Marketing Automation Specialist

About the role

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. We have an exciting opportunity for a Marketing Automation Specialist! The Marketing Automation Specialist supports the execution of campaigns such as the development and implementation of marketing and advisor engagement programs including prospect or client nurture programs, trigger-based communications, and general email campaigns and landing pages with forms. This role will grow to assist with specialized projects involving Marketing Cloud personalization. This is a Remote position.

Responsibilities

• Journey Builder Technician: Use Marketing Automation to build and test various types of engagement plans for the channels of email, direct mail, and SMS. Collaborate with paid media, integrated marketing to build, implement, analyze, and optimize workflows through marketing automation platform (Marketing Cloud). Acts as “first responder” to trouble-shoot marketing automation technology issues and escalate as needed. Build basic performance reports for our acquisition and engagement programs using Dataroma in Marketing Cloud.
• List Counts, Segment Development: Perform list counts as requested. Build marketing cloud audiences (prospect, client, and MCP segment sources). Report segment improvements to Director of Marketing Automation.
• Optimization and Engagement Plan Improvements: Conduct A/B testing on an ongoing basis. Make recommendations to improve performance KPI’s and audience accuracy. Establish best practices for Marketing Cloud and development of emails.
• Improve Service Quality by using Ai and Digital Tools: Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignment. Identify and escalate inaccurate information and knowledge gaps, or issues related to digital tools.

Qualifications

• Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education.
• 4 years of professional email marketing experience.
• Experience in financial services industry is a plus, but not required.

Skills

• Experience and/or technical expertise with the following or similar marketing automation tools: Salesforce Marketing Cloud (Exact Target) Eloqua, Pardot, or Marketo (Adobe Campaign).
• Experience with Salesforce or other major CRM.
• Experience writing SQL queries preferred.
• Strong communication, critical thinking, problem solving, prioritization, organization, and project management skills.
• Developed and deployed A/B testing measurements and results.
• Experience in using universal control groups for extracting insights (preferred).
• Certified Salesforce Marketing Cloud Specialist certification (or willingness to achieve certification within first year).
• Proficient knowledge of Microsoft Windows and Office Suite.
• Proficient at using AI and digital tools.

Benefits

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources