At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more.
If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.
Job Responsibilities:
- Gain and maintain an overall understanding of, the Broadridge Wealth Management offering from front to back, the overall value proposition of the platform for key market segments and the value proposition for each of the components within the platform including partner solutions
- Enable communication of the value proposition to the marketplace
- Collaborate with product and business leaders, and marketing to ensure that all products and services have appropriate messaging including value propositions, key metrics, and context diagrams - create sales & marketing collateral including sales decks, website content, case studies, scripts for marketing videos etc.
- Work with Wealth Marketing team to prepare collateral required for upcoming wealth marketing campaigns
- Maintain and expand wealth capabilities document and battlecards for wealth solutions including products, bundles and partner capabilities
- Develop and maintain collateral critical to the sales process, incorporating new digital techniques, tracking usage analytics, and identifying updates for continuous improvement.
- Help execute content including studies, surveys, and articles that showcase our leadership and generates leads.
Help create, test, and measure new thought leadership opportunities for ongoing prospect and client engagement
- Assist with go-to-market for Next Best Investment (NBI) initiatives
- Assist with award submissions
- Assist with the creation of partner collateral before new partnerships are signed and routinely update with changes in the partner value proposition
- Stay current on competitors' marketing, document industry trends and propose improvements to wealth marketing
- For all programs, adhere to brand guidelines, share knowledge, incorporate new strategies, and partner with Wealth marketing colleagues
- Maintain library of all wealth collateral
Required Skills & Competencies:
- MBA, or Masters Degree preferably in Mass.Comm with 5+ years of overall experience
- Excellent creative writing skills including presentation decks,
- Additional skills: PowerPoint, Visio, Sharepoint/Teams, Word, Excel, Power BI/Tableau, Virtual presentation tools including Zoom, Webex and Teams
- Financial services experience preferred, knowledge of Wealth Management firm, advisor or investor behavior is a bonus
- Collaboration skills including working in complex matrix organizations
- Experience working with Sales, Account Management, Product and Technology teams