Marketing Specialist (Investments)

Key Responsibilities

• Develop and maintain investment-related marketing content, including presentations, emails, web content, and educational materials
• Write advisor-focused content, including market commentary, investment explainers, and client-ready materials
• Translate complex investment strategies, market data, and product mechanics into clear, digestible messaging for financial advisors and their clients
• Support the creation of timely, market-responsive content in partnership with the Investments teams, including commentary under tight timelines
• Support the execution of integrated marketing campaigns across email, events (virtual and in-person), and digital channels
• Aid in developing content for lead-generation efforts, including emails, landing pages, and supporting marketing materials
• Support marketing efforts tied to webinars, events, and broader advisor education initiatives
• Help deliver a consistent, advisor-focused marketing experience across channels and touchpoints
• Track and analyze marketing activity performance, including engagement and campaign effectiveness
• Help identify opportunities to improve content effectiveness, distribution strategies, and advisor engagement
• Maintain and organize marketing materials to ensure accessibility, consistency, and alignment with brand standards
• Monitor industry trends and competitor marketing activity to inform content and campaign development
• Support segmentation-based marketing efforts, helping tailor messaging and content to different advisor audiences and experience levels
• Aid in refining how investment offerings are positioned and communicated across channels
• Contribute to the development of clear, consistent messaging frameworks that support advisor adoption and understanding

Qualifications

• 1–3 years of experience in marketing, communications, or a related role, preferably within financial services or a regulated industry
• Strong written and verbal communication skills, with the ability to simplify complex topics
• Exceptional attention to detail, organization, and project management skills
• Ability to manage multiple priorities in a fast-paced, collaborative environment
• Bachelor’s degree in marketing, communications, business, finance, or a related field

Preferred Experience

• Familiarity with investment products, markets, or portfolio construction concepts
• Exposure to advisor-focused marketing or wealth management platforms
• Experience supporting multi-channel marketing campaigns (email, events, digital, content)

BENEFITS

• Health Insurance
• Dental insurance
• Vision insurance
• Retail retirement plan 401(k)
• 401(k) matching
• Paid Time Off
• FSA/HSA benefits plans
• Disability benefits
• Voluntary Life Insurance
• Basic Life Insurance

EQUAL EMPLOYMENT OPPORTUNITY

Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.