Marketing Manager

Responsibilities

• Campaign Management: Execute digital marketing campaigns (email, website, social media, digital ads) following content calendars and strategic priorities set by leadership.
• Email Marketing: Manage email platforms, schedule campaigns, coordinate content creation, and oversee distribution.
• Website Management: Maintain and update website content; support structural improvements to scale advisor-specific and corporate content.
• Corporate Communications: Coordinate firmwide communications, including internal newsletters and corporate announcements.
• Content Execution: Oversee creation and delivery of marketing materials such as newsletters, advisor event materials, social posts, and client communications—ensuring compliance with brand and regulatory standards.
• Event Support: Assist in planning, promoting, and executing advisor and client events, webinars, and sponsorships.
• Vendor Oversight: Manage relationships with external marketing vendors and agencies, ensuring alignment with directives from leadership and effective execution.
• Social Media Management: Execute posting schedules, monitor engagement, and coordinate responses to inbound comments, questions, or leads.
• Analytics & Reporting: Track marketing KPIs, campaign ROI, and engagement metrics, delivering regular reports to leadership.
• Team Collaboration: Manage the Marketing Associate, providing direction on daily tasks and priorities while fostering a collaborative environment.

Qualifications

• Bachelor’s degree in Marketing, Communications, Business, or related field.
• 5-10 years of marketing experience, ideally in financial services or a regulated industry.
• Proficiency in email marketing platforms, CMS, and CRM tools (HubSpot, Salesforce, or similar); knowledge of Account Engagement a plus.
• Strong organizational skills with the ability to manage multiple projects and deadlines.
• Excellent written and verbal communication skills, with strong attention to detail.
• Experience coordinating with vendors and managing outsourced creative or digital agencies.
• Ability to translate leadership direction into actionable marketing plans and measurable outcomes.