Marketing Specialist

Responsibilities

• Coordinate marketing campaigns and initiatives by managing timelines, materials, communications, approvals, and deliverables from planning through completion.
• Support advisors with marketing needs, including brochures, flyers, presentations, digital assets, event materials, email communications, and other branded collateral.
• Coordinate client, advisor, recruiting, and firm events by managing invitations, registrations, promotional materials, presentations, signage, vendor needs, and other event details.
• Support advisor onboarding and transition-related marketing needs, including branded materials, announcements, headshots, social media assets, marketing collateral, and other communications.
• Draft and coordinate email campaigns, event invitations, social media content, internal communications, advertisements, and other marketing materials.
• Develop and coordinate marketing collateral and communications that support firmwide initiatives, advisor needs, recruiting efforts, events, and strategic partnerships.
• Maintain brand consistency by reviewing marketing materials, presentations, digital assets, and other communications to ensure they align with established brand standards.
• Coordinate with graphic designers, printers, photographers, promotional vendors, venues, and other partners to communicate project needs, timelines, and deliverables.
• Support the marketing compliance process by coordinating submissions, tracking approvals, incorporating feedback, and maintaining organized records of approved materials.
• Assist with digital marketing initiatives, including social media, paid advertising, lead-generation campaigns, forms, and online marketing assets.

Requirements

• Bachelor’s degree in marketing, communications, business, finance, or a related field.
• 3+ years of relevant marketing experience.
• Strong project management, account management, and organizational skills.
• Demonstrated ability to manage multiple projects, deadlines, contributors, vendors, and approval processes simultaneously.
• Ability to thrive in a fast-paced, entrepreneurial environment and manage competing priorities effectively.
• Strong verbal and written communication skills.
• Strong attention to detail, follow-through, proofreading, and quality-control skills.
• Ability to independently manage projects from initial request through completion.
• Ability to prioritize competing deadlines and proactively communicate when timelines or deliverables may be impacted.
• Ability to use sound judgment, solve routine problems, and recommend practical solutions.

Preferred

• Experience in financial services, wealth management, professional services, or another highly regulated industry.
• Experience creating marketing collateral, developing marketing communications, and executing integrated marketing campaigns.
• Experience with Canva, Adobe Creative Suite, or similar design platforms.
• Experience with email marketing platforms such as Constant Contact.
• Experience creating, managing, or supporting paid social media campaigns through Meta Ads Manager.
• Experience with CRM platforms, social media management tools, or other digital marketing platforms.
• Experience coordinating marketing materials through a compliance or regulatory review process.
• Experience supporting events, sponsorships, strategic partnerships, or advisor-facing marketing initiatives.

Benefits

• 401(k)