Intelligence Driven Advisers

2792 Gateway Road

Carlsbad, CA 92009

www.idawealth.com

About Us:

At Intelligence Driven Advisers (IDA), we're more than just a wealth management firm—we're dedicated partners in your financial journey. As a full-time fiduciary and independent firm, we are committed to delivering personalized and conflict-free financial solutions to high-net-worth individuals, families, and businesses. Our process-driven approach allows us to explore global opportunities, ensuring that our clients receive the highest level of service and access to a diverse range of investment and planning strategies.

Position: Marketing Coordinator

Social Media:

Manage and elevate our presence across platforms like Facebook, X, LinkedIn, and Instagram.
Develop and implement a content calendar for consistent, timely, and impactful messaging.
Engage with our online community by responding to comments, messages, and mentions, fostering positive interactions.
Create engaging content—articles, blog posts, graphics, videos, and infographics—that reflects IDA's expertise and values.
Collaborate with our Adviser Team, Tax Team and Institutional Retirement Plan Consultant Team to develop educational and informative content on relevant wealth management topics.
Leverage your graphic design skills to produce visually appealing content that enhances our brand.
Ensure all content aligns with our brand voice, is accurate, and is up-to-date.
Monitor social media trends, adapting our strategy to stay relevant and compelling.
Track key performance metrics and provide regular reports to optimize our social media strategy with data-driven insights.

General Marketing:

Collaborate with various IDA teams to execute marketing strategies and campaigns, including social media, publications, and website maintenance.
Assist in maintaining and developing departmental foundations and structures such as libraries, CRMs, and SOPs.
Support marketing campaigns, initiatives, and the creation of marketing materials.
Coordinate event logistics and support execution to enhance IDA's brand presence.

Requirements:

Minimum of 2 years of experience in social media or wealth management marketing, or similar professional experience.
Bachelor's degree in marketing, communications, or a related field.
Strong writing and editing skills with attention to detail.
Proficiency with social media management tools and analytics platforms.
Experience in website management, including content updates, basic HTML/CSS coding, and familiarity with content management systems (CMS) to maintain and enhance our firm's online presence.
Creative thinker with a knack for generating fresh and engaging content ideas.
Strong graphic design skills and proficiency in graphic design software (e.g., Adobe Creative Suite).
Strong organizational and time-management skills to manage multiple tasks and deadlines effectively.
Knowledge of wealth management terminology and an understanding of the industry is a plus.
This position is based in our Carlsbad office, with a hybrid work option.

IDA Wealth

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Marketing Coordinator