Marketing Associate

Job Description

Job Description

Description

The Marketing Specialist is responsible for supporting the firm's marketing strategy through the development, execution, and optimization of marketing campaigns, digital communications, brand initiatives, and advisor marketing support. This role is ideal for a well-rounded marketing professional who enjoys wearing multiple hats and thrives in a fast-paced, collaborative environment. The Marketing Specialist will create compelling visual and written content, manage digital marketing campaigns, support social media strategy, execute email marketing initiatives, and assist with marketing technology platforms. Working closely with internal stakeholders across Business Development, Investments, Practice Synergies, Operations, Retirement, Human Capital, and executive leadership, this role helps strengthen Concurrent's brand while supporting advisor growth and business development initiatives.

• Create engaging marketing content for digital, print, email, web, and social media platforms. 
• Research industry trends, competitor activity, and marketing best practices to identify opportunities for innovation.
• Design marketing collateral, presentations, advertisements, newsletters, brochures, infographics, and other branded materials. 
• Manage the firm's social media presence across platforms including LinkedIn, Facebook, X, Instagram, and other relevant channels. 
• Develop and execute social media content calendars and campaign strategies that increase engagement and brand awareness. 
• Monitor social media analytics and recommend strategies to improve performance and audience engagement. 
• Create, distribute, and optimize email marketing campaigns utilizing HubSpot or similar marketing automation platforms. 
• Segment marketing audiences and analyze campaign performance to improve engagement and conversion rates. 
• Maintain and update website content, landing pages, and digital marketing assets as needed. 
• Edit and produce high-quality video content for marketing campaigns, social media, advisor communications, and internal initiatives using video editing platforms such as Riverside and other content creation tools.
• Partner with internal departments and advisor-facing teams to develop marketing materials supporting recruiting and advisor growth initiatives. 
• Assist with branding initiatives to ensure consistency across all marketing materials and communication channels. 
• Utilize Canva and other design platforms to develop visually compelling marketing assets. 
• Leverage artificial intelligence tools to improve content creation, marketing efficiency, campaign development, and workflow automation while maintaining brand standards. 
• Assist with planning and execution of conferences, advisor events, webinars, and other marketing initiatives. 
• Maintain marketing asset libraries, templates, brand standards, and digital content repositories. 
• Track organic campaign performance, website analytics, social media metrics, and email marketing results while providing recommendations for continuous improvement. 
• Collaborate with external vendors, agencies, and technology partners as needed. 
• Support additional marketing initiatives and special projects as assigned.

• Bachelor's degree in Marketing, Communications, Business, Graphic Design, Public Relations, or related field preferred. 
• Minimum of 2 years of progressive marketing experience. 
• Experience within the wealth management, Registered Investment Advisor (RIA), broker-dealer, financial services, or related industry preferred. 
• Demonstrated experience managing social media platforms and developing social media marketing strategies. 
• Experience creating and executing email marketing campaigns utilizing HubSpot or similar marketing automation platforms.
• Proficiency with Canva or comparable graphic design software. 
• Experience utilizing social media management platforms (such as Hootsuite, Sprout Social, Buffer, Later, or similar tools). 
• Experience creating marketing collateral, presentations, digital content, and branded communications. 
• Familiarity with website content management systems (CMS) and basic SEO principles preferred. 
• Experience leveraging artificial intelligence tools to improve marketing content creation and productivity preferred. 
• Advanced proficiency with Microsoft Office Suite, including PowerPoint, Excel, Word, and Outlook. 
• Excellent written, verbal, organizational, and project management skills. 
• Strong attention to detail with the ability to manage multiple priorities in a fast-paced environment. 
• Creative mindset with strong visual design and communication abilities. 
• Ability to work independently while collaborating effectively across multiple departments.

• 401(k) matching
• Dental Insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance