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

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