Social Media Specialist [AQ-17943]

About the role

We are looking for a consultative, confident, and self-motivated Social Media Specialist to help stand up, refine, and lead our social media presence. This is a foundational role combining high-level strategy with hands-on execution. You will shape our brand voice, make complex ideas digestible, and adapt campaign messaging across multiple channels, with a primary focus on LinkedIn, YouTube, and Facebook. In addition to strategy and content creation, this role features a key consultative component. You will partner with internal marketing teams and present design concepts and strategic points-of-view during client-facing virtual meetings with partner firms. You must be well-spoken, able to explain the “why” behind your design choices, and skilled at asking the right discovery questions to uncover partner needs. Because this is a newly defined role entering an evolving space, you should feel comfortable navigating ambiguity, driving a clear plan forward, and collaborating seamlessly with our centralized Content and MarComms teams.

Responsibilities

• Develop and execute a nimble, scalable social media strategy aligned with overall brand, campaign, and business priorities.
• Participate in virtual client-facing calls with transition partners; confidently present social designs, articulate the strategic rationale, and ask probing questions to extract key messaging goals.
• Establish social media guidelines, governance, and workflows to ensure brand consistency as our social presence grows.
• Translate complex financial topics (e.g., tax planning, estate planning, wealth management) into digestible, engaging, and channel-appropriate content across LinkedIn, Facebook, and YouTube.
• Partner with the centralized Content team (blog/article writers) and MarComms team (PR and product leads) to repurpose core content into high-impact social assets.
• Collaborate with creative resources to conceptualize strong digital visual assets, including optimized YouTube thumbnails and channel graphics.
• Plan, write, schedule, and publish day-to-day posts across all active platforms.
• Monitor channel performance, community engagement, and key metrics across platforms.
• Work alongside analytics leads to conduct regular content audits, refining tone, publishing cadence, and visual direction based on data.
• Stay