Marketing Specialist

Position Summary

The Marketing Specialist is responsible for supporting and executing the firm’s marketing strategy to enhance brand visibility, drive client engagement, and support business development efforts. This role combines digital marketing, content creation, event coordination, and campaign execution to strengthen the firm’s presence and attract prospective clients.

The ideal candidate is detail-oriented, creative, and data-driven, with the ability to manage multiple initiatives while maintaining brand consistency. This individual will work closely with leadership, advisors, and business development teams to align marketing efforts with firm growth objectives.

Our Team Values

Generosity - We give to bless others and inspire our clients to do the same

Relationship - We value others by prioritizing relationships and showing empathy

Excellence - We strive for the highest levels of quality and professionalism by never cutting corners

Authenticity - We are consistent in our character and genuine care for our clients

Fun - We create a positive and enjoyable environment that encourages strong connections

Job Responsibilities

• Support development and execution of marketing campaigns across digital and traditional channels
• Create and manage content for email marketing, website updates, social media, and client communications
• Serve as the primary point of contact and coordinator with external marketing partners ensuring alignment, effective communication and time execution of marketing initiatives
• Develop and execute multi-channel lead generation campaigns to drive qualified leads, manage inbound lead
• flow, and collaborate closely with the sales team to support pipeline development and conversion efforts.
• Coordinate client events, seminars, and community outreach initiatives
• Assist with brand management to ensure consistency across all marketing materials
• Maintain and update CRM and marketing automation systems for campaigns and reporting
• Track and analyze website traffic and engagement metrics
• Collaborate with advisors to develop marketing materials that support client acquisition and retention
• Manage vendor relationships (designers, printers, digital platforms, etc.)
• Support compliance review processes for marketing materials in a regulated environment
• Identify opportunities to improve marketing effectiveness and streamline processes
• Oversee end-to-end podcast and video content management across multiple platforms to support brand visibility and audience engagement.

Position Qualifications

• Bachelor’s degree in marketing, Communications, Business, or a related field (required)
• 2–5 years of marketing experience, preferably within financial services or a professional services environment
• Proficiency in digital marketing tools, including email platforms, social media management tools, and website content management systems
• Experience with CRM platforms (e.g., Redtail, Salesforce, HubSpot) preferred
• Experience with Canva or other graphic design tools
• Strong written and verbal communication skills with the ability to tailor messaging to target audiences
• Proven ability to manage multiple projects, prioritize effectively, and meet deadlines
• Analytical mindset with the ability to interpret data and translate insights into actionable strategies
• Familiarity with compliance considerations in a regulated industry is a plusRequired Abilities and Personal Character Qualities
• Highest level of integrity and ethical standards, and absolute respect for client confidentiality.
• Attention to detail and a high degree of accuracy; ability to work in a highly regulated environment and navigate paperwork requirements with minimal error.
• Professional attitude, demeanor, and appearance.
• Passion for excellence and a strong dedication to clients and teammates
• Ability to interact with business owners, C-level executives, and high net worth clients.
• Initiative and resourcefulness to solve problems and suggest improvements.
• Ability to work independently but also collaborate in a team atmosphere.

Pay: $58,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Work Location: In person