Your challenge Your Responsibilities
Work with the front office to invite advisers and their clients to our events, follow up RSVPs, guest lists, and assist with seating plans. Attend events to ensure a seamless experience for guests – including setting up (placecards), pull-up banners, notepads, and pens, marking off guests, and directing them to tables or their advisers, packing down, handing out microphones for Q&A. Manage our marketing collateral; work with the business and key agency partners to develop new content and update or enhance existing brochures, forms, and disclosure documents. Corporate identity management – work with our front of house staff to ensure all offices across Australia have sufficient branded stationery, signage, and merchandise. Develop templates and landing pages on Salesforce Marketing Cloud – including creating event invitations and registration forms, client and adviser surveys. Assist with visibility of marketing initiatives by talking to advisers, attending meetings, communication, and publishing on the marketing SharePoint. Work closely with IPS and Advisory to align editorial and marketing calendars, through content and events. Measure and report on content through the creation of dashboards to inform the business of performance. Work with key stakeholders including Chief Investment Office, Advisory, Technology, Operations, Legal, and Compliance to ensure sign-off on marketing initiatives. Publish LGT Crestone content to the website and portal, including observations pieces, special reports, podcasts, Chief Investment Office videos, and ad hoc educational pieces. Set up, host, record, and ensure sign-off on regular client and adviser webinars. Assist in the development of adviser, client, and prospect e-newsletters and sending these via the marketing platform, Salesforce Marketing Cloud. Assist in publishing on LGT Crestone social media and LinkedIn. Support internal communications on marketing, including uploading and sharing marketing initiatives on SharePoint and including marketing content on internal newsletters. Your profile About you
1-2 years' experience in financial services marketing (preferably wealth). Relevant tertiary qualification preferred (Marketing, Communications, etc.) but not mandatory. Managing multiple priorities in a fast-paced environment. Ability to manage budgets and deliver to deadlines. Experience managing creative and marketing agency partners. Managing and communicating with senior stakeholders and large groups of stakeholders. Understanding of digital marketing – preferably experience with Salesforce Marketing Cloud and Google Analytics. High level of attention to detail and accuracy. Ability to communicate with influence. Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you. Contact Ahaly Kunasingham HR Coordinator LGT Crestone Wealth Management Ltd.
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