Marketing Manager

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At VLP Financial Advisors, we believe that financial planning is a process, not a product. Our team aims to provide clients with the highest quality investment and planning services by employing sophisticated investment solutions tailored to each individual situation.

Core Value:

People First
Team Player
Thoughtful
Forward Thinker
Growth Oriented

Marketing begins with people, so we’re looking for a client-centric marketing professional. The ideal candidate is passionate about digital media and the impact of high quality, educational content. Working cross-functionally to help the advisory, investment, and client service teams communicate complex topics in a digestible way, the Marketing Manager has a creative mindset and can manage multiple projects simultaneously. The marketing professional will be expected to prepare and present ideas and deliverables on a regular basis, and to research market trends and industry data so that the company remains at the cutting edge. Responsibilities will include but are not limited to:

Marketing Strategy and Support

Develop, execute, and adjust marketing strategies to align with firm goals and client needs.
Monitor market trends, competitor activities, and client feedback.
Contribute to sales and marketing materials development.
Conduct market research to understand target audience needs.
Review and execute VLP marketing calendar items on an ongoing basis.
Manage Google Ads search campaign to ensure consistent paid traffic to the website.

Online Presence and Social Media Management

Lead outlining and recording of bi-monthly podcast content.
Manage paid ads on YouTube to promote YouTube videos.
Manage regular creation and distribution of short form video content using Opus Clip.
Schedule and track social media post performance via Sprout Social.
Enhance and maintain the firm's online presence, including the website and social media.
Collaborate with compliance for content approvals.
Execute social media strategy to increase brand awareness and engagement.
Ensure regular updates to keep the website current and user-friendly.

Branding and Events Management

Organize and plan quarterly client sporting events. (i.e. Golf, Pickleball, Tennis)
Organize and plan annual VLP Golf Clinic each Spring.
Organize and plan annual VLP Happy Hour Series for clients and team.
Safeguard and reinforce the firm's brand identity in all marketing materials.
Ensure consistent branding across all channels.
Assist advisors with compliance submissions for their educational events.
Plan marketing events and document them through photos and videos.

Content Distribution and Data Tracking

Manage marketing content distribution through FMG Suite and Marketing Central.
Update quarterly marketing report to track marketing efforts and results.
Coordinate the release of 1-2 articles monthly based on brand topics and SEO research.
Track source of lead data
Report quarterly on website performance via Google Analytics.

Public Relations and Reporting

Manage creation and distribution of Bi-monthly & Quarterly VLP Newsletter.
Coordinate PR and outreach initiatives, including media releases, awards, and announcements.
Measure and report marketing campaign performance.
Lead bi-monthly department meetings to discuss marketing strategies.

Required Qualifications:

2+ years of marketing, communications, or advertising experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education.
Hands-on experience in developing campaigns and promotions.
Bachelor’s degree (or equivalent) in marketing, business, or related field.
Proficiency in Word, Excel, Outlook, CRM platforms, and marketing platforms.
Experience interacting directly with vendors.

Desired Qualifications:

5+ years of marketing, communications, or advertising experience, or equivalent.
Professional certification. (ex: Professional Certified Marketer)
Established media contacts.
Experience with relevant markets and trends.
Experience in content development and/or website design.

Skills:

Excellent written and verbal communication skills.
Superior interpersonal and organizational skills with a creative mindset.
Ability to work independently and multi-task by prioritizing workload to manage time effectively, complete work within deadlines, and produce accurate results.
Ability to work under pressure in a dynamic and complex environment.

Compensation & Benefits:

Base Salary: $70,000 - $80,000

Competitive salary and comprehensive benefits package:

401(k) Match, Profit Sharing Plan, Discretionary bonuses.
Employer-paid Medical and HSA contributions, optional Dental and Vision.
Employer-paid Life and ST/LT Disability Insurance.
Paid Time Off, Professional Development Program, Charitable Contribution Match Program.
Positive, family-friendly work environment.
Full-time (40 hours a week, M-F)
Hybrid work model, two days’ work from home, three days in office.

Prospective employees must be eligible to work in the United States without restriction as to duration, and a thorough background check is required to be considered for employment. Please submit a cover letter, resume, and salary requirements.

VLP is an equal employment opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We maintain a drug-free workplace environment.

Physical Demands and Work Environment:

The physical demands described here are representative of those that must be met by and employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Note:

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

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