Are you detail-oriented, with a passion for digital strategy and marketing? Do you thrive in dynamic environments and take pride in exceeding expectations? We’re looking for a Marketing Specialist to join our team and play a key role in enhancing our brand and supporting business growth.
Key Responsibilities:
- Coordinate and manage events, webinars, email campaigns, and client calls
- Oversee brand management, including the company website, LinkedIn profiles, team bios, and media assets
- Maintain and manage databases, tracking the success of marketing campaigns
- Ensure deep understanding of the firm’s services and capabilities
- Safeguard intellectual capital while developing impactful presentations
- Execute firm-led initiatives and projects to completion
- Participate actively in team projects, client dinners, meetings, and offsite events
Team Overview:
You will collaborate with one of the top Wealth Teams committed to delivering world-class service. Our team consists of 6 specialized sub-groups: Investment Consulting, Advanced Planning, Relationship Management, Operations, Team Leadership, and Business Development. We foster a culture of high performance, teamwork, leadership, and growth. You’ll be surrounded by talented, driven colleagues, provided with opportunities to advance, and rewarded for your contributions.
Your Expertise:
- Minimum of 5 years of marketing experience, preferably in financial services
- Bachelor’s degree required
- Expertise in PowerPoint, Excel, OneNote, and Teams
- Creative thinker with a strong understanding of marketing strategies
- Proactive, organized, and committed to precision
- Goal-oriented, with a strong sense of accountability and ownership
- Dedication to providing exceptional service and exceeding expectations
- Strong relationship-building skills and a passion for helping others
- Excellent phone etiquette and written communication skills
- Confident in sharing ideas and contributing to team discussions
- Comfortable working in a team-based, collaborative environment
- Passionate about personal and professional growth, always seeking opportunities to develop new skills
This role is an opportunity to join a high-achieving team, contribute to meaningful work, and grow within a world-class organization. If you're motivated by excellence and thrive in a fast-paced environment, we’d love to meet you.
