Marketing Specialist

Job Description

Seeking a Marketing Specialist to join a a highly visible marketing team.

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The ideal candidate is a well-rounded marketing professional who can independently manage initiatives from strategy through execution, work confidently with senior stakeholders and Financial Advisors, and collaborate across digital, communications, brand, events and creative teams.

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Responsibilities

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• Partner with Marketing leadership on strategic and firm-wide initiatives from planning through execution
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• Lead marketing initiatives supporting Financial Advisor recruiting, including lead-generation campaigns, content, events and recruiting collateral
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• Partner with Recruiting to develop campaigns designed to build and nurture the Financial Advisor pipeline
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• Serve as a key Marketing contact for Financial Advisors throughout the onboarding and advisor lifecycle
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• Develop polished presentations, proposals, dashboards and executive-level marketing materials
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• Coordinate advisor-facing marketing initiatives across digital, communications, brand, web and events
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• Support Financial Advisor recruiting and industry events across key markets
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• Manage email, social media and digital content initiatives in partnership with internal specialists and external agencies
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• Track campaign performance, CRM activity and key marketing KPIs
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• Manage multiple concurrent projects, ensuring strong execution, consistency and follow-through
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• Provide hands-on support for Miami-based events, advisor onboarding and other evolving Marketing priorities
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Qualifications

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• 5+ years of progressive Marketing experience
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• Financial services experience strongly preferred, ideally within wealth management, asset management, banking or fintech
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• Bilingual English/Spanish required
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• Experience independently managing cross-functional marketing initiatives
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• Strong digital marketing, campaign, content and/or event marketing experience
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• Experience working with CRM and marketing automation platforms; Salesforce/Marketing Cloud preferred
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• Advanced PowerPoint skills with the ability to create executive-level presentations
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• Strong communication and stakeholder-management skills
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• Comfortable interacting directly with senior executives, Financial Advisors and external partners
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• Highly organized, resourceful and able to manage multiple priorities in a fast-paced environment
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• Bachelor's degree in Marketing, Communications, Business or related field
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