Strategic Relationship Marketing Manager
NorthStar Financial Services Group LLC
 Omaha, NE

Orion Advisor Services is seeking a Strategic Relationship Marketing Manager, to manage and implement marketing agreements and opportunities with Broker Dealers and Corporate RIAs. Your diverse skill set should include the ability to execute on; strategic planning, project management, content development and messaging, tactical


  • Negotiate marketing addendum's in contracts with Broker Dealers and Corporate RIAs to drive new advisor business and increased wallet share for existing advisors
  • Implement and execute all marketing plans related to Broker Dealers and Corporate RIAS, collaborating with the rest of the marketing team for content development, design needs, and best practices
  • Partner and coordinate with the Strategist Partners to increase new advisor business, assets on out platforms, and adoption of our technology and service offerings.
  • Seek opportunities to expand relationships with large clients, from both a marketing and sales perspective
  • Establish marketing goals and develop metrics and measurement tools to evaluate success and maximize ROI for marketing programs, reporting results to relevant stakeholders and optimizing campaigns

Skills Needed to Perform the Job:

  • Team player that prefers working in a creative, detail-oriented, and collaborative cross-team capacity
  • Ability to organize, prioritize, and meet deadlines in a fast-paced environment while simultaneously handling multiple initiatives
  • Excellent analytical and problem-solving skills with an ability to communicate effectively with a wide variety of audience types
  • Strong verbal and written communications and interpersonal skills; writing samples will be requested
  • Desire to own the strategy and execution of projects, while being comfortable with ambiguity/proceeding without all information
  • Ability to efficiently and effectively manage (from project management to relationship management all types of projects

Education and Experience needed:

  • Minimum of a Bachelors Degree in Marketing, Communications, or related field
  • Orion Industry Certification must be obtained within 90 days of employment
  • Minimum of 4-6 years of experience in marketing or related field, preferably in Financial Services