MARKETING GRAPHICS DESIGN & CONTENT CREATION SPECIALIST Financeware
POSITION OVERVIEW: The new Marketing Graphics Design & Content Creation Specialist will be part of a growing team responsible for brand marketing & PR, digital UI/UX design, direct & digital marketing, sales & advisor support, and product & business development for the firm's award-winning Financeware goals-based financial planning SaaS software for the wealth management industry. This new position brings creative out-of-the-box thinking and tech savvy expertise in-house for the first time to focus on a major planned design and content transformation throughout the firm to deliver highly visual & stylistic design innovations and rich, intuitive user experiences. Key opportunities include: new brand look & feel guidelines (colors, logos, selling lines, email signatures, business cards, letterhead, presentation templates, event booths and videos), new websites, new mobile apps, expanded social media, new software product presentation layer designs, and new interactive digital videos for sales showcase demos, onboarding new advisors, and webinar education.
COMPANY OVERVIEW: Founded in 1999, Wealthcare is a pioneer of goals-based wealth management technology and advisory services headquartered in Richmond, Virginia. Wealthcare is focused on helping advisors and their clients together achieve the lifelong financial goals they value most while minimizing taxes and fees. Wealthcare's patented, goals-based advising approach allows advisors to give their clients measurable confidence in exceeding their goals, while avoiding both undue investment risks and unnecessary sacrifices to their lifestyle. More company details are available online at www.wealthcarecapital.com.
Wealthcare has recently been acquired by a private equity firm who has assembled an all-star board of directors and management team to accelerate growth of their two businesses:
Financeware financial planning software solutions, featuring the patented Comfort Zone methodology. Wealthcare operates its technology licensing business serving the clients of over 30,000 advisors who are affiliated with both independent financial services and Fortune 500 companies. The wealth management technology licensees service an estimated $200 billion in assets under their administration (AUA).
Wealthcare's integrated end-to-end RIA turnkey asset management (TAMP) outsourcing practice, which is one of the first true Unified Managed Household platforms (UMH). As a registered investment advisor, Wealthcare oversees more than $800 million in assets under management (AUM) for clients in 35 states through its network of financial advisors or third-party financial advisory firms.
LOCATION: This new position is based in the Company's headquarters in Richmond, Virginia.
COMPENSATION: This new position will receive a competitive compensation package tailored to the candidate's experience level including a base salary, comprehensive benefits, and the potential for a bonus incentive.
REPORTING: This new position will report to Noelle Owenby, Wealthcare's AVP of Marketing.
POSITION REQUIREMENTS: We are seeking a dynamic, self-motivated, forward thinking, highly creative, stylistic and tech savvy team player who is eager to learn quickly, adapt and multi-task as needed to help create and implement significant UI/UX graphics design and content innovations that will differentiate the firm's brands and capture the imagination of advisors and their clients with rich and intuitive digital user experiences.
Minimum of 2 years experience leveraging leading-edge UI/UX graphics design techniques and innovative content creations that intrusively break through the clutter and noise, build a differentiated brand image, and deliver rich and intuitive user experiences. Optional ideal experience within the financial services industry in brand marketing, advertising, product design or digital UI/UX design, including working with wealth management or financial advisors and the industry's unique regulatory compliance guidelines.
Track record of eagerness to learn quickly and contribute as part of a winning team.
Excellent communication skills and friendly personality to easily engage with cross-functional team members, financial advisor customers and their client investors.
Exceptional time and project management skills with the ability to multi-task.
Proven ability to take initiative and quickly create, influence and implement change improvements.
Results orientation towards achieving personal, team and company growth goals.
Ideal work experience and training might include many of the following areas:
Branding - strategic positioning and innovative ideas that capture the hearts & minds of target audiences.
UI/UX - rich & intuitive user experiences that are intrusively differentiated and easy to understand and use.
Graphics Design - innovative, out-of-the-box thinking, leveraging modern techniques and visual style.
Content Creation - smart packaging of concise, designed content to generate interest and consumption.
Digital - designs and content that stands out in a small screen size world for time starved audiences.
Web - modern, high-tech, rich, visual, integrated, responsive web designs that work across all channels.
Mobile - channel delivery that takes advantage of our increasingly anytime, anywhere, any device world.
Video - interactive video to showcase new products, onboard new customers, and educate customers.
Social Media - integrated social media into the digital media mix to create deeper customer relationships.
Digital Graphics & Content Design Methodology - big picture understanding of broader design disciplines:
Information Architecture Design - strategic wireframe framework, UI/UX design, process flows, user navigation and calls to action to deliver target consumer experiences and business objectives.
Visual Design - creative visual look & feel mock-ups including branding elements.
Technology Design - technology considerations including dynamic and interactive Web 2.0 design for intuitive, easy-to use experiences, and technology applications integration (eg video, social).
Content Design - all consumer language copy, video storyboard/scripts and visual images, including digital marquee ads.
Data Analytics Design - data engine for lead management and digital marketing optimization.
||100 West Franklin Street |
Richmond, VA 23220