Responsibilities

• - Develop and implement engaging and innovative content for firm’s website and social media platforms (Facebook, LinkedIn, YouTube, Instagram, and Google)
• - Create and update all marketing materials including brochures, handouts, signage, presentations, and digital assets
• - Communicate with CEO on a regular basis to ensure direct marketing efforts are delivering required results
• - Be a liaison with FMO marketing department on any new marketing ideas
• - Attend and assist with coordinating seminars, client events and networking venues
• - Coordinate day-to-day marketing activities to help ensure all efforts serve to achieve campaign objectives
• - Coordinate with and respond to third-party marketing vendors
• - Write content for multichannel platforms, including social media posts, blogs, and newsletters including new segments and talking points
• - Oversee and respond to incoming messages on social media and online appointment software in a timely manner
• - Gather data and configure reports to support various data and analysis projects

Requirements

• - 3-5 years of experience in a marketing role
• - Strong ability to execute online and offline marketing campaigns and a sharp eye for detail
• - Demonstrates a high level of creativity and a strong commitment to excellence
• - Proficient in managing and developing social media content across multiple platforms
• - Experienced in designing, executing, and analyzing email marketing campaigns
• - Advanced proficiency with Microsoft Office Suite
• - Strong organizational skills with the ability to prioritize projects and manage time effectively
• - Demonstrates outstanding customer service abilities with exceptional verbal and written communication skills, along with proven leadership capabilities

Preferred

• - Experience in the financial industry preferred
• - Experience working with CRM/software systems (Redtail, Wealthbox, Snappy Kraken)
• - Desire to work long-term in the financial industry

Benefits

• - 401(k) with a company match
• - PTO begins accruing immediately and becomes available for use after 6 months of employment