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Senior Marketing Specialist

9/12/2025

N/A

Job Summary

A company is looking for a Senior Regional Marketing Specialist to provide marketing and sales strategies that drive advisor team growth.

Key Responsibilities
  • Develop and manage annual marketing plans and budgets for advisor teams
  • Foster relationships with financial advisors and educate them on marketing tools
  • Collaborate with corporate departments to optimize processes and support growth
Required Qualifications
  • Bachelor's degree in Marketing, Communications, or related field
  • Minimum of 4 years of marketing or sales enablement experience
  • Financial services marketing experience preferred
  • Proficiency in CRM systems, with Salesforce experience a plus
  • Ability to travel 4 to 6 times per year for business purposes

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