Marketing Automation Specialist

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit

We have an exciting opportunity for a Marketing Automation Specialist ! The Marketing Automation Specialist supports the execution of campaigns such as the development and implementation of marketing and advisor engagement programs including prospect or client nurture programs, trigger-based communications, and general email campaigns and landing pages with forms. This role will grow to assist with specialized projects involving Marketing Cloud personalization.

This is a Remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 to $80,000.00 , exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

Journey Builder Technician

• Use Marketing Automation to build and test various types of engagement plans for the channels of email, direct mail, and SMS.
  
• Collaborate with paid media, integrated marketing to build, implement, analyze, and optimize workflows through marketing automation platform (Marketing Cloud).
  
• Acts as "first responder" to trouble-shoot marketing automation technology issues and escalate as needed.
  
• Build basic performance reports for our acquisition and engagement programs using Dataroma in Marketing Cloud.
  
  
  
  

List Counts, Segment Development

• Perform list counts as requested.
  
• Build marketing cloud audiences (prospect, client, and MCP segment sources).
  
• Report segment improvements to Director of Marketing Automation.
  
  
  
  

Optimization and Engagement Plan Improvements

• Conduct A/B testing on an ongoing basis.
  
• Make recommendations to improve performance KPI's and audience accuracy.
  
• Establish best practices for Marketing Cloud and development of emails.
  

Improve Service Quality by using Ai and Digital Tools

• Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignment.
  
• Identify and escalate inaccurate information and knowledge gaps, or issues related to digital tools
  

Education/Qualifications

• Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education.
  
• 4 years of professional email marketing experience
  
• Experience in financial services industry is a plus, but not required
  
• Experience and/or technical expertise with the following or similar marketing automation tools: Salesforce Marketing Cloud (Exact Target) Eloqua, Pardot, or Marketo (Adobe Campaign).
  
• Experience with Salesforce or other major CRM.
  
• Experience writing SQL queries preferred.
  
• Strong communication, critical thinking, problem solving, prioritization, organization, and project management skills.
  
• Developed and deployed A/B testing measurements and results. Experience in using universal control groups for extracting insights (preferred).
  
• Certified Salesforce Marketing Cloud Specialist certification (or willingness to achieve certification within first year).
  
• Proficient knowledge of Microsoft Windows and Office Suite.
  
• Proficient at using AI and digital tools
  

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $67,300.00 - $97,600.00. However, the base salary range bolded above ($70,000.00 to $80,000.00) is what we expect to pay as a starting range for this position.

#LI-HB1
#LI-Remote

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development
  
• Medical, dental and vision coverage (Available to full-time employees and their families)
  
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  
• Life and AD&D insurance - employer paid and voluntary options
  
• Short-term and long-term disability, workers compensation - employer paid
  
• 401k with match and profit sharing
  
• Wellness programs and resources
  
• Voluntary benefits, including pet insurance
  
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  
• 12 paid holidays each year (10 pre-determined and 2 floating days)
  
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
  

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at View phone number on click.appcast.io

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.