Responsibilities

• Social Media Management: Support execution of firmwide social media strategies across LinkedIn, Instagram, and other approved digital channels; Develop, schedule, and publish social content that aligns with business priorities, brand standards, and compliance requirements; Maintain and manage content calendars for Wealth Management, Corporate marketing, and firmwide initiatives; Coordinate social media campaigns supporting thought leadership, events, webinars, podcasts, recruiting efforts, and corporate announcements; Monitor social media channels for engagement opportunities, trends, and brand mentions; Assist in community management by responding to and escalating inquiries as appropriate; Support employee advocacy initiatives by assisting advisors and employees with social media participation and content-sharing programs.
• Hearsay & Compliance Administration: Manage day-to-day publishing workflows through Hearsay; Coordinate content approvals with Marketing, Legal, and Compliance teams; Support employee social media participation programs and advisor/employee social media enablement; Maintain familiarity with firm social media policies and financial services regulatory requirements; Ensure content is archived, approved, and published in accordance with firm guidelines and industry regulations.
• Content Development: Draft compelling social copy tailored to platform-specific audiences; Assist in repurposing articles, market commentary, videos, podcasts, white papers, and website content into engaging social assets; Collaborate with Creative Services to develop graphics, video snippets, and digital content; Collaborate with Marketing team members to develop content that aligns with business goals; Support content planning and editorial meetings.
• Analytics & Reporting: Track and report key performance metrics including impressions, engagement, click-through rates, audience growth, website traffic, and campaign effectiveness; Develop recurring social media and digital marketing reports for stakeholders; Identify actionable insights and optimization opportunities based on campaign performance; Support benchmarking efforts and competitive analysis.
• Digital Campaign Support & Project & Team Support: Assist in planning, launching, and optimizing digital marketing campaigns; Support paid social, email marketing, website promotion, and lead-generation initiatives; Collaborate across the marketing team to ensure consistent messaging across channels; Help test new digital tactics, audience-targeting approaches, and campaign formats; Coordinate projects across Digital Marketing, Brand, Creative Services, Wealth Marketing, and Corporate Marketing teams; Maintain project timelines and help ensure timely execution of campaigns and initiatives; Stay informed on emerging social media, digital marketing, and financial services trends.

Requirements

• Bachelor's degree in Marketing, Communications, Digital Media, Public Relations, Journalism, or a related field.
• 2–4 years of experience in social media, digital marketing, content marketing, or communications.
• Hands-on experience managing LinkedIn and Instagram content for a brand or subject matter expert.
• Strong copywriting and content development skills.
• Familiarity with social media scheduling and management platforms.
• Experience creating and maintaining content calendars.
• Strong attention to detail, organization, and project management skills.
• Proficiency with Microsoft Office .Ability to manage multiple projects and deadlines in a fast-paced environment.

Preferred

• Experience within financial services, wealth management, banking, asset management, insurance, or other highly regulated industries.
• Experience using Hearsay, Sprout Social, Hootsuite, or similar social media management platforms.
• Experience with paid social campaigns and digital advertising.
• Familiarity with Google Analytics and social reporting dashboards.
• Experience coordinating with compliance and legal review processes.