Position Overview Reporting to the Field Marketing team, this role bridges the home office and branch marketing programs with business segment, Market Management, and Practice Management objectives to drive incremental practice growth. Key Responsibilities • Develop local branch marketing strategies based on data insights and the unique needs of prioritized practice segments. • Oversee the execution of marketing campaigns that drive engagement and deliver tangible results across prospect, client, and branch performance. • 8+ years of experience leading external agencies with a strong track record in delivering measurable marketing results, preferably within regulated financial services, banking, insurance, or wealth management.
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