Responsibilities

• Develop and execute ongoing marketing initiatives designed to enhance advisor visibility, strengthen brand presence, and support firm growth
• Create and manage client-facing communications including email newsletters, educational materials, event promotions, and advisor updates
• Lead social media strategy and execution across LinkedIn and other digital platforms, including content creation, scheduling, engagement, and performance tracking
• Support video content development and editing, including advisor messaging, thought leadership content, and short-form digital media
• Coordinate marketing campaigns and initiatives from concept through execution across digital, email, and client outreach channels
• Maintain consistency in branding, messaging, and overall client experience across all communications and platforms
• Track engagement analytics and marketing performance metrics, proactively identifying opportunities for improvement and increased reach
• Support day-to-day wealth management operations, including client onboarding workflows and account maintenance processes
• Assist in improving and documenting internal processes and workflows
• Coordinate with advisors and client service teams to ensure seamless execution of client requests