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Westlake Ohio Full Time Posted: Tuesday, 13 March 2018

Marketing Manager

Fast-paced financial services firm in Westlake, Ohio, looking for a proactive, organized marketing manager to join our team. The ideal candidate demonstrates high-attention to detail, advanced copywriting capabilities, effective communication and experience in managing multiple projects, team members and vendors as it relates to traditional and digital marketing, events, advertising, websites, and client communications.


Please submit the following with your resume for consideration:

  • Coverletter
  • Worksample(s) that demonstrate abilities


Facilitate marketing and communications initiative for C2P Enterprises, which may include, but not limited to:

  • Works in conjunction with creative agency to implement and oversee the execution and maintenance of all corporate marketing communication strategies; works as liaison between internal and external team members
  • Strategize, copy develop, manage design and maintain updates for consistency to array of marketing communications materials (one pagers, brochures, promotional flyers, etc.).
  • Manages copywriting for internal corporate communications with high attention to detail. (client emails, newsletters, message boards, etc.)
  • Oversees web, social and events teams as it relates to maintaining consistent brand standards and corporate communications efforts
  • Schedules, tracks and coordinates all marketing project requests, deadlines and materials with various vendors and staff to accomplish project goals and timelines
  • Collaborates with digital marketing on database best practices standards to grow and segment lists and continuously improve conversions and tracking
  • Creates or manages the design of logos, corporate documents, sales presentations or similar requests as needed by staff, training department and corporate partners
  • Manages trade show attendance, webinars and other marketing event logistics (pre- and post-event marketing and on-site logistics planning)
  • Maintains content inventory to keep current brand and process standards documented in all active marketing materials
  • Manages website maintenance and SEO activities for all C2P brands to keep with current information and digital best practices
  • Manages the coordination & execution of email marketing and digital lead generation campaigns for C2P brands, working with vendors on creation of landing pages, database integration, lead scoring and sales team follow ups
  • Maintains inventory of corporate collateral and facilitates marketing requests from sales team
  • Manages the organization of and access to creative files on Box to share between staff and vendors
  • Manages team of project coordinators and junior associates; conducts project, employee development and review meetings as needed
  • Performs all other duties as assigned



  • Bachelor's degree in relevant field
  • Minimum of 5 years of experience
  • Minimum of 2 years management experience
  • Advanced copywriting & professional correspondence skills
  • Proficient in Microsoft Office
  • Proficient in InDesign, Adobe
  • Proficient in Adobe Creative Design a plus [u1] [B2] but not required
  • Understanding of digital and social marketing standards (Infusionsoft experience a plus)

Send your resume in strict confidence to:

Brenda LeBlanc

Clarity 2 Prosperity

RE: Marketing Manager

You may also submit your application to: (see below)

Four Companies. One Vision.

Clarity 2 Prosperity (C2P) has developed four unique corporate entities to provide advisors with a flexible service experience to fit perfectly within their unique regulatory and business environments and preferences. Advisors can access Clarity 2 Prosperity's turnkey training resources through our fee-only programs (The Path or The Mastermind Group), or through an arrangement with a qualified corporate entity such as their broker-dealer, IMO or RIA. This fee may also be reduced or waived as part of their business affiliation with sister organizations C2P Advisory Group, our IMO division, or Prosperity Capital Advisors, our registered investment advisory firm.

Clarity 2 Prosperity

Clarity 2 Prosperity (Clarity) is a financial training, coaching and IP development organization led by financial advisors, coaches, mentors and business leaders committed to simplifying the financial planning process and improving the financial lives of American families. Its mission is to help advisors shift their mindset and planning process from being transactional to becoming holistic planners and service providers, coordinating all areas of their clients' financial lives including insurance, investments, tax, legal, Social Security and Medicare. The foundation of the training, processes and resources is based on the philosophy of collective wisdom from a mastermind group, in which like-minded advisors learn, share and grow their businesses together. New business-building ideas are continuously tested in model offices and once proven successful, scalable and repeatable, they are packaged into turnkey processes and added to an innovative, university-style E-learning platform for advisors and their teams to implement effectively.

C2P Advisory Group

C2P Advisory Group (C2Pa) is a fiduciary-friendly insurance marketing organization that facilitates product screening, selection and support for fixed and fixed indexed annuities, single premium immediate and deferred-income annuities. As one of the first IMOs to apply for financial institution status with the Department of Labor, C2P Advisory Group is dedicated to providing and facilitating best-interest practices. Its founder began selling FIAs in his personal financial practice in 1995, the year they were first introduced, and has since developed the firm to include a team of CERTIFIED FINANCIAL PLANNERS to help position the products as a financial planning tool.

Prosperity Capital Advisors

Prosperity Capital Advisors (PCA) is an SEC Registered Investment Adviser that provides financial planning and asset management solutions to investment advisors nationwide. With an evidence-based investment philosophy, PCA works to create holistic portfolio options for the long-term investor.

Valor Capital Management

Valor Capital Management (VCM) is an investment advisory firm operating as a Turnkey Asset Manager Program (TAMP) and as a strategist on the EnvestNet platform for Investment Advisor Representatives. VCM offers exclusivity as one of only sixteen approved DFA TAMPs, widespread distribution, Global Investment Performance Standards (GIPS) compliance, and audited performance reports accessible on Morningstar.

Westlake Ohio, United States of America
Brenda LeBlanc 
3/13/2018 1:06:36 PM

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