Marketing Specialist

October 28, 2024

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Job Description

About the job

Summary

The Marketing Specialist is a member of the Marketing Team and works closely with the CEO on day-to-day tasks that relate to the planning, development, and implementation of Linscomb Wealth’s marketing strategies.

As the Marketing Specialist at Linscomb Wealth, you will be at the forefront of shaping and evolving the brand of our 50+ year-old firm, playing a pivotal role in driving its modernization and continued growth. This position offers a unique opportunity to leverage your marketing expertise to further enhance our presence in the wealth management industry and connect with clients, colleagues, and communities in meaningful ways.

Client Responsibilities:This job has limited client-facing responsibilitiesTeam Responsibilities:

Understand And Support The Firm’s Vision, Mission, And Strategy.Engage In Teamwork And Teambuilding And Integrate Into The Culture Of The Firm.Stays Apprised Of LW Firm Policies, Industry Best Practices, And Is Constantly Evaluating Technologies To Enhance Our Capabilities.Complies With All Firm’s HR And Compliance Policies.Degrees And Designations

Assist in maintaining the firm’s brand identity across multiple platforms of marketing and communication materialsAssist with ongoing efforts to strengthen the Firm’s brand image across all mediums including website, collateral, presentations and eventsCollaborate with executive leadership to maintain levels of communication throughout the various lines of business.Manage projects with external vendors such as web designers, photographers, printers, journalists and copywriters.Oversee advertising spots (TV, radio, print, and sponsorships), while conforming to the firm’s schedule, budget and advertisers’ deadlines. Also ensure the documentation and organization of all advertising materials adhering to strict SEC rules and regulations.Assist with videography, working with outside vendors to coordinate production and editing for use on the Firm’s website and other marketing venuesResponsible for maintaining the structure and retention of content in the Marketing foldersAssist with developing timely and targeted email campaigns to clients, prospects, and centers of influence.As needed, work with marketing related technologies to help generate proposals and brochures for client presentation; manage the process of getting copyright and financial content from various sources, and editing to create concise, attractive marketing collateral.Firm Responsibilities:

Required

Bachelor’s degree (B.A. or B.S.) from four-year college or university, preferably with a degree in communications, advertising, or journalism.No certificates or licenses requiredExperience Required:

Minimum three to five years of related marketing experienceProficient with Microsoft 365 (Word, Excel, Outlook, PowerPoint)Working knowledge of creative design software (Ex. InDesign, Photoshop, Premier Pro, Illustrator, Adobe PDF)Proficient managing LinkedIn, Facebook, and VimeoEmail Marketing Software (Ex. Constant Contact, Hubspot)Experience with a CRM, document management software, and/or other financial services industry software is a plus.Previous working experience within the financial services industry is a plus.Skills Required:

Responsibilities

Proactive and strong work ethicExcellent organizational and project management skillsAbility to multi-task, prioritize and meet deadlinesProfessional appearance and demeanorAbility to work well in a team environmentHigh attention to detail and timely follow-throughStrong communication skills – verbal & writtenAbility and appetite to learn and develop new skillsSupervisory Responsibilities:

This job has no supervisory responsibilities.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)