Description
Actively manage the annual review process of marketing materials, from identifying expiring/expired materials through execution of final, re-approved output with a focus on quality. Responsible for executing the legal, compliance (case by case) and RP24 approval process for marketing collateral. Includes oversight of required revisions and recordkeeping. Manage recordkeeping for compliance filings for reapproved materials, and also for new collateral compliance filings (case-by-case). Manage expectations throughout the project cycle through clear communications to all stakeholders. Manage escalations, troubleshooting and quality control. Partner with Creative Solutions and the Advisor Marketing Central (AMC) team on execution, workflow, approvals and publishing. Post updated collateral in all relevant channels (e.g., AMC, Internet, Financial Wellness Center site, etc.). Monitor project workflow and maintain monthly status reporting for marketing managers. Thoroughly compile a holistic view of overall content metrics, preparing Monthly/Quarterly reports and maintaining project trackers Provide support for run-the-bank and ad-hoc marketing requests, including: posting materials (e.g, AMC), updating webpages, creating public links, and working with offshore ISC team to edit documents, update templates and create versions of collateral that allow for FA personalization.
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