Marketing Specialist

About the Role

Key Responsibilities

• Develop and execute digital marketing campaigns aimed at lead generation and client retention
• Design and manage email marketing initiatives, including list segmentation, campaign execution, A/B testing, editorial calendar, and performance reporting
• Create compelling content for various stages of a campaign, including blog posts, email copy, landing pages, sales collateral, and social media
• Collaborate across the business to align marketing campaigns with sales initiatives and channel-specific strategies
• Support sales enablement by developing presentation decks, email templates, talking points and other tools to help the sales team engage clients and prospects effectively
• Help develop content that promotes the brand story and highlights advisor success, including case studies, client testimonials, videos and thought leadership
• Provide content support for conferences and events including pre-event promotions, ad and booth material creation, coordination of CE credit sessions, and post-event follow up communications
• Analyze performance data and provide actionable insights to improve campaign effectiveness
• Contribute strategic ideas that support the marketing team's initiatives and help drive brand awareness
• Work with legal and compliance to navigate the approval process
• Build strong internal relationships to ensure all resources are leveraged and optimized
• Maintain a deep understanding of the independent advisor market, staying informed of industry trends and competitive positioning

Requirements

• Bachelor's degree in marketing, communications, or a related field
• 5+ years of experience in B2B marketing, preferably in financial services
• Experience with marketing automation, email marketing, and lead nurturing strategies
• Strong knowledge of digital marketing channels including social media, SEO, SEM, and paid media
• Proficiency with marketing tools such as Eloqua, 6Sense, Workfront, and Salesforce

Nice to Have

• Experience working in financial services marketing
• Knowledge of independent advisor market and industry trends
• Additional certifications or training in digital marketing tools

Qualifications

• Bachelor's degree in marketing, communications, or a related field

Benefits & Perks

• Paid parental leave
• Back-up childcare arrangements
• Paid volunteer days
• Education assistance
• Access to thriving employee networks