly or bi-weekly discussions with advisors.
• Maintaining advisor branding and stationery materials.
• Collaborating with advisor offices to ensure cohesive messaging.
• Providing coaching for events and seminars.
• Collaborating with compliance to ensure content, brand, and messaging are approved.
• Conducting market research and sharing discoveries with advisors.
• Working as a digital vendor liaison.
• Integrating LPL’s current tools into each advisor’s plan.
• Receiving and communicating feedback and program enhancement requests from advisors.

Skills

Digital marketing

SEO

PPC

SEM

CRM

Inbound marketing

Web management

Google Analytics

Google Ads

AdvisorStream

Salesforce

Financial services experience

Education

Bachelor's degree in marketing/ communications

Tools

Google Analytics

Google Ads

AdvisorStream

Salesforce

Job description

Overview

If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Marketing department offers a hybrid work schedule, so you will be able to work from home on Wednesdays and Fridays.

We’re looking for asenior marketing consultant to join our ranks.Commonwealth Advisor Marketing is seeking a senior marketing consultant with a high concentration of knowledge and skill in all facets of digital marketing, as well as basic understanding of traditional marketing tactics. In this position, you will be the Senior Marketing Consultant and main point of contact for up to seven (7) Commonwealth advisor firms. You will execute digital and traditional marketing strategies.

You will combine your knowledge of the web, blogging, email campaigns, and social media publishing with print, mail, and events to execute the marketing strategy for the advisors’ practices.

Key Responsibilities

• Curating and implementing monthly digital marketing editorial calendars for advisor blogs, e-newsletters, email campaigns, digital ads, and social media to align with overarching advisor goals
• Generating advisor website and blog evaluations for maintenance and content updates, as needed
• Implementing lead generation, niche prospecting processes, and workflow tools for each advisor and practice to drive business growth
• Establishing and measuring ROI and KPIs such as email click-through rates, social media engagement, and website traffic
• Learning and producing each advisor’s marketing plan based on their preferences
• Scheduling and hosting weekly or bi-weekly discussions with advisors
• Maintaining advisor branding (logo, design treatment, etc.), as well as stationery and brochures
• Collaborating with advisor’s office staff to ensure cohesive messaging and communications
• Providing coaching for events and seminars
• Collaborating with compliance to ensure content, brand, and messaging are approved
• Conducting market research and share discoveries with advisors
• Working as a digital vendor liaison
• Integrating LPL’s current tools into each advisor’s overarching plan
• Receiving and communicating feedback and program enhancement requests from advisors

Core Strengths and Skills

• Bachelor’s degree in marketing, communication, or related field
• You must have 5-7 years of strategic marketing experience
• Solid understanding of ecommerce, PPC, SEO, and SEM
• Strong knowledge of CRM, inbound marketing tools, and web management
• Understanding of offset and digital print
• Basic understanding of events and webinars
• Working knowledge of web design principles, best practices, and content management platforms
• Capacity to support Commonwealth L&S advisors via phone and email
• Ability to develop and execute sales and marketing strategies
• Proven written and verbal communication skills
• Excellent project management and organizational skills
• Good understanding of digital marketing tools such as Google Analytics, Google Adwords, and AdvisorStream
• Salesforce experience preferred but not required
• Financial services experience a plus but not required

Have we piqued your curiosity? Can you see yourself thriving in this opportunity?

Picture Yourself Here

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love?

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.

About Commonwealth

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 3,000 independent financial advisors nationwide. Founded in 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio.

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure.

The Fine Print

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.

Min

USD $112,000.00/Yr.

Max

USD $130,000.00/Yr.