What are the responsibilities and job description for the Marketing Strategist position at Oak & Stone Advisor Marketing?
Marketing Strategist
About Us:
Oak & Stone Marketing is a premier marketing firm within the finance industry, dedicated to delivering top-tier strategies that drive client success.
We combine industry expertise with forward-thinking strategies to stay ahead of evolving technology and trends.
Primary Role:
The Marketing Strategist will be responsible for developing and executing marketing strategies while directly managing advisor client relationships.
This role requires a mix of strategic thinking and hands-on execution, particularly in website management, content creation, and brand development.
Responsibilities:
- Serve as the primary point of contact for multiple advisor clients, managing and executing their unique marketing plans.
- Manage, edit, and update websites using WordPress and WP Engine, ensuring brand consistency, site functionality, and performance optimization.
- Assist with branding and content updates for advisor webpages, social media, and marketing materials.
- Design and edit marketing assets using Adobe Creative Cloud (Illustrator and InDesign) for digital and print campaigns.
- Develop and refine financial communications, including newsletters, blog content, and client emails.
- Contribute creative ideas to marketing campaigns and overall strategy.
- Support planning and execution of client events and internal marketing initiatives.
- Maintain organization of client accounts.
- Perform additional duties as assigned.
Education & Experience:
- Bachelor's degree in Marketing, Communications, or a related field.
- Strong interest in social media, digital marketing, and brand management.
- Must have hands-on experience with WordPress and WP Engine for website updates and editing.
- Proficiency in Adobe Illustrator and Canva for content creation and design.
- Tech-savvy with strong Microsoft Office skills.
Desirable Attributes:
- Strong verbal and written communication skills.
- Comfortable using common marketing software and effectively communicating strategies with clients.
- Self-motivated with a sense of urgency and attention to detail.
- Ability to manage multiple projects and meet deadlines in a fast-paced environment.
- Strong organization skills with the ability to prioritize tasks effectively.
- Experience using Monday and Canva is a plus.
- Familiarity with financial services marketing is a plus.
Requirements:
• Bachelor's degree in Marketing, Communications, or a related field.
• Strong interest in social media, digital marketing, and brand management.
• Must have hands-on experience with WordPress and WP Engine for website updates and editing.
• Proficiency in Adobe Illustrator and Canva for content creation and design.
• Tech-savvy with strong Microsoft Office skills.
Working at Oak & Stone Marketing:
Oak & Stone Marketing offers a dynamic work environment where you can grow professionally and develop your skills.
As a team member, you will have opportunities to learn from experienced professionals and contribute to innovative marketing projects.
We strive to create a positive and inclusive workplace culture that values collaboration, creativity, and teamwork.
