Options B2B Marketing Specialist

$100-$120K

Promote the appropriate use of listed equity options by financial advisors including advisors from wirehouses, full service regional firms and RIAs, through marketing and educational activities.

Responsibilities:
-Collaborate with team members on a marketing plan that identifies key market segments to pursue and the most effective way to reach them. A variety of marketing approaches should be assessed for possible recommendation including conference participation, direct mail, educational programs, advertising, market research, social networking and partnerships. The plan must include specific performance metrics.
-Assist marketing team on outreach strategies including event marketing, industry sponsorships, vendor contract management, and content development or editorial review of collateral materials.
-Develop and maintain a network of financial advisor contacts by segment within the U.S. Track attitudes towards options and trading activity of contacts.
-Create curriculum for financial advisors and present industry/educational content to advisor audiences.
-Represent at conferences, trade shows and on panel discussions.
-Recommend content for and help manage the financial advisor Web portal (from a business perspective).
-Work with Public Relations, develop press relations with financial advisor publications and serve as an information source.

Qualifications:
-Minimum 10 years financial services experience with a strong understanding of the listed stock and options markets.
-Minimum 5 years experience as a financial advisor to individual investors; should have active series 7 designation within the last 5 years.
-Able to communicate appropriately for his/her audience, recognizing that retail investors, FAs and institutional investors have different perspectives and levels of financial sophistication.
-Able to travel for live presentations, conferences, meetings, etc. up to 1/3 of time.
-Strong written and oral communications skills.
-Highly organized, self-starter. Able to work with minimal direct supervision.
-Strong project management skills with ability to multi-task.
-Must have work from home capabilities.

Jobs in Chicago, Jobs, Marketing, Business to business, B2B, Options, Stock markets, Financial advisor, Investor, Series 7

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