Marketing Specialist - Broker Dealer

A financial services organization is seeking an experienced Marketing Specialist to support strategic marketing initiatives, business development efforts, and advisor-focused marketing programs. This is a hands-on role for a well-rounded marketing professional who can independently manage projects from planning through execution, work effectively with senior stakeholders, and coordinate across digital, communications, events, brand, and creative functions. Key Responsibilities Support the development and execution of strategic marketing initiatives and campaigns. Manage marketing projects from concept through completion, coordinating with internal teams, vendors, and external partners. Develop professional presentations, reports, dashboards, and marketing materials for senior leadership. Support local events, conferences, marketing activations, and other promotional initiatives. Partner with recruiting and business development teams on lead-generation and growth marketing campaigns. Develop marketing content across email, social media, digital, and other communication channels. Create and maintain marketing collateral, presentations, digital assets, and branded materials. Support marketing initiatives focused on recruiting and engaging financial advisors. Coordinate advisor events, communications, onboarding materials, and marketing resources. Serve as a marketing point of contact for internal stakeholders and financial advisors. Track campaign activity and marketing performance through CRM and reporting tools. Maintain consistency across marketing materials and ensure adherence to brand standards. Coordinate with digital, communications, design, web, and events teams on marketing initiatives. Support special projects and evolving marketing priorities as needed. Qualifications Bachelor's degree in Marketing, Communications, Business, or a related field. 5+ years of progressive marketing experience. Financial services experience within wealth management, asset management, banking, or fintech strongly preferred. Experience managing marketing initiatives from planning through execution. Exposure to digital marketing, communications, events, campaigns, brand management, or client/advisor marketing. Experience with CRM and marketing automation platforms; Salesforce or Salesforce Marketing Cloud preferred. Advanced PowerPoint skills with experience creating executive-level presentations. Strong Excel skills for reporting, data organization, and dashboards. Familiarity with social media, email marketing, digital content, and web-based marketing. Working knowledge of Adobe Creative Suite, Canva, or similar creative tools is preferred. Strong communication, organization, and project management skills. Ability to manage multiple projects and priorities in a fast-paced environment. #J-18808-Ljbffr Ascendo Resources