and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital... against their business plan and client service model Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance...
's degree or equivalent work experience in Marketing Research, Data Science, Statistics, Business Administration or equivalent...Required Skills High-Level Individual Duties: - Building out tableau dashboards. Understanding how to pull data...
and marketing teams, ensuring that distribution data needs are met and that insights are effectively communicated to drive business... Intelligence partners to consistently support global distribution Communicate strategy and tactics across Marketing, Digital...
and leverage data-driven digital marketing technologies in demand creation. - Excellent relationship and project management skills... that has experience as a data-driven B2B ABX marketer who has successfully built and managed highly targeted marketing programs...