Marketing Specialist (Investments) at Dynasty Financial Partners | Florida, USA

Dynasty Financial Partners

Marketing Specialist (Investments)

Florida, USA (Unknown)

Salary Not AvailableEntry Level1+ years expFull time

Posted 2 months ago

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Job Summary

Own advisor-focused content and multi-channel campaigns that translate complex investments into clear messaging, while coordinating with Investments, Product, and Compliance to keep content accurate and timely.

Translate complex investment concepts into advisor messaging across materials, events, and digital channels.
Coordinate with Investments, Product, and Compliance to support go-to-market content and campaigns.
Analyze content performance and identify improvements to boost advisor engagement and effectiveness.

Job Description

Responsibilities

Develop and maintain investment-related marketing content, including presentations, emails, web content, and educational materials
Write advisor-focused content, including market commentary, investment explainers, and client-ready materials
Translate complex investment strategies, market data, and product mechanics into clear, digestible messaging for financial advisors and their clients
Support the creation of timely, market-responsive content in partnership with the Investments teams, including commentary under tight timelines
Support the execution of integrated marketing campaigns across email, events (virtual and in-person), and digital channels
Assist in developing content for lead-generation efforts, including emails, landing pages, and supporting marketing materials
Support marketing efforts tied to webinars, events, and broader advisor education initiatives
Help deliver a consistent, advisor-focused marketing experience across channels and touchpoints
Partner closely with Investment Solutions, Product, and Compliance teams to support go-to-market initiatives
Work collaboratively with internal marketing functions (content, digital, design) to ensure alignment and high-quality execution

Requirements

1–3 years of experience in marketing, communications, or a related role, preferably within financial services or a regulated industry
Strong written and verbal communication skills, with the ability to simplify complex topics
Exceptional attention to detail, organization, and project management skills
Ability to manage multiple priorities in a fast-paced, collaborative environment
Bachelor’s degree in marketing, communications, business, finance, or a related field
Familiarity with investment products, markets, or portfolio construction concepts
Exposure to advisor-focused marketing or wealth management platforms
Experience supporting multi-channel marketing campaigns (email, events, digital, content)

Preferred

Familiarity with investment products, markets, or portfolio construction concepts
Exposure to advisor-focused marketing or wealth management platforms
Experience supporting multi-channel marketing campaigns (email, events, digital, content)

Benefits

Health Insurance
Dental insurance
Vision insurance
Retirement plan 401(k)
401(k) matching
Paid Time Off
FSA/HSA benefits plans
Disability benefits
Voluntary Life Insurance
Basic Life Insurance

Dynasty Financial Partners

4.8 Glassdoor

Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country.With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community.Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity.Visit our website for more information: www.dynastyfinancialpartners.comFollow us on Twitter: @DynastyFPSubscribe on Youtube: http://bit.ly/1MKXhC8*Please note: Dynasty does not conduct any business on any social media platform. Also, Dynasty will never ask you to send personal or financial information (such as account numbers, passwords, or Social Security numbers) over social media platforms.*

Founded in 2010

St. Petersburg, Florida, USA

dynastyfinancialpartners.com

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