Marketing Specialist

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 responsibilities

Team Responsibilities:

• Assist in maintaining the firm's brand identity across multiple platforms of marketing and communication materials
• Assist with ongoing efforts to strengthen the Firm's brand image across all mediums including website, collateral, presentations and events
• Collaborate 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 venues
• Responsible for maintaining the structure and retention of content in the Marketing folders
• Assist 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:

• 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:

• 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 required

Experience Required:

• Minimum three to five years of related marketing experience
• Proficient 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 Vimeo
• Email 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:

• Proactive and strong work ethic
• Excellent organizational and project management skills
• Ability to multi-task, prioritize and meet deadlines
• Professional appearance and demeanor
• Ability to work well in a team environment
• High attention to detail and timely follow-through
• Strong communication skills - verbal & written
• Ability and appetite to learn and develop new skills

Supervisory Responsibilities:

• This job has no supervisory responsibilities.