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RFG Advisory · 11 hours ago

Marketing Specialist - Financial Services

United States

Full-time

Remote

Mid Level

$65K/yr - $75K/yr

3+ years exp

RFG Advisory is redefining how advisors experience marketing, and they are seeking a Marketing Specialist to enhance that experience. The role involves project management, marketing execution, and relationship-building to help bring strategies to life through organized workflows and campaigns that deliver measurable outcomes.

AdviceConsultingFinancial Services

Responsibilities

Coordinate marketing projects from kickoff to completion, ensuring deliverables are on time, accurate, and aligned with advisor goals

Build, maintain, and update project trackers, timelines, and status reports in project management tools

Partner with cross-functional teams including design, copy, events, compliance, and vendors to execute campaigns efficiently

Identify roadblocks, clarify next steps, and communicate updates to stakeholders

Support the creation, setup, and delivery of advisor marketing campaigns across email, social, digital, and event channels

Manage campaign assets, perform proofing, and ensure all materials are accurate, on-brand, and compliant

Monitor campaign performance using marketing analytics tools and suggest optimizations

Serve as a marketing resource for advisors, translating goals into actionable campaigns and guiding best practices

Build and maintain strong relationships with advisors through proactive communication and reliable support

Track, summarize, and report campaign performance using tools like FMG, GA4, and HubSpot

Support quarterly advisor reporting with clean data, visuals, and actionable insights

Manage production timelines for digital and print collateral to meet deadlines and maintain quality

Maintain marketing libraries and ensure all advisor-branded materials are current, compliant, and easily accessible

Collaborate with creative teams to ensure alignment between copy, design, and overall campaign strategy

Qualification

Financial services experienceProject management toolsMarketing campaign structureMarketing analytics toolsRelationship-buildingCanva familiarityWordPress familiarityBasic HTML familiarityClear communicationOrganizational skillsProblem-solving mindset