Network Partner Marketing Associate

Description

Dynasty Financial Partners, a leading advocate in the wealth management industry for independent financial advisors, is looking for an Marketing Associate 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 is our internal marketing agency delivering strategic consultation, high-quality deliverables, and excellent customer service for some of the largest and most unique independent investment advisors in the country.

The Associate enthusiastically manages the execution and day-to-day project management process for assigned marketing projects. The ability to produce and track successful marketing tactics for each client to support their goals is imperative. Championing forward-thinking and innovative marketing practices, as well as building and maintaining strong, trusted relationships with clients, external resource partners and internal stakeholders/team members are key responsibilities of this role.

As an entry-level marketer, preferably bringing one to two years of experience, our ideal candidate has a passion for marketing, comfortability with using technical and digital platforms, and pride of ownership for their work. He/she will demonstrate a basic understanding of marketing principals, analytical skills, basic creative design, organizational, verbal, and written communication skills. 

This position will report directly to the Senior Vice President of Network Partner Marketing and is in-office at our St. Petersburg, FL, headquarters.

RESPONSIBILITIES:

As a Network Partner Marketing Associate, you will:

• Deliver Excellent Marketing Outcomes. You provide tactical support for multi-channel marketing consultation engagements of financial advisor clients that includes, but is not limited to:

         - Implementing and delivering marketing strategies including paid/organic social media, email communications, website content management, SEO/SEM campaigns, marketing automation and other marketing collateral

          - Co-presenting to clients during monthly marketing meetings and providing timely, relevant follow-up of meeting outcomes and next steps.

• Be creative. You can bring marketing strategies to life by designing basic social media graphics, email banners and flyers.
• Team player. You demonstrate a commitment to teamwork and cooperation, contributing to a harmonious and productive work environment. Fostering a culture of strong collaboration and effective communication within the internal team and with external network partners comes naturally to you. Participating in a variety of weekly meetings and learning from a diverse array of team members excites you.
• Flexible and Adaptable. In this dynamic role, your adaptability is crucial for responding to evolving project requirements, aligning with our ongoing projects. Your flexibility in handling unexpected tasks and smoothly transitioning between miscellaneous tasks will be a significant asset.
• Manage expectations. You understand the importance of under-promising and over-delivering. And you're great at helping our clients achieve their goals by collaborating efficiently and respectfully with internal and external stakeholders to meet deadlines. 
• Dig into the numbers. Know day-to-day status for all of your marketing projects, while leveraging data to inform decision making.
• Be a good listener. You understand our clients’ marketing needs and know the best tools to recommend to clients to achieve goals.
• Stick to the budget. Not only are you wise with our client’s money, but you also know how to manage the scope of work and will aid in billing needs.Hone your craft. Develop and track personal goals that are tied to overall company objectives—and keep your personal growth in mind.
• Self-starter. Manage your day. You know how to manage your schedule to hit near- and long-term deadlines., which may include:

         -Daily management of assigned marketing projects, including strategic development, presentations, execution, project tracking, and billing

         -Weekly tracking of key project status and overall project health as related to milestones, touchpoints, and budgets

         -Participating in weekly Network Partner project meetings

Requirements

Requirements

• Bachelor’s degree in Marketing, Business, or a related field.
• Previous experience in marketing, business development, or partner management roles is preferred.
• Experience designing in Canva. Samples required.
• Familiarity with marketing tools and platforms, email marketing tools, and analytics software.
• Excellent analytical and problem-solving skills.
• Strong communication skills (both oral and written) and interpersonal skills.
• Strong organizational and time management skills needed to prioritize workload, handle multiple tasks, and meet deadlines.
• Detail oriented and thorough in completing projects/tasks.
• Must be able to partner, collaborate and work in a team 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.