In addition to running our digital marketing channels, you will play a key role in building and nurturing our referral partner network — organizing events and cultivating relationships with other professionals who serve our ideal clients. Plan and execute live and virtual client seminars — from concept and promotion to logistics and post-event follow-up — that position Carolina Estate Planning as the premier estate planning resource in our market Organize and manage referral partner events, including workshops, appreciation dinners, and networking gatherings that strengthen relationships and drive warm introductions Build and maintain a robust referral partner network of financial advisors, CPAs, elder law professionals, wealth managers, senior care providers, and other centers of influence who serve our ideal clients Develop and execute a referral marketing strategy that keeps Carolina Estate Planning top of mind with partners and generates a steady pipeline of qualified introductions Create partner-facing content and communications — newsletters, event invitations, resource kits — that reinforce our value and deepen relationships Track referral activity and partner engagement, and report on the pipeline contribution of the referral channel to firm leadership You have 3+ years of hands-on digital marketing experience, ideally in a professional services, legal, or financial services environment You have proven, results-backed experience running paid campaigns on Facebook and Google — you can show us the numbers You are genuinely proficient with AI tools and use them daily to enhance your work — not just as a talking point You have experience building referral relationships or partner networks and understand what it takes to turn a warm connection into a consistent pipeline You are a strong writer who can produce compelling long-form content that is accurate, engaging, and needs minimal editing You have experience planning and promoting events or seminars from concept through post-event follow-up You are data-driven and translate analytics into smarter decisions and better results You thrive in fast-paced, enterprising environments and do not need someone looking over your shoulder We show up fully for every person we encounter — client or not — because we're in the business of making people's lives better.
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