Marketing Specialist
We are seeking a motivated, strategic, and detail-oriented Marketing Specialist to join our team. This role is critical in driving growth by turning marketing initiatives into meaningful client engagement. The ideal candidate will have a natural drive to succeed, strong organizational discipline, and a passion for telling our story through multiple platforms.
Minimum Qualifications
An ideal candidate will possess:
- Strong project management skills and the ability to drive initiatives from start to finish
- Consistent follow-through and attention to detail
- A high internal drive to succeed and take ownership of outcomes
- A commitment to personal and professional growth
- Excellent organizational and communication skills
- Alignment with the firm’s core values and mission
Primary Responsibilities
In this role, you will:
- Maintain and enhance marketing strategies that bring prospective clients into the office to meet with advisors
- Maximize our 12 Marketing funnels including community workshops, TV and radio, podcast, YouTube, and published books
- Seek out new opportunities to grow our presence and impact as we scale into a national brand
- Ensure the leadership team has accurate reports and dashboards related to marketing performance
- Collaborate with internal teams to align marketing with operational and business objectives
- Reports – ensure the CEO and leadership team have accurate reports and dashboards necessary to manage and run the business.
- Demonstrate consistent alignment with company values in all work and communication
- Participate in self-improvement initiatives to grow in your role and better serve the team