Marketing Development Manager

Wisepath Financial Group
Winston-Salem, NC
30+ days ago
Wisepath Financial Group
Wisepath Financial Group

Job Description

Wisepath Financial Group is a full, 360-degree blueprint for an individual’s financial strategy. A holistic approach to financial strategy, not focused on just one financial aspect. We use our network of in-house professionals to coordinate all branches - taxes, wealth management, retirement, long term care, and estate planning and, partnering with over 70 carriers to offer a huge depth of choice and fit for each client. By organizing all the aspects of finances into one cohesive plan, we can educate, empower, and guide our clients on their financial path.

Wisepath Financial Group is recruiting a passionate, self-motivated Marketing Development Manager to create and execute strategies with account executives, partners, and clients to grow Wisepath’s footprint in Financial Planning services.

The Marketing Development Manager will be responsible for assembling data behind the digital business and strategies. The ideal candidate has an in-depth understanding of the Financial Industry including securities, advisors, and insurance.

The goal is to drive sustainable financial growth through boosting sales and forging strong relationships with clients. This job is ideal for someone who is dependable, achievement-oriented, and enjoys taking on challenges and is looking for career advancements.


  • Drive C-suite level client discussions to identify and help advance sales opportunities
  • Keep executive leadership informed on progress against objectives.
  • Responsible for locating, developing, defining, and closing business relationships.
  • Assist in developing strategies, senior management business reviews, and other written documents.
  • Understand and communicate key business drivers impacting growth strategy
  • Tracks individual contributors and their accomplishments.
  • Use project management processes to deliver projects and facilitate team meetings.
  • Conduct research to identify new markets and customer needs
  • Develop a growth strategy focused both on financial gain and customer satisfaction
  • Conduct research to identify new markets and customer needs
  • Excellent time-management and planning skills with the ability to shift priorities in a highly dynamic environment
  • Strong quantitative analysis, modeling, and logical reasoning skills
  • Discovers and explores business opportunities by analyzing market strategies, deal requirements, and financials.

Qualifications and Skills:

  • Bachelor’s Degree in Business Administration, Sales, Marketing, or relevant field
  • Minimum 2 years working experience as a business development manager, sales executive, or a relevant role within Financial Planning services
  • Proficiency in MS Office and CRM software
  • In-depth understanding of the market landscape for financial planning ·
  • Ability to lead C-suite level conversations with agency leadership
  • Demonstrate excellence in written and verbal communication, executive presence
  • excellent time-management and planning skills with the ability to shift priorities in a highly dynamic environment
  • Strong quantitative analysis, modeling, and logical reasoning skills
  • Digital Marketing and Strategy Marketing experience is a must


  • Generous benefits package – health, dental, vision, and life/disability
  • 401k
  • Flexible work schedule
  • Advancement/management opportunities

Job Type: Full-time

Pay: $40,000.00 - $80,000.00 per year


  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Employee discount
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Tuition reimbursement
  • Vision insurance


  • Monday to Friday

Supplemental Pay:

  • Commission pay


  • Bachelor's (Preferred)

Work Location:

  • One location

Work Remotely:

  • No


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