Senior Marketing Specialist

Cetera•Dallas, TX

4h•$85,000 - $115,000•Hybrid

About The Position

The Senior Marketing Specialist leads marketing execution in support of the Credit Union Growth Strategy for Cetera Financial Institutions (CFI). This credit-union-focused role builds and scales programs, content, and tools to drive credit union acquisition, conversion, and expansion. The position partners closely with the Marketing Director, New Business Development, and CFI leadership to strengthen Cetera’s position as the Credit Union Strategic Growth Partner. The role develops programs, tools, and resources that generate qualified credit-union leads, improve the credit-union and advisor experience, and increase retention and expansion across affiliated credit-union programs, while maintaining brand and compliance standards. Success is measured through campaign and program performance, partner participation, lead generation, conversion activity, and adoption of marketing programs. This is a hybrid role requiring regular in-person attendance on scheduled workdays under the Company’s Hybrid Workplace Policy. Travel is up to 10%. The base salary range for Dallas, Texas, is $85,000–$115,000, plus a competitive performance-based bonus; salary depends on factors including skills, experience, certifications, and location.

Requirements

Bachelor’s degree in Marketing, Communications, Business, or a related field, or an equivalent combination of education and experience.
At least 5 years of relevant marketing experience, including experience executing end-to-end consumer-facing campaigns.
Experience in financial services, credit unions, banking, wealth management, broker-dealer, or financial-institution environments.
Working knowledge of digital marketing channels, including SEO/AEO, paid media, email marketing, webinars, and social media.
Ability to manage multiple concurrent marketing initiatives and coordinate work across advisors and cross-functional stakeholders.
Ability to work within a matrixed organization with shared services and compliance oversight.

Nice To Haves

Experience supporting B2B2C marketing programs, financial-institution partnerships, or member- or customer-focused marketing strategies.

Responsibilities

Support the Marketing Director in executing the CU Growth Strategy, including Acquire, Convert, and Expand marketing plays; measure performance and iterate to meet 2027 growth goals.
Manage GrowthLine and MarketingCentral program projects for affiliated credit-union programs end to end, working with agency partners and credit-union investment services and marketing teams to address member-penetration gaps.
Execute credit-union demand-generation programs, including LinkedIn account-based marketing targeting credit-union executives, email and drip-nurture campaigns, and credit-union content and landing pages on cetera.com; own the credit-union-focused content plan for Cetera.com.
Build and maintain credit-union marketing assets, including the credit-union value proposition, HOV materials, transition success stories and case studies, testimonials, and presentations for prospective credit-union acquisition and program-manager buy-in.
Support credit-union industry presence and thought leadership through conference marketing, sponsored content and research partnerships, and executive visibility for CFI leadership.
Plan, develop, and execute member-, client-, and advisor-facing email, content, newsletter, announcement, and lifecycle communications through Salesforce Marketing Cloud.
Lead consultation reviews of digital-presence audits for affiliated credit unions, providing recommended actions across SEO/AEO, websites, social media, and overall marketing strategy.
Create creative briefs, define deliverables, and provide timely, thoughtful, actionable feedback to ensure work aligns with marketing strategies and plans.
Develop advisor- and credit-union-facing collateral, toolkits, playbooks, training materials, and onboarding support in collaboration with compliance to ensure content is approved for use.
Partner with CFI leadership, New Business Development, growth teams, participating credit unions, and digital, analytics, Salesforce, communications, creative, and compliance teams to plan and execute marketing initiatives; communicate objectives and timelines with clear instructions for promotion or use.
Monitor campaign and program performance, engagement, lead generation, and conversion activity; maintain dashboards and provide performance summaries and optimization recommendations.
Manage or liaise with agency and vendor partners as needed to evolve programs and meet project goals and timelines.
Apply digital marketing best practices and bring new solutions and ideas to the team, including use of AI-powered tools to accelerate content development, research, and reporting.
Prepare and deliver presentations, trainings, and platform demonstrations to credit-union program managers, advisors, and internal stakeholders.
Independently prioritize and manage multiple tasks according to business needs, ensure timely execution, and lead ad hoc projects and initiatives as requested.