• Work with Regional Marketing Specialists (RMS) to ensure that lists in Salesforce are updated in AMP on a regular basis • Ensure data integrity and be proactive in ensuring data is up to date • Help with email and event creation in AMP • Coordinate and support requests from Advisors through the Content and Creative teams • Become a subject matter expert in AMP with a deep knowledge of advisor content • Customize Advisor Templates in Canva • Use Canva to create and customize unique advisor templates based on team requests • Load content and craft templates in AMP • Ensure that content is supplied to advisors in a timely and detail-oriented manner • Maintain content categories to ensure ease of use for advisors • Provide ad hoc support for team data and segmentation needs • Help provide valuable analysis to RMS and advisory teams • Learn to perform data segmentation and analysis to drive growth • Create Salesforce campaigns aligned to events for tracking of ROI • Serve as a critical part of the team for event planning and campaign creation • Report back on event metrics and success • Learn to be data-driven when planning events and how to report on metrics of success • Assist the Advisor Marketing team with creation of 1 pager checklists on topical issues relevant to advisors and the use of our marketing products • Assist the Advisor Marketing team with creation of toolkits – packages of materials for hosting events that include all of the marketing collateral needed (social posts, imagery, invitations, email copy & layout, checklists and process documentation)