Description:
Key Responsibilities:
- Client Communications: Develop and manage email campaigns, newsletters, and client updates to ensure clear and consistent messaging.
- Event Coordination: Plan, promote, and execute client and prospect events, both in-person and online, ensuring seamless organization and attendee experience.
- Advisor Collateral & Presentations: Create and maintain marketing collateral and presentations for our advisors to support client meetings and business development efforts.
- Shared Resources: Maintain a library of shared marketing resources for internal teams, including templates, presentations, and graphics.
- Content Support: Assist in creating, editing, and distributing content for clients and prospects, such as blog posts, articles, and whitepapers.
- Social Media Management: Oversee social media accounts, including content creation, graphics design, and calendar management to increase brand presence.
- Awards & Recognition: Manage submissions for industry awards and other forms of recognition to enhance the firm’s reputation.
- Lead Administration: Support lead generation and administration tasks.
- Event Support: Coordinate logistical aspects of events, including vendor communication, registrations, and promotional materials.
What You Bring as a Marketing Specialist:
- Bachelor’s degree in Marketing, Communications, Business, or a related field.
- 3+ years of experience in marketing, preferably within the financial services or RIA industry.
- Strong communication skills, with the ability to create compelling content.
- Experience in event planning and execution, both virtual and in-person.
- Proficiency in social media platforms and management tools.
- Graphic design skills and familiarity with tools like Canva, Adobe Creative Suite, or similar.
- Knowledge of email marketing platforms (e.g., Pardot, HubSpot, Marketing Cloud) and CRM systems (Salesforce preferred).
- Ability to multitask, prioritize, and work efficiently under deadlines.
- A proactive, creative, and collaborative mindset.
- Good people skills are paramount.
- Bonus Skills: Pardot email automation, Salesforce knowledge, Graphic Design (Adobe Creative Suite/ Photoshop/ Canva), Website Content Management (WordPress), Content Writing, Google AdWords or Analytics, and HTML design.