Marketing Specialist

Carson Group•Pittsburgh, PA
•Onsite

About The Position

The Marketing Specialist supports advisory firm growth by executing marketing initiatives aligned with strategic objectives and business goals. The role combines hands-on marketing execution with on-site coordination of an active seminar and client-event schedule, including occasional evening support. The specialist tracks campaign and seminar results, organizes lead and follow-up data, and helps identify opportunities to improve marketing effectiveness. The position receives guidance from a dedicated Marketing Manager and support from Carson’s centralized marketing resources. Responsibilities include deploying campaigns across email, social media, digital marketing, content distribution, and automation platforms; building and distributing marketing communications; coordinating campaign timelines and assets; and monitoring performance. The specialist also coordinates seminars, client appreciation events, workshops, webinars, and community outreach, including logistics, vendors, registrations, promotion, communications, follow-up, and reporting. The role manages multiple projects and deadlines, coordinates with creative, content, digital, compliance, and production teams, and maintains project documentation and status updates. It partners with advisors and internal teams to implement marketing plans, understand business goals and audiences, apply Carson resources and best practices, and contribute ideas to improve outcomes and operational efficiency. Additional duties may be assigned by leadership. This is a full-time, in-person opportunity based in an office. Occasional evening support is expected. Starting annual base salary is $40,000–$65,000, with potential variable compensation.

Requirements

  • Bachelor’s degree in Marketing, Communications, Business, or a related field required.
  • Strong organizational and project management skills, including the ability to manage multiple priorities simultaneously.
  • Excellent written and verbal communication skills.
  • Strong attention to detail and commitment to high-quality work.
  • Ability to learn and use marketing technology platforms, automation tools, and reporting systems.
  • Ability to collaborate across teams and build positive relationships with internal and external stakeholders.
  • Demonstrated problem-solving skills and willingness to take ownership of assigned work.

Nice To Haves

  • At least one year of marketing experience preferred; internships or relevant project experience may be considered.
  • Experience supporting marketing campaigns, events, social media, email marketing, or related activities preferred.
  • Interest in developing marketing strategy knowledge and growing within a marketing consulting environment.

Responsibilities

  • Execute marketing initiatives aligned with advisor growth goals and strategic marketing plans.
  • Deploy and manage campaigns across email, social media, digital marketing, content distribution, and automation platforms.
  • Build, schedule, and distribute marketing communications using approved systems, templates, and tools.
  • Coordinate campaign timelines, gather assets, and ensure deliverables are completed accurately and on schedule.
  • Monitor campaign performance and provide insights to support optimization.
  • Coordinate and execute seminars, client appreciation events, workshops, webinars, and community outreach activities.
  • Support event logistics, vendor coordination, registration management, communications, promotional materials, and follow-up.
  • Partner with advisors and internal teams to deliver events that align with strategic objectives.
  • Track event outcomes and support post-event reporting and analysis.
  • Manage multiple marketing projects while maintaining attention to detail and meeting deadlines.
  • Coordinate with creative, content, digital, compliance, and production teams to move projects through the marketing workflow.
  • Ensure marketing requests, approvals, and deliverables follow established processes and service standards.
  • Maintain project documentation, timelines, and status updates for advisors and internal stakeholders.
  • Partner with the internal team to execute marketing plans and growth initiatives for assigned advisory firms.
  • Develop an understanding of advisor business goals, target audiences, and growth priorities.
  • Use Carson marketing tools, resources, and best practices to recommend appropriate tactics and solutions.
  • Contribute ideas and observations to improve marketing outcomes, partner experience, and operational efficiency.
  • Escalate strategic opportunities, challenges, and advisor needs to the internal team as appropriate.
  • Perform additional tasks and duties as assigned by leadership.

Benefits

  • Base salary with bonus and/or commission potential
  • 401(k) with company contribution and matching
  • Paid time off
  • Parental leave
  • Sabbatical leave
  • Medical, dental, and vision benefits
  • Health savings accounts
  • Flexible spending accounts
  • Life and AD&D insurance
  • Short- and long-term disability insurance
  • Work/life benefits
  • Holistic wellbeing programs
  • Tobacco-free workplace
  • Great working environment
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