Responsibilities

• Create and manage marketing strategies/campaigns for financial services
• Develop and execute targeted inbound marketing strategies designed to attract and engage high-net-worth individuals and prospective clients
• Manage the firm’s digital marketing channels by creating and updating website content, SEO initiatives, email campaigns, and social media platforms (Facebook, Instagram, YouTube, LinkedIn)
• Create, edit, and distribute compelling educational financial literacy content, blog articles, market updates, and video shorts
• Engage with local businesses & educational establishments to identify and create opportunities to schedule events/seminars and engage with the community
• Manage logistics for events, webinars, and workshops from planning stages through execution by sending out invitations, organizing and setting up, creating/distributing promotional materials/PowerPoint Presentations, videotaping event, and conducting post-event follow-up
• Increase brand awareness and identify opportunities for local sponsorship, charity, and public relations
• Create all marketing materials, ensuring compliance with SEC, FINRA, and firm guidelines/standards
• Gather data, analyze, and report on ROI/cost per lead/conversion rates in order increase business and optimize spending
• Maintain up to date knowledge with SEC/FINRA compliance guidelines

Requirements

• 3-5 years’ marketing experience, preferably in financial services, wealth management, insurance, or related
• Bachelor’s degree in Marketing, Communications, Business, or related
• Strong computer skills: Canva, PowerPoint, Illustrator
• Strong organization skills and time management skills
• Strong attention to detail
• Self-motivated
• Relocation not available
• Candidates must be authorized to work in the United States; Visa sponsorship is not available
• 401k match up to 4%, 2 weeks PTO, 40 hours sick time, Paid holidays

Benefits

• 401k match up to 4%, 2 weeks PTO, 40 hours sick time, Paid holidays