Marketing Strategist, Network Partner Marketing

Dynasty Financial Partners, a leading advocate in the wealth management industry for independent financial advisors, is looking for a Marketing Strategist to join the Network Partner Marketing team. Headquartered in St. Petersburg, FL, our mission is to help our network of advisors achieve their entrepreneurial dreams of building a more successful enterprise defined by their ability to deliver high-quality, customized financial advice to their clients. The Network Partner Marketing team delivers strategic consultation, high-quality deliverables, and excellent customer service for some of the largest and most unique independent investment advisors in the country.

The ideal candidate will bring five to seven years of marketing experience, a passion for the field, and a strong ability to build and maintain client relationships. This role requires strategic decision-making, problem-solving skills, and the ability to work collaboratively with a team of marketing professionals. The Marketing Strategist will be responsible for providing strategic marketing consultation and account management for our financial advisor clients, ensuring the delivery of measurable and impactful marketing outcomes.

RESPONSIBILITIES:

As Marketing Strategist, you will:

• Client Engagement: Lead and present to clients during monthly marketing meetings, providing timely and relevant follow-up on meeting outcomes and next steps. Build and maintain strong relationships with clients to understand their needs and goals.
• Strategic Consultation: Develop and deliver strategic marketing recommendations tailored to each client's unique needs, including multi-channel marketing strategies such as social media, email communications, website content management, and SEO/SEM campaigns.
• Account Management: Serve as the primary point of contact for clients, managing expectations and ensuring client satisfaction. Collaborate efficiently and respectfully with internal and external stakeholders to meet deadlines and help clients achieve their goals.
• Project Management: Oversee the milestones and tasks of all projects using project management tools (e.g., Monday.com), including production resource allocations, capacity constraints, and efficiency improvements. Ensure projects are completed on time and within budget
• Data Analysis: Leverage data to inform strategic decision-making and track the effectiveness of marketing campaigns. Provide clients with insights and recommendations based on data analysis.
• Budget Management: Manage the scope of work and aid in billing needs, ensuring wise use of client funds.
• Team Collaboration: Work effectively with other team members and partner agencies, fostering a collaborative and enjoyable work environment. Support the ideation, approval process, and implementation of strategic recommendations from other team members.
• Self-Management: Manage your schedule to hit near- and long-term deadlines. Develop and track personal goals tied to overall company objectives, keeping personal growth in mind.
• Team player. You know how to work with other team members and partner agencies, and they enjoy working with you.
• Hone your craft. Develop and track personal goals that are tied to overall company objectives—and keep your personal growth in mind.

QUALIFICATIONS:

• Bachelor’s degree in marketing, communications, or a related field.
• 5 to 7 years of marketing experience on the brand or agency side.
• Stellar project management, budgeting, and time management skills.
• Strong verbal and written communication skills, with the ability to effectively communicate with clients in remote locations nationally via telephone, video, and email.
• Proven problem-solving skills, with the ability to quickly comprehend and analyze data.
• Desire to stay current on the latest marketing strategies and best practices.
• Experience with different sized accounts and different types of marketing campaigns.
• Experience designing and creating marketing materials using Canva.
• Basic experience making web updates through a content management system such as Accrisoft, WordPress, Drupal, etc., as well as familiarity with Google Analytics preferred
• Experience with social media, email marketing, media buying, SEO/SEM, direct mail, content creation (written and visual), website content management, data analysis, preferred
• Experience using MS Word, PPT, Excel, required.
• An entrepreneurial spirit allowing you to adapt and innovate in a rapidly changing environment.

BENEFITS:

• Health Insurance
• Dental insurance
• Vision insurance
• Retirement plan 401(k)
• 401(k) matching
• Paid Time Off 
• FSA/HSA benefits plans
• Disability benefits
• Voluntary Life Insurance
• Basic Life Insurance

EQUAL EMPLOYMENT OPPORTUNITY: Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.