Marketing Specialist

Progressive Staffing LLCWebster, NY
$55,000 - $60,000Onsite

About The Position

Our client, an independent financial planning firm in Rochester, is looking to hire a Marketing Specialist to join their growing team. This is a full-time, direct hire position.

Requirements

  • 3-5 years’ marketing experience, preferably in financial services, wealth management, insurance, or related
  • Bachelor’s degree in Marketing, Communications, Business, or related
  • Strong computer skills: Canva, PowerPoint, Illustrator
  • Strong organization skills and time management skills
  • Strong attention to detail
  • Self-motivated
  • Candidates must be authorized to work in the United States; Visa sponsorship is not available

Responsibilities

  • Create and manage marketing strategies/campaigns for financial services
  • Develop and execute targeted inbound marketing strategies designed to attract and engage high-net-worth individuals and prospective clients
  • Manage the firm’s digital marketing channels by creating and updating website content, SEO initiatives, email campaigns, and social media platforms (Facebook, Instagram, YouTube, LinkedIn)
  • Create, edit, and distribute compelling educational financial literacy content, blog articles, market updates, and video shorts
  • Engage with local businesses & educational establishments to identify and create opportunities to schedule events/seminars and engage with the community
  • Manage logistics for events, webinars, and workshops from planning stages through execution by sending out invitations, organizing and setting up, creating/distributing promotional materials/PowerPoint Presentations, videotaping event, and conducting post-event follow-up
  • Increase brand awareness and identify opportunities for local sponsorship, charity, and public relations
  • Create all marketing materials, ensuring compliance with SEC, FINRA, and firm guidelines/standards
  • Gather data, analyze, and report on ROI/cost per lead/conversion rates in order increase business and optimize spending
  • Maintain up to date knowledge with SEC/FINRA compliance guidelines
  • Utilize CRM systems, design software, and email marketing platforms to drive marketing campaigns
  • Work well both independently and in a team environment
  • Other duties as assigned/as necessary

Benefits

  • 401k match up to 4%
  • 2 weeks PTO
  • 40 hours sick time
  • Paid holidays
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