Responsibilities

• Build and maintain strong advisor relationships by serving as the strategic marketing partner and primary point of contact.
• Lead strategic planning with clients, including developing annual and quarterly marketing plans aligned to their business goals.
• Hold clients accountable to milestones, deliverables, and the execution of agreed-upon plans.
• Coordinate and oversee digital marketing initiatives including: online lead generation campaigns, social media strategy, email nurture sequences, content marketing, video, SEO, and website development.
• Oversee traditional marketing initiatives including branding, logo development, identity packages, direct mail, radio, TV, brochures, and print materials.
• Partner with the internal marketing team (creative, digital, programs) to ensure seamless project execution.
• Provide insights and reporting on campaign performance, optimize plans, and guide next steps.
• Manage internal workflow using Asana and maintain accurate project documentation.
• Partner with compliance and legal teams to submit marketing materials and implement feedback.
• Prepare weekly status updates for clients and internal stakeholders.

Requirements

• Bachelor’s degree in marketing, communications, business, or equivalent experience
• 4+ years of professional marketing experience, including account management or client-facing roles
• Experience developing and executing integrated marketing plans
• Experience working closely with creative, digital, and cross-functional teams
• Proficiency in Microsoft Office Suite

Nice to have

• Familiarity with financial services (bonus but not required)