Trust Sales Support Specialist

About the role

Responsible for providing presentation and sales support for Trust and Asset Management Groups. Manages projects (design, development, and layout) in conjunction with corporate marketing and Wealth Management marketing strategies, including the development of internal and external marketing materials, brochures, direct mail campaigns, templates for presentations, newsletters, and slicks.

Responsibilities

• Works and coordinates with other members of marketing and sales teams to prepare and complete proposals, presentations, updates of marketing materials, and RFPs as needed to support new business activities and ongoing management of existing accounts.
• Works and coordinates with Trust and Asset Management teams to produce and distribute both client and advisor communication pieces, including but not limited to product updates, economic overviews, email alerts, performance updates, and investment commentary.
• Provides direct support for institutional business development and sales officers, product wholesalers, and HHF Product Manager, including but not limited to CRM management, distribution of marketing material, collateral requests, and mailings.
• Assists and coordinates with Regional Marketing Managers in planning and managing internal and external events, corporate events, seminars, and conferences to promote Trust & Asset Management products and services.
• Assists with the management and maintenance of the Trust Marketing Library on SharePoint.
• Coordinates with and provides general assistance to the Wealth Segment Marketing Manager and corporate marketing with marketing projects, strategic initiatives, and administrative needs of the Trust and Asset Management department.
• Performs ad hoc projects as needed by the Trust & Asset Management department and Division Executive.
• Evaluates and recommends printers, binding machines, and software necessary to enhance production and workflow management.
• Responsible for maintenance and inventory control for all marketing-end products (brochures, etc.) and supplies relating to color printers and binding machines for Trust and Asset Management.
• Manages multiple projects with tight deadlines, often working with groups in different locations. Must take initiative to begin projects and motivate others to meet deadlines through conference calls and emails.

Requirements

• Bachelor’s degree or equivalent, preferably in Marketing, Finance, Accounting, or Management, and two years of related experience and/or training, or equivalent combination of education and experience.
• Advanced skills in PowerPoint, MS Word, Excel, and MS Publisher; intermediate skills in SharePoint and MS Outlook. Skills in Salesforce preferred.
• Exceptional writing and editing skills, strong organization skills, and high attention to detail.
• Ability to manage multiple projects with tight deadlines, an eye for page layout design, and proficiency in spelling, grammar, and proofreading.
• Ability to work under stress and meet deadlines.
• Ability to operate related equipment, read and interpret documents, and travel if required.
• Ability to lift/move/carry approximately 25 pounds if required to perform essential job functions.