Responsibilities

• Brand Identity: Execute and maintain consistency of the Legacy Advisors brand across all materials, platforms, and communications.
• Brand Identity: Design branded assets including social graphics, email templates, pitch deck materials, event invitations, and print collateral.
• Brand Identity: Serve as the internal authority on brand standards including fonts, colors, tone, and logo usage.
• Brand Identity: Maintain and organize all creative assets and branded templates for firm-wide use.
• Content: Own and manage a rolling content calendar, maintained 30 to 90 days in advance across LinkedIn, Facebook, YouTube, and the website.
• Content: Source content proactively from advisors, department leads, and firm leadership.
• Content: Write, edit, and publish social posts, blog content, and video scripts aligned to the firm’s voice.
• Content: Plan and coordinate quarterly video content capture days; build and maintain a library of video and photo assets for ongoing use.
• Content: Drive firmwide social media participation; coach colleagues on LinkedIn posting, resharing, and platform engagement.
• Content: Track monthly performance KPIs and use data to refine the content approach.
• Content: Coordinate with the firm's compliance resource to ensure all content is reviewed and approved prior to publication.
• Events: Plan and execute client-facing and internal events end to end: logistics, vendors, invitations, RSVPs, and on-site management.
• Events: Develop a content capture plan for each event and produce pre- and post-event social content.
• Events: Manage event communications through Mailchimp, including invitations, reminders, and post-event follow-up.
• Administrative Support: Provide general administrative assistance to support the smooth operation of the firm.
• Administrative Support: Maintain accurate records in internal systems including CRM list management.
• Administrative Support: Assist with meeting preparation, correspondence, printing, and office coordination as needed.
• Administrative Support: Contribute to a welcoming environment for clients, guests, and visitors.

Requirements

• 5 to 7 years of experience in marketing, communications, or event management; professional experience preferred.
• Demonstrated ability to operate independently and drive deliverables.
• Strong copywriting and content creation skills.
• Experience managing LinkedIn content strategy and organic social media presence.
• Proficiency with design and video tools (Canva, Adobe Creative Suite, or equivalent) and basic video editing.
• Experience with email marketing platforms (Mailchimp or equivalent) and CRM systems.
• Excellent organizational and project management skills with strong attention to detail.
• Strong interpersonal skills and professional demeanor.
• Bachelor’s degree preferred.
• Commitment to Legacy’s Core Values of… Client First Work Hard Excellence Positive Attitude Respect Always Do the Right Thing

Preferred

• Experience with wealth management or RIA firms (preferred)
• Bachelor’s degree in a related field or equivalent experience (preferred)

Benefits

• Medical, Dental, and Vision Insurance
• Group Life, Short-Term Disability, and Long-Term Disability – provided at no cost to the associate
• Voluntary Life and AD&D Insurance options available
• Flexible Spending Accounts (FSA) and Dependent Care Accounts
• 401(k) Plan
• Paid Time Off (PTO)
• A culture of professional growth, stability, and long-term success