Marketing Strategist – Oak & Stone Marketing
About Us:
Oak & Stone Marketing is a premier marketing firm within the finance industry, dedicated to delivering top-tier strategies that drive client success. As an Oak & Stone strategist, you will be part of a dynamic in-house marketing team that specializes in financial services marketing. 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.
Compensation:
$55,000 - $60,000 (commensurate with experience).
To Apply:
Please send your resume and letter of interest to