Director, Marketing - Avantax Planning Partners (APP)

We love finance, software, and (believe it or not), taxes – that’s why we love what we do! At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable insight from our career history to achieve the Avantax mission. As a team, we work together to make a real impact and have a lot of fun along the way. Our collaborative work features decades of expertise in wealth management.

We bring our unique experiences together to form the heart of Avantax - working in unison toward the goal of creating services that make it easy for clients and professionals to pursue their financial and business goals. At Avantax, we are committed as a company and individuals to the diversity, equity and inclusion of our clients, team members and the communities in which we work.

Are you an innovative problem-solver who's eager to take on new challenges, collaborate with diverse team members and achieve excellence? If so, life at Avantax may be the opportunity for you.

Position Summary

Avantax is seeking a Director, Marketing - Avantax Planning Partners (APP) who will be responsible for developing and executing strategic plans for both direct-to-consumer marketing as well as through affiliate firms and financial professionals to acquire new wealth management clients and gather more assets from existing clients. The Director, Marketing (APP) will work closely with the leaders of the business and marketing leadership to align marketing strategies and execution plans with the business outcomes to be achieved.

Essential Duties & Responsibilities

The major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

• Assess the marketing needs of the business in order to achieve desired outcomes.

• Determine areas of opportunity to align marketing initiatives to propel the growth of the business.

• Develop and execute direct-to-consumer and B2B2C marketing plans.

• Administer and oversee plans and budget to maximize efficiencies of marketing spend.

• Drive development and accentuation of unique value propositions and incorporate brand and marketing messages appropriately to drive outsized growth.

• Act as a primary marketing point of contact for affiliated firms focused on building and increasing adoption of marketing programs designed to increase wealth management business and ensure ready access to marketing resources.

• Develop, direct, and execute strategic marketing plans and campaigns aligned with firm priorities and growth goals.

• Represent the viewpoint of the CPA affiliate and end client in the content creation and strategic planning process with internal partners.

• Define the process to transition and onboard newly acquired firms and affiliates, making it easy to integrate wealth management and financial planning into their practice with the correct tools, support, and strategy.

• Track and measure the effectiveness of marketing plans and campaigns, adjusting as needed to maximize engagement and adoption.

• Develop, review, and revise content and messaging to help with targeted sales and education efforts.

• Participate in public speaking engagements on behalf of the Avantax marketing team.

• Other duties as defined.

Education & Experience

• 10+ years of experience in the marketing industry.

• Direct experience in wealth management / RIA marketing preferably with both direct-to-consumer and B2B2C marketing programs.

• Bachelor’s degree in journalism, public relations, marketing, communications, or related field.

• Exceptional written and verbal communication skills, including knowledge of AP Style.

• Familiarity with content management systems, analytics tracking, client relationship management tools, and social media and email marketing platforms.

• Experience with qualitative and quantitative research methodology.

• Strong proficiency in a variety of computer applications such as Word, Excel, PowerPoint, and Outlook.

Physical Demands & Work Effort

• Keying/typing, standing, walking.

• Sitting for an extended period.

• Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.

• The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.

• Compliance with company attendance standards.

Comprehensive Benefits

We offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with the company.

#Avantax

At Avantax®, we believe our work benefits from the diverse perspectives of our employees. As such, Avantax welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Avantax, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Avantax and its business lines, Avantax Wealth Management® and Avantax Planning Partners℠ are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law.

Avantax considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.

If you need assistance or accommodation due to a disability, you may contact us at HR@Avantax.com, or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.