Banking Field Marketing & Communications

Banking Field Marketing & Communications is responsible for developing and executing the go-to-market strategy that equips Financial Advisors, their teams, and Wealth Management Bankers to successfully introduce and grow engagement in new banking products. Key Responsibilities Develop and execute the field marketing strategy supporting the firm’s banking business, including checking, savings, and rewards. Lead advisor and banker go-to-market planning and execution for new bank checking and savings products, capabilities, and enhancements. Create compelling sales enablement materials including presentations, playbooks, competitive positioning, FAQs, conversation guides, and collateral. Own field communications strategy, ensuring timely, consistent, and engaging communications across advisor and banker audiences. Partner closely with Product Management to translate product features into advisor-focused positioning. Collaborate with WM Communications and Brand teams to ensure consistent messaging across internal channels. Work closely with Compliance and Legal to deliver compliant communications while maintaining speed to market. Measure advisor engagement and adoption, using insights to continuously optimize field marketing efforts. Serve as a strategic thought partner to Banking leadership throughout the evolution of the firm’s banking business.