Responsibilities

• Marketing Execution & Campaign Deployment: Execute marketing initiatives aligned with advisor growth goals and strategic marketing plans. Deploy and manage marketing campaigns across multiple channels, including email, social media, digital marketing, content distribution, and automation platforms. Build, schedule, and distribute marketing communications using approved systems, templates, and tools. Support campaign implementation by coordinating timelines, gathering assets, and ensuring deliverables are completed accurately and on schedule. Monitor campaign performance and provide insights to support optimization efforts.
• Event Planning & Support: Coordinate and execute advisor marketing events, including seminars, client appreciation events, workshops, webinars, and community outreach activities. Assist with event logistics, vendor coordination, registration management, communications, promotional materials, and follow-up activities. Partner with advisors and internal teams to ensure events are delivered successfully and align with strategic objectives. Track event outcomes and support post-event reporting and analysis.
• Project Management: Manage multiple marketing projects simultaneously while maintaining attention to detail and meeting deadlines. Coordinate with internal creative, content, digital, compliance, and production teams to move projects efficiently through the marketing workflow. Ensure marketing requests, approvals, and deliverables are completed in accordance with established processes and service standards. Maintain project documentation, timelines, and status updates for advisors and internal stakeholders.
• Advisor Support & Strategic Contribution: Partner closely with internal team to execute marketing plans and growth initiatives for assigned advisory firms. Develop an understanding of advisor business goals, target audiences, and growth priorities to support effective implementation. Leverage Carson marketing tools, resources, and best practices to recommend appropriate tactics and solutions. Contribute ideas and observations that help improve marketing outcomes, partner experience, and operational efficiency. Escalate strategic opportunities, challenges, and advisor needs to internal team as appropriate.
• Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.