Senior Marketing Manager - SigniFI Elite Advisor Marketing

Blucora has a bold aspiration: we are committed to giving all people the tools needed to lead healthy financial lives - tools often reserved for the wealthy.

We now turn to the next leg, developing the technological tools that make our vision of financial health for all a reality. Atypical for the financial services industry, we take a contemporary approach to strategy and product development that is founded in user insights, rapid testing, and a singular focus on driving end-user value.

Since charting new territory daily is part of everyone's job at Blucora, we've attracted team members who thrive on the challenge, encourage each other, and are passionately committed to the goal. If you agree that problem-solving is a team sport, and feel energized by a good debate, deep-dive research, or a fun night out with colleagues, we might be the right firm for you!

Position Summary

Avantax Wealth Management, a subsidiary of Blucora and sister company to Avantax Planning Partners, is seeking a Senior Marketing Manager - SigniFI Elite Advisor Marketing that will be responsible for overseeing the operations of value-added marketing services for Avantax's top-producing and growth-oriented financial professionals. This individual is responsible for identifying and monitoring key performance indicators that demonstrate the effectiveness of SigniFI's customized marketing support, and managing the revenue, expenditures, and evolution of the business unit. The role facilitates business development efforts and oversees the onboarding of new SigniFI members, as well as collaborating with the Head of Brand Strategy on members' strategic marketing plans for quality assurance. With the support of the Director of Advisor Marketing & Communications, this individual supervises and leads the team of SigniFI marketers

Essential Duties & Responsibilities

The major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

SigniFI Business Management:

• In conjunction with the Director of FP Marketing & Communications, prospect for qualified new SigniFI members-building relationships with select advisors through Avantax events, presentations, and individual meetings.
• Conduct speaking engagements on behalf of SigniFI as needed, including chapter meetings and conference presentations.
• Maintain a pipeline of prospective SigniFI members, and report monthly on progress toward membership goals and other business KPIs.
• Facilitate contract execution and renewals, billing setup, and monthly invoicing for all member firms.
• Execute annual net promoter score survey among SigniFI members.
• Compile member testimonials and build a library of case studies to complement SigniFI's business intelligence dashboard to illustrate member firm growth.
• Monitor annual budget and quarterly expenditures. Assemble first drafts of future budgets and forecasts for input from the Director of FP Marketing & Communications.
• Oversee the creation of new revenue streams and service expansions.

SigniFI Team Management:

• Onboard, mentor, and train marketing managers on SigniFI's processes, core competencies, and member service expectations.
• Manage team members' performance through annual reviews and midyear check-ins. Provide clear and actionable feedback and cultivate their strengths to encourage growth opportunities.
• Maintain relationships with key member firms to source new opportunities and help resolve challenges.

Process & Quality Assurance:

• Maintain, refine, and ensure the adoption of SigniFI's processes to deliver timely, high-quality work to our member firms.
• In conjunction with the Head of Brand Strategy, lead the onboarding of new SigniFI members and support marketing managers with the development of brand strategies and marketing plans to achieve the firm's goals for business growth.
• Review brand strategies and marketing plans before they are presented to member firms, ensuring quality control of SigniFI's most significant deliverable.
• Other duties as assigned.

Education & Experience

• 10+ years of experience in the marketing industry
• Bachelor's degree in journalism, public relations, marketing, communications, or related field preferred.
• Experience managing people in a professional environment is required.
• Exceptional written and verbal communication skills, including knowledge of AP Style.
• Familiarity with content management systems, analytics tracking, client relationship management tools, and social media and email marketing platforms.
• Experience with qualitative and quantitative research methodology.
• Strong proficiency in various computer applications such as Word, Excel, PowerPoint, and Outlook.

Physical Demand & Work Effort

• Keying/typing, standing, walking.
• Sitting for an extended period.
• Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.
• The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.
• Compliance with company attendance standards.

Comprehensive Benefits

We offer a competitive salary, outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.

#Avantax

At Blucora, we believe our work benefits from the diverse perspectives of our employees. As such, Blucora welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Blucora, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Blucora, Inc. and its subsidiaries, Avantax Wealth Management, Avantax Planning Partners (formerly HK Financial Services), and TaxAct are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law. Blucora considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.

If you need assistance or accommodation due to a disability, you may contact us at [email protected] or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.