Marketing Manager

Role Overview

The Marketing Manager supports the firm’s marketing and client engagement efforts, helping to enhance brand visibility, strengthen client relationships, and support financial advisors through effective communication and strategic marketing initiatives.

What You Will Do

Responsibilities include digital marketing management, content and campaign support, market and industry research, and event planning coordination.

Why It Might Be a Fit

The ideal candidate is a detail-oriented marketing professional who enjoys leading projects, creating engaging content, and helping a team succeed.

Requirements

• Associate’s degree in marketing, Communications, Business, Finance, or related field
• 2-3 years of experience in a marketing role
• Strong written and verbal communication skills
• Excellent organizational skills
• Proficiency with Microsoft Office
• Familiarity with CRM systems and digital marketing tools
• Ability to work collaboratively while maintaining attention to detail
• 2 years of experience working in financial services or a regulated industry
• Knowledge of FINRA/SEC compliance considerations for marketing materials
• Experience managing a budget, negotiating contracts, working with outside vendors