Marketing Success Specialist

Job Summary

Managing a high-tier book of financial advisor clients, the full-time Marketing Success Specialist will provide personalized guidance, execute multi-channel content campaigns, and deliver exceptional customer service in a remote environment.

Key responsibilities

• Serve as the primary advisory contact for financial advisor clients, fostering long-term relationships through proactive outreach and goal tracking
• Review and execute monthly content calendars across various channels, incorporating client feedback for campaign effectiveness
• Collaborate with clients to develop strategies for targeting prospects and maximizing the use of dashboard tools

Required qualifications

• 3+ years of experience in a client-facing or account management role
• Demonstrated understanding of email marketing, social media, and content strategy
• Strong organizational skills with the ability to manage a high-volume book of business
• Genuine curiosity about digital marketing and eagerness to learn financial marketing best practices
• Proficiency in using computers and adapting to new software technologies