Social Media & Marketing Operations Specialist

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals’ expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M’s solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.

We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions.

M Financial Group is a dynamic and innovative financial services company dedicated to our mission, “To help our Member Firms succeed, thrive and realize their full potential.” We pride ourselves on our commitment to excellence, creativity, and sustainability. In this role, you will be responsible for implementing M’s social media strategy, including writing, editing, coordinating, and strategically scheduling high-value content. You will collaborate closely with marketing and communication leadership to create and execute an effective social media relations strategy that aligns with M’s overarching brand and business goals. A love for analytics and technology solutions drives you to measure and improve the performance of every social media post and media opportunity, ensuring M's brand story is consistently and effectively represented.

As we continue to grow and expand our reach, the Social Media and Marketing Operations Specialist plays a key role in supporting and managing the efficiency and effectiveness of marketing and communications programs and projects. This role supports the planning, execution, and measurement of marketing and communications campaigns and systems while ensuring smooth operations through streamlined processes, effective data and tool management, and driving key operational initiatives to enhance productivity and collaboration across teams.

The role requires a detail-oriented individual with strong analytical skills, project management expertise, and a passion for driving continuous improvement in marketing operations. You will be responsible for directing, maintaining, and enforcing quality control across projects, ensuring all jobs are executed to the highest standard from inception to completion.

This dual-focus role combines strategic social media expertise with operational excellence, making it an integral part of M’s marketing and communications team.

Responsibilities:

• Social Media Strategy & Content:
  • Drive and implement the company's social media strategy to increase brand awareness and growth. 
  • Manage the creation and posting of social media content on all company channels. 
  • Create and maintain a social media calendar, coordinating with multiple departments to ensure alignment. 
  • Track and report on digital metrics for M's social media channels, identifying opportunities to expand M Financial's presence and effectively address audience needs. 
  • Collaborate with the writing team to develop compelling, high-quality content for social media, blog posts, news releases, newsletters, and marketing emails. 
  • Assist with copywriting for corporate communications and marketing campaigns.
• Marketing Operations & Communications
  • Provide support to marketing and communications content production channel, including Member Firm community extranet and digital content library. 
  • Assist in managing and maintaining marketing automation platforms (e.g., HubSpot, Marketo, Pardot) and social media platforms (e.g. LinkedIn). 
  • Ensure marketing technology stack integration and data integrity across systems like CRM, CMS, and email platforms. 
  • Troubleshoot technical issues and work with IT or vendors as needed. 
  • Build, test, and optimize email campaigns, landing pages, and surveys/forms within marketing automation tools. 
  • Maintain best practices for data management, opt-in processes, and consent handling in marketing tools and ensure all marketing activities comply with privacy regulations. 
  • Provide training and support for marketing tools and platforms to internal team members. 
  • Collaborate with cross-functional teams to execute and track multi-channel marketing campaigns. 
  • Measure and report on the effectiveness of email, web, survey, and other marketing efforts. 
  • Identify areas for continuous improvement and recommend implementing changes to enhance performance and collaboration. 

Qualifications: 

• Bachelor's degree in Marketing, Business Administration, or a related field. 
• 2-4 years of experience in creative project management, marketing operations, marketing automation, social media, or related roles. 
• Strong project management skills, with the ability to assist in leading cross-functional teams and managing multiple projects simultaneously. 
• Proficiency in marketing automation platforms (e.g., Marketo, HubSpot, Pardot) and section-based content editors (e.g. drag and drop or WYSIWYG editors), analytics tools (e.g., Excel, Power BI, Google Analytics), and project management tools (e.g., Wrike), social media platforms (e.g. LinkedIn), other relevant marketing technologies.
• Excellent written and oral communication skills, with the ability to effectively collaborate with stakeholders at all levels of the organization. 
• Ability to thrive in a fast-paced, dynamic environment and adapt quickly to changing priorities and requirements. 
• Previous experience in Financial Services/ Insurance/ Wealth Management / Corporate Solutions is a plus. 

Job Conditions & Environment: 

• This position is based on-site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to work one day per week remotely. 
• Normal office environment/ desk assignment.
• Extensive use of PC's, computer terminal, display, keyboard, and mouse. 
• Extensive hands-on work with documents, spreadsheets, and other written documents. 

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position’s activities and requirements, management reserves the right to modify, add or remove duties as necessary.

M Financial is proud to be an equal opportunity workplace.