Marketing Design & Content Specialist

Responsibilities

• Design and build polished, on-brand presentations for client meetings, events, and internal use
• Turn dense financial concepts into clear, logical visuals and narratives that guide a novice through detailed information
• Create and maintain a template system that makes our decks faster to build and consistent across the firm
• Structure educational content (articles, guides, presentations, web content) so it flows from foundational to advanced
• Write clear, engaging copy for blogs, client communications, and marketing materials in a consistent brand voice
• Identify gaps and opportunities in our content and propose ideas to fill them
• Serve as the day-to-day resource for brand standards, keeping visual identity and tone consistent across all deliverables
• Improve existing templates and collateral for digital campaigns and in-person events
• Build, segment, test, and deploy email campaigns from start to finish
• Track engagement, analyze results, and recommend refinements

Requirements

• 4+ years of marketing, design, or communications experience; financial services or another regulated industry is a plus
• Advanced PowerPoint skills and a strong eye for layout, hierarchy, and visual detail
• Intermediate-to-advanced proficiency in Adobe Creative Suite (Illustrator, Photoshop, InDesign) and Canva; you can build a template system, not just fill one in
• A portfolio or work samples showing client-facing presentations and/or content you’ve organized and designed
• Strong writing and editing skills, with excellent command of grammar
• Experience building and running email campaigns in a platform such as Mailchimp, Constant Contact, or similar
• Proven ability to simplify complex information for a non-expert audience
• Strong organization and project management skills, with the ability to juggle several projects and meet deadlines
• Self-directed and accountable, able to work with minimal day-to-day supervision and to know when to escalate
• Comfortable collaborating with marketers and sales professionals

Preferred

• Familiarity with financial services marketing regulations (e.g., the SEC Marketing Rule)
• Experience with marketing automation platforms (e.g., ActiveCampaign, GoHighLevel)
• Basic video editing or SEO knowledge

Benefits

• Competitive benefits package including Medical, Dental, Vision, Life, LTD, and Teladoc
• Company-paid gym membership
• 401(k) matching
• 9/80 work schedule
• 3 weeks of PTO per year
• LTI Program
• Relocation package will be considered for the right applicant