Marketing Specialist

MARKETING SPECIALIST (Permanent)
Our client, an independent financial planning firm in Rochester, is looking to hire a Marketing Specialist to join their growing team. 

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
  

Details:

• Position is full-time, direct hire
  


• 100% in-office; some local travel is required
  


• M-F 9:00am-5:00pm, with flexibility
  


• $55,000 - $60,000 annually depending on experience
  


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


• 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
  


• Relocation not available 
  


• Candidates must be authorized to work in the United States; Visa sponsorship is not available
  


• All employees and applicants, please know that you have access at all times to New York State and Federal Labor Laws and Posters at the Government Agency websites: https://dol.ny.gov/posting-requirements-0; https://www.dol.gov/general/topics/posters#workplace-posters