Marketing Specialist - Broker Dealer

Job Description

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

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• Support the development and execution of strategic marketing initiatives and campaigns.
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• Manage marketing projects from concept through completion, coordinating with internal teams, vendors, and external partners.
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• Develop professional presentations, reports, dashboards, and marketing materials for senior leadership.
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• Support local events, conferences, marketing activations, and other promotional initiatives.
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• Partner with recruiting and business development teams on lead-generation and growth marketing campaigns.
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• Develop marketing content across email, social media, digital, and other communication channels.
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• Create and maintain marketing collateral, presentations, digital assets, and branded materials.
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• Support marketing initiatives focused on recruiting and engaging financial advisors.
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• Coordinate advisor events, communications, onboarding materials, and marketing resources.
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• Serve as a marketing point of contact for internal stakeholders and financial advisors.
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• Track campaign activity and marketing performance through CRM and reporting tools.
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• Maintain consistency across marketing materials and ensure adherence to brand standards.
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• Coordinate with digital, communications, design, web, and events teams on marketing initiatives.
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• Support special projects and evolving marketing priorities as needed.
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Qualifications

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• Bachelor's degree in Marketing, Communications, Business, or a related field.
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• 5+ years of progressive marketing experience.
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• Financial services experience within wealth management, asset management, banking, or fintech strongly preferred.
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• Bilingual English/Spanish required.
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• Experience managing marketing initiatives from planning through execution.
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• Exposure to digital marketing, communications, events, campaigns, brand management, or client/advisor marketing.
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• Experience with CRM and marketing automation platforms; Salesforce or Salesforce Marketing Cloud preferred.
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• Advanced PowerPoint skills with experience creating executive-level presentations.
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• Strong Excel skills for reporting, data organization, and dashboards.
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• Familiarity with social media, email marketing, digital content, and web-based marketing.
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• Working knowledge of Adobe Creative Suite, Canva, or similar creative tools is preferred.
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• Strong communication, organization, and project management skills.
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• Ability to manage multiple projects and priorities in a fast-paced environment.
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