Sr. Marketing Consultant
Core
Senior Marketing Consultant acting as a marketing relationship manager and strategist for high-profile financial advisor brands, executing digital and traditional marketing campaigns to drive business growth.
Role type
Senior IC marketing consultant (agency-style)
Builds
Marketing strategies, digital and traditional campaigns, and brand assets for financial advisor practices
Domain
Financial services / Wealth management
Required skills
Digital marketing strategy, traditional marketing tactics, project management, client relationship management, ROI/KPI measurement, content curation, compliance knowledge
Preferred skills
Event planning, web design principles, financial services industry experience
Technologies
Google Analytics, Google Ads, AdvisorStream, CRM tools, SEO/SEM/PPC platforms
Responsibilities
Manage marketing relationships and strategies for multiple advisor brands; curate and implement digital editorial calendars (blogs, emails, social media); create and negotiate traditional advertisements (print, billboard, radio); drive prospect engagement and niche prospecting workflows; measure and report on marketing ROI and KPIs; host regular strategic discussions with advisors; maintain brand consistency and website integrity; collaborate with compliance on regulatory adherence.
Seniority
Senior, hands-on IC