Marketing Consultant Senior

TEKsystemsCharlotte, NC
$50 - $59Hybrid

About The Position

We are seeking a Digital Marketing Consultant to serve as a strategic marketing partner to a portfolio of financial advisors. In this client-facing role, you will develop and execute customized marketing strategies that help advisors attract prospects, engage clients, and grow their businesses. The ideal candidate combines strategic thinking with hands-on execution and is comfortable managing multiple client relationships while driving measurable marketing results.

Requirements

  • 3 to 5 years of experience in marketing, digital marketing, or communications.
  • Bachelor's degree in Marketing, Communications, Business, or a related field preferred.
  • Experience developing and executing multi-channel marketing strategies.
  • Experience creating marketing plans from strategy through implementation and measurement.
  • Strong knowledge of content marketing, social media marketing, email marketing, website content and optimization, SEO fundamentals, paid advertising concepts, and lead generation strategies.
  • Ability to develop strategic recommendations based on campaign performance and data analysis.
  • Experience managing client relationships and serving as a trusted advisor.
  • Strong verbal and written communication skills.
  • Comfortable leading presentations and facilitating strategic discussions.
  • Ability to think critically and respond confidently to client questions.
  • Excellent project management and organizational skills.
  • Ability to manage multiple priorities and deadlines simultaneously.
  • Demonstrated ownership, accountability, and follow-through on projects.
  • Self-motivated with the ability to work independently and collaboratively.

Nice To Haves

  • Experience with marketing automation, CRM, or digital marketing platforms such as HubSpot, Broadridge, FMG, or similar solutions.
  • Familiarity with Google Analytics, Google Ads, and marketing reporting tools.
  • Experience within financial services, wealth management, or other highly regulated industries.
  • Understanding of event marketing and webinar promotion.

Responsibilities

  • Serve as the primary marketing consultant for up to 13 financial advisors.
  • Develop customized marketing strategies aligned to each advisor's business goals, target audience, and growth objectives.
  • Conduct discovery conversations to identify advisor needs and recommend strategic marketing solutions.
  • Lead recurring strategy meetings to present recommendations, campaign results, and ongoing opportunities.
  • Develop and manage content calendars across multiple channels.
  • Create content pillars and messaging strategies.
  • Write and edit marketing copy for email, social media, blogs, newsletters, and other digital marketing channels.
  • Develop and execute email marketing campaigns, including campaign strategy, messaging, and coordination of creative assets.
  • Support social media marketing initiatives and content distribution strategies.
  • Assist with paid advertising campaigns by developing ad copy and contributing to campaign strategy.
  • Monitor, analyze, and report on marketing performance and campaign effectiveness.
  • Translate performance data into actionable insights and strategic recommendations.
  • Utilize analytics and reporting to identify opportunities for optimization and future growth.
  • Partner with graphic design and creative teams to ensure brand consistency and effective campaign execution.
  • Collaborate with advisor support teams and stakeholders to execute marketing initiatives.
  • Conduct market research and competitive analysis to identify trends and opportunities.

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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