Apply Now

000310 - Marketing Admin - Senior Director, Marketing

Westlake, OH 44145, USA Req #436
Thursday, September 10, 2020
Equity makes a difference in our client’s lives by helping them reach financial freedom through the inclusion of Alternative Investments and educating clients on the options available. We have a world class online investing portal called myEquity that helps clients manage their accounts and Equity University is the ultimate resource for wealth building and self-directed IRA investing education. You will have the rewarding opportunity to help our clients navigate the world of non-traditional investing.Equity also has a strong value based culture where associates are asked to be innovative, do the right thing for our clients and all within a fun and supportive environment. Our leaders come from a wide variety of well known organizations in the Banking, Investment and Operations industries and are all committed to the growth and development of our associates.

The Senior Director of Marketing manages the Marketing team by defining, developing and executing Equity Trust’s (herein referred to as “Company”) marketing plan. The plan will optimize the Company’s brand, while promoting value proposition and generating qualified leads in an economically efficient manner consistent with budget. Collaborates and partners closely with the leaders of multiple departments to ensure that the Company’s needs are addressed. Delivers marketing goals in alignment with the goals of the Company.



• Manages a modern digital marketing program designed to drive referrals and positive brand identity

• Drives digital marketing results strategically

• Manages competing priorities in a performance driving culture

• Collaborates with senior leaders in the organization to determine marketing opportunities and approaches with specific focus on results and impact

• Manages third-party relationships

• Develops and maintains an inspiring brand identity for the organization

• Defines and implements an integrated media and communications strategy spanning social media, public relations, thought leadership, partnerships, ambassadors, and community development

• Seeks external opportunities to grow the Company’s brand and audience through various partnerships, media opportunities, and community involvement

• Leads consumer insight and market intelligence efforts to inform target audience and deepen audience understanding self-directed IRAs

• Executes marketing initiatives to create and nurture prospects through all available channels, such as marketing automation, events, social media, direct mail, trade shows and webinars

• Develops strategic marketing plans to drive customer experience and retention including annual planning and ad-hoc strategies

• Ensures marketing campaigns contain compelling content, are targeted to the right audience, and have an underlined strategy to drive the desired call to action

• Analyzes the performance of marketing initiatives against organization goals and develops plans for maximizing results

• Maintains expert knowledge and understanding of state-of-the-art practices in marketing and communication

• Develops and maintains KPIs to measure the effectiveness of the marketing team and the prospect journey

• Collaborates and assists the organization in creating and maintaining positive online reputation

• Creates educational materials related to the Company’s products and services and ensures they are produced in a variety of medias (video, audio, book, guides, etc.)

• Manages all Retail and Institutional client communications, ensuring client-centric messaging, accuracy of content, and branding

• Manages relationships with external agencies and ensures that performance and delivery is consistently measured

• Ensures budgeting efforts are appropriately integrated with other planning processes within the Company

• Partners with corporate executives to identify and prioritize new business opportunities

• Keeps abreast of industry news and competitor trends and prepares business proposals when opportunities present themselves

• Coaches, mentors, and develops team members, oversees new associate onboarding, provides career development planning and opportunities

• Leads associates to meet Company expectations for productivity, quality, continuous improvement, and goal accomplishment

• Maintains transparent communication by sharing appropriate organizational information through department meetings and one-on-one meetings, email and regular interpersonal communication


• Supports various corporate projects/initiatives including writing/branding RFPs, acquisition communications, acquisition integrations, corporate communications and presentations, etc.

• Performs other duties as assigned


Education and Experience:

• Bachelor’s degree in Marketing, Communications or related field

• Minimum seven (7) years of marketing experience, financial service industry preferred

• Experience with lead generation, email marketing, direct mail, branding, CRM (Salesforce a plus), marketing automation (Pardot a plus), social media marketing, budgeting, reputation management, graphic design, marketing analytics, and copywriting


• None required


• Advanced knowledge of digital marketing tools

• Ability to analyze and interpret campaign performance and ROI

• Professional verbal and written communication skills

• Intermediate Microsoft Office skills (Word, Excel, PowerPoint)

Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.

Other details

  • Pay Type Salary
  • Westlake, OH 44145, USA