Marketing & Business Development Specialist

Marketing & Business Development Specialist

Key Responsibilities – Marketing:

• Lead generation: Run referral and prospecting campaigns, and track results in Redtail CRM.
• Advisor branding: Build and maintain each advisor’s professional presence on LinkedIn, Instagram, YouTube, and Facebook.
• Content creation: Help financial advisors write newsletters, social media posts and short videos that explain financial topics clearly.
• Social media management: Plan, create and publish content on LinkedIn, Facebook, Instagram, and YouTube.
• Campaign management: Plan and run email and digital marketing campaigns from start to finish.
• Client events: Promote and coordinate seminars, webinars, and client appreciation events.
• Compliance partnership: Submit all marketing materials for compliance review and approval before release.
• Performance reporting: Track campaign results and share regular updates with leadership.

Key Responsibilities – Business Development:

• Prospecting: Find and qualify new clients through referrals, networking, outreach, and partnerships with centers of influence such as CPAs and attorneys.
• Relationship building: Make strong first impressions, build trust, and stay in contact with prospects until they’re ready to meet with an advisor.
• Pipeline management: Record all leads, contacts, and follow-ups in Redtail so no opportunity is missed.
• Industry knowledge and compliance: Understand basic financial planning and investment concepts and follow FINRA/SEC rules for all outreach and communications.
• Results focus: Set goals, track progress and adjust strategies to help grow each advisor’s book of business.

Qualifications:

• Bachelor’s degree in marketing, Communications, Business or a related field, or equivalent experience
• 2+ years of marketing or business development experience, preferably in financial services or another regulated industry
• Hands-on experience managing business social media accounts
• Strong writing and editing skills, with the ability to explain complex topics simply
• Excellent communication and relationship-building skills
• Highly organized, with the ability to manage multiple projects and deadlines
• Comfortable working within compliance review and approval processes

Preferred Skills:

• SIE, Series 7, or Series 66 license
• Experience with Redtail CRM
• Familiarity with FINRA/SEC marketing rules for financial advisors
• Experience with email marketing platforms
• Basic graphic design and video editing skills
• Experience with social media scheduling and analytics tools
• Experience planning in-person and virtual events

Benefits:

• Competitive salary with bonus potential
• Health, dental, vision, and disability insurance
• 401(k) with employer contributions and HSA
• Paid Holidays and PTO
• Support for professional development and continuing education

Pay: $70,000.00 - $70,500.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person