Marketing Director

Responsibilities

• Develop and manage the firm's overall marketing strategy and calendar
• Create marketing strategies designed to generate qualified prospective-client appointments
• Plan and market educational seminars, client events, and other lead-generation events
• Manage and grow The Retirement Steward radio show, podcast, YouTube, and related digital content
• Manage social media, email marketing, website content, SEO, and local search initiatives
• Repurpose radio, video, and educational content across social, email, website, and other digital channels
• Develop prospect follow-up and lead-nurture campaigns
• Coordinate outside media, web, creative, and marketing partners
• Identify community, media, and partnership opportunities that increase awareness of Family Legacy Planning
• Maintain consistent branding and messaging across Family Legacy Planning and The Retirement Steward

Requirements

• At least 1 year of hands-on professional marketing experience
• High-energy, self-motivated, and comfortable taking ownership
• Strong written and verbal communication skills
• Experience with digital marketing, social media, email, content, website/SEO, or lead generation
• Strong organizational skills and ability to manage multiple projects and deadlines
• Ability to work independently and follow projects through to completion
• Comfortable learning new technology, CRM systems, analytics platforms, and AI-enabled marketing tools
• Professional presence and ability to build relationships with prospects, clients, community partners, and vendors
• Detail-oriented while still capable of generating new ideas and moving quickly

Preferred

• Experience in financial services, professional services, public relations, events, radio/podcast/video, or another regulated industry is helpful but not required.