Marketing Specialist

Job Description

Job Description

Marketing Specialist

 

Join Wilde Wealth Management Group and help bring our brand, advisor experience, and marketing initiatives to life.

Wilde Wealth Management Group is looking for an organized, proactive, and detail-oriented Marketing Specialist to support our growing marketing efforts. This role is ideal for someone who enjoys turning plans into action, managing multiple projects, supporting advisors, coordinating events and campaigns, and making sure the details come together to create a consistent and professional experience.

As our Marketing Specialist, you’ll serve as an important resource within the Marketing team. You’ll work closely with the Marketing Manager, advisors, leadership, internal teams, vendors, compliance partners, and strategic partners to coordinate marketing campaigns, events, communications, branded materials, advisor initiatives, and other projects that support the firm’s growth.

 

What You’ll Do

In this role, you will:

• Coordinate marketing campaigns and initiatives by managing timelines, materials, communications, approvals, and deliverables from planning through completion.
• Support advisors with marketing needs, including brochures, flyers, presentations, digital assets, event materials, email communications, and other branded collateral.
• Coordinate client, advisor, recruiting, and firm events by managing invitations, registrations, promotional materials, presentations, signage, vendor needs, and other event details.
• Support advisor onboarding and transition-related marketing needs, including branded materials, announcements, headshots, social media assets, marketing collateral, and other communications.
• Draft and coordinate email campaigns, event invitations, social media content, internal communications, advertisements, and other marketing materials.
• Develop and coordinate marketing collateral and communications that support firmwide initiatives, advisor needs, recruiting efforts, events, and strategic partnerships.
• Maintain brand consistency by reviewing marketing materials, presentations, digital assets, and other communications to ensure they align with Wilde Wealth brand standards.
• Coordinate with graphic designers, printers, photographers, promotional vendors, venues, and other partners to communicate project needs, timelines, and deliverables.
• Support the marketing compliance process by coordinating submissions, tracking approvals, incorporating feedback, and maintaining organized records of approved materials.
• Assist with digital marketing initiatives, including social media, paid advertising, lead-generation campaigns, forms, and online marketing assets.
• Support strategic partnerships by coordinating co-branded materials, campaigns, events, and communications with attorneys, CPAs, mortgage professionals, and other professional partners.
• Coordinate promotional items and branded merchandise, including ordering, inventory, distribution, and event needs.
• Maintain organized marketing files, templates, project documentation, and approved materials.
• Manage multiple projects and priorities while proactively identifying needs, resolving routine issues, following up on outstanding items, and keeping stakeholders informed.

What We’re Looking For

You’ll be a great fit for this role if you’re someone who takes ownership, pays attention to the details, and enjoys managing a variety of projects. You are proactive and comfortable moving work forward independently, while also knowing when to ask questions or involve others.

You thrive in a fast-paced, entrepreneurial environment and are able to stay organized, adaptable, and solution-oriented under pressure. You communicate clearly, follow through on commitments, and understand that successful marketing requires both creativity and strong execution.

You bring a positive, professional, and self-motivated approach to your work and have a strong “can-do” mindset. You are a collaborative team player who knows how to work effectively with different personalities, keep projects moving, and bring out the best in the people and partners involved.

 

Required Qualifications

• Bachelor’s degree in marketing, communications, business, finance, or a related field.
• 3+ years of relevant marketing experience.
• Strong project management, account management, and organizational skills.
• Demonstrated ability to manage multiple projects, deadlines, contributors, vendors, and approval processes simultaneously.
• Ability to thrive in a fast-paced, entrepreneurial environment and manage competing priorities effectively.
• Strong verbal and written communication skills.
• Strong attention to detail, follow-through, proofreading, and quality-control skills.
• Ability to independently manage projects from initial request through completion.
• Ability to prioritize competing deadlines and proactively communicate when timelines or deliverables may be impacted.
• Ability to use sound judgment, solve routine problems, and recommend practical solutions.
• Positive, professional, and self-motivated approach with a willingness to take ownership and get things done.
• Strong interpersonal skills and the ability to professionally work with advisors, leadership, team members, vendors, and external partners.
• Proficiency with Microsoft Office, including Outlook, PowerPoint, Excel, and Word.
• Experience using project management, marketing, or design platforms.
• Flexibility to occasionally support events outside standard business hours.

Preferred Qualifications

• Experience in financial services, wealth management, professional services, or another highly regulated industry.
• Experience creating marketing collateral, developing marketing communications, and executing integrated marketing campaigns.
• Experience with Canva, Adobe Creative Suite, or similar design platforms.
• Experience with email marketing platforms such as Constant Contact.
• Experience creating, managing, or supporting paid social media campaigns through Meta Ads Manager.
• Experience with CRM platforms, social media management tools, or other digital marketing platforms.
• Experience coordinating marketing materials through a compliance or regulatory review process.
• Experience supporting events, sponsorships, strategic partnerships, or advisor-facing marketing initiatives.

What Success Looks Like

Success in this position means Wilde Wealth’s marketing projects are organized, timely, accurate, and consistently reflect the firm’s brand. You anticipate needs, communicate early, follow through on commitments, and keep projects moving without requiring significant day-to-day oversight.

You build strong working relationships with advisors, internal teams, vendors, and partners while providing responsive and professional marketing support. You understand priorities, take ownership of your responsibilities, and help ensure campaigns, events, and marketing initiatives move from idea to execution successfully.

At Wilde Wealth, we value people who collaborate, communicate professionally, take ownership, and care about delivering high-quality work. If you enjoy being the person who keeps projects moving, brings organization to the details, and helps turn marketing ideas into finished results, we’d love to hear from you

Monday - Friday 8a - 5p
In-Office