Marketing Specialist

Responsibilities

• This full time, in-person opportunity combines hands-on marketing execution with on-site coordination of the office’s active seminar and client event schedule, including occasional evening support.
• 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.

Requirements

• Bachelor's degree in Marketing, Communications, Business, or a related field required.
• Strong organizational and project management skills with the ability to manage multiple priorities simultaneously required.
• Excellent written and verbal communication skills required.
• Strong attention to detail and commitment to delivering high-quality work required.
• Ability to learn and utilize marketing technology platforms, automation tools, and reporting systems required.
• Ability to work collaboratively across teams and build positive relationships with internal and external stakeholders required.
• Demonstrated problem-solving skills and willingness to take ownership of assigned work required.

Preferred

• Minimum of one year of marketing experience preferred; internships or relevant project experience may be considered.
• Experience supporting marketing campaigns, events, social media, email marketing, or related marketing activities preferred.
• Interest in developing marketing strategy knowledge and growing within a marketing consulting environment preferred.

Benefits

• Base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment.