Senior Marketing Specialist (Salesforce Marketing Cloud)

The Marketing Specialist supports execution of marketing initiatives across Cetera’s RIA and Branches Channel, including Cetera Planning Partners (CPP), RIA Blueprint, Cetera Investors, and future affiliated communities. This role is responsible for leading client-facing communications and supporting the development of Cetera’s direct-to-consumer (DTC) marketing capabilities across Cetera Planning Partners. The Specialist will own the planning, development, and execution of client communications programs—including email, content, and campaign messaging—ensuring a consistent, high-quality client experience that drives engagement, retention, and conversion. Expertise in Salesforce Marketing Cloud is a requirement of this position. In addition, this role will play a key part in building and scaling DTC marketing efforts, helping to connect end clients to advisors through targeted campaigns, digital journeys, and lifecycle marketing strategies. What You Will Do: Marketing Execution & Campaign Support Support CPP marketing plans, rebrands, advisor communications, and brand compliance. Develop advisor toolkits and marketing resources to drive adoption. Demand Generation & DTC Marketing Support digital campaigns, nurture flows, retargeting, and lead routing. Help build and optimize client acquisition funnels, email journeys, and conversion pathways. Partner with analytics and Salesforce teams to track campaign performance and engagement. Advisor Enablement & Local Marketing Coordinate advisor marketing initiatives, client events, and local growth programs. Create training materials and support onboarding for marketing tools and campaigns. Bridge national campaigns to local advisor execution. Client Communications Lead client-facing communications including email campaigns, newsletters, announcements, and lifecycle marketing through Marketing Cloud. Develop onboarding, nurture, retention, and re-engagement journeys. Partner with Communications, Creative, and Compliance teams to ensure messaging quality and consistency. Analytics & Reporting Maintain dashboards and track KPIs, leads, engagement, and campaign performance. Analyze results and recommend optimizations to improve outcomes. Cross-Functional Collaboration Partner with leadership, technology, compliance, analytics, Salesforce, and marketing teams to execute campaigns. Coordinate with external vendors and platform partners to meet project goals and timelines. What You Need to Have: Bachelor’s degree in Marketing, Communications, Business, or related field. 5+ years of relevant marketing experience. Travel up to 10%. 5+ years experience with Salesforce CRM and Marketing Cloud, executing end-to-end consumer-facing campaigns (strategy, implementation, performance review, etc.) 5-8 years of marketing experience, preferably in wealth management, financial services, or RIA-channel environments. Experience developing and executing client-facing / retail marketing communications, including email, content, and lifecycle campaigns. Understanding of direct-to-consumer (DTC) marketing principles, including customer journeys, segmentation, and conversion optimization. Working knowledge of digital marketing channels including SEO, paid media, email marketing, webinars, and social media. Strong project management skills with the ability to manage multiple concurrent initiatives. Detail-oriented with strong organizational and follow-through capabilities. Ability to communicate effectively with advisors and cross-functional stakeholders. Comfort working in a matrixed organization with shared services and compliance oversight. What's Nice to Have: Experience supporting client-facing / retail marketing or distributed sales organizations. Exposure to RIA or wealth management environments. Familiarity with distributed marketing tools or platforms. Experience supporting local market activation programs or micro-event campaigns. Compensation: The base salary range for this role in Dallas, TX & San Diego, CA is $83,000-$125,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations. About Us What we give you in return: Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and fostering. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. Paid caregiver leave to provide time away from work when caring for an ill or recovering family member. Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind About Cetera Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology. Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note : this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection. #J-18808-Ljbffr Cetera Financial Group