Marketing Success Specialist

Managing a high-tier book of financial advisor clients, the full-time Marketing Success Specialist will provide personalized guidance, execute multi-channel content campaigns, and deliver exceptional customer service in a remote environment. Key responsibilities Serve as the primary advisory contact for financial advisor clients, fostering long-term relationships through proactive outreach and goal tracking Review and execute monthly content calendars across various channels, incorporating client feedback for campaign effectiveness Collaborate with clients to develop strategies for targeting prospects and maximizing the use of dashboard tools Required qualifications 3+ years of experience in a client-facing or account management role Demonstrated understanding of email marketing, social media, and content strategy Strong organizational skills with the ability to manage a high-volume book of business Genuine curiosity about digital marketing and eagerness to learn financial marketing best practices Proficiency in using computers and adapting to new software technologies

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