Marketing Specialist
Job Summary
Collaborating closely with advisor teams, the full-time remote Advisor Marketing Specialist will create, execute, and optimize marketing strategies to drive measurable growth, focusing on campaign planning, execution, and relationship management.
Key responsibilities
- Act as the marketing lead for 8-10 advisor teams, aligning marketing initiatives with team business goals
- Lead campaign planning and execution using various marketing tools, coordinating collateral development and vendor communications
- Foster strong relationships with financial advisors and internal stakeholders, ensuring visibility and documentation of marketing efforts
Required qualifications
- Bachelor's degree in marketing, communications, or a related field
- Minimum of 3 years of experience in marketing or sales enablement
- Proficiency in CRM systems, with Salesforce experience preferred
- Strong project management and relationship-building skills
- Ability to learn new applications and technologies quickly, including marketing tools like Wistia and Canva
Complete Job Description
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