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Webcast Specialist

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The Webcast Specialist will be help increase the overall awareness of the financial institution’s extensive product solutions through the production and promotion of all webcasts and workshops. This position is responsible for helping to deepen existing client relationships, increase share of wallet, and improve client loyalty and retention by driving advisor and industry awareness of offerings. This Event Coordinator needs to have a general understanding of what differentiates the financial institution from the competition.

RESPONSIBILITIES:
• Responsible for the production of the WebEx
• Responsible for marketing all Institutional webcasts and workshops
• Manage webcast logistics including; pre – and post-event communications, event survey, and event registration
• Develop and maintain webcast calendar by soliciting input from institutional marketing team on relevant topics
• Work with marketing SMEs to develop event communications
• Execute delivery of event communications – communications target 3 main audiences – internal associates, advisors and industry
• Create campaigns in Salesforce/Sales Reports to tag all event registrants and participants to ensure Sales is informed of advisors’ interests
• Ensure all webcast event information is archived for easy access on The Source, Veo and Advisor Education
• Ownership of surveys , reporting and CE credits

REQUIREMENTS:
• Experience producing WebEx webcasts
• 4 Year College Degree
• 3 Years Related Work Experience
• Excellent understanding of marketing fundamentals
• Strong project management capabilities
• Exceptional relationship-management skills - the position requires the associate to collaborate and partner effectively with marketing and business SMEs
• Excellent presentation skills with ability to communicate effectively with peers and management team

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