IDR is seeking an Financial Marketing Specialist to join one of our top clients in Brighton, MA. This role is pivotal in redefining how financial advisors and their clients access alternative investments, supporting the expansion of private markets for individual investors. If you are looking for an opportunity to join a growing organization and work within an ever-growing team-oriented culture, please apply today!
Position Overview/Responsibilities for the Financial Marketing Specialist or IBD Contractor (Financial Services / Asset Management):
• Collaborate with business partners to support the ambitious goals of our client's distribution team, focusing on the independent broker-dealer (IBD) segment. • Lead and execute strategic marketing initiatives, including multi-channel campaigns, to enhance engagement with IBD advisors. • Develop and manage marketing collateral, ensuring alignment with distribution team goals and firm investment guidance. • Deliver and evaluate paid media campaigns across digital and sponsored channels, tracking performance and optimizing strategies. • Plan and coordinate in-person and virtual events to strengthen relationships with financial advisors and promote our client's brand.
Required Skills for IBD Contractor (Financial Services / Asset Management):
• Minimum of 3 years of financial marketing experience, with a focus on private wealth distribution channels and IBD firms. • Strong project management skills, with the ability to prioritize and execute projects in a fast-paced environment. • Proficiency in data-driven marketing, utilizing analytics to inform decisions and optimize campaigns. • Excellent communication and interpersonal skills, with a track record of building positive relationships and collaborating across diverse teams. • Self-motivated and detail-oriented, with a commitment to continuous improvement and professional development.
What's in it for you?
Competitive compensation package
Full Benefits; Medical, Vision, Dental, and more! Opportunity to get in with an industry leading organization Close-knit and team-oriented cultureWhy IDR?
25+ Years of Proven Industry Experience in 4 major markets
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