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At Public Trust Advisors, we design and deliver exceptional financial solutions that strengthen communities nationwide. Our vision is to be at the heart of civic life across the country, offering a comprehensive platform of financial services to help communities thrive. As a growing investment advisory firm, we’re excited to welcome a talented Digital Marketing & Content Coordinator to our team!

The Digital Marketing & Content Coordinator’s role is to design, create, and deliver marketing programs to support the expansion and growth of all firm-managed brands. This role requires in-depth knowledge of current digital marketing best practices, concepts, and procedures as well as a proficient understanding of content management systems, email service providers, and marketing automation. Proficiency in content creation, graphics, and web development is required. Furthermore, the Digital Marketing & Content Coordinator role supports and assists the firm in campaign development and coordination; conducts research and provides reporting on industry-related trends; and is responsible for the online presence and brand representation of all firm-managed brands.

It is vital that the Digital Marketing & Content Coordinator possess the ability to prioritize tasks and manage projects, effectively collaborate with various internal and external stakeholders throughout the company, and adapt quickly in fast-paced environments.

Duties/Responsibilities:

• Support marketing efforts, plans, and strategies for all firm-managed brands through creation, implementation, and execution of digital marketing-specific projects.
• Develop marketing campaigns utilizing marketing technology where applicable.
• Utilize chosen email service provider to create, optimize, and send email communications.
• Maintain and update branded email templates, websites, and social media presence. Create and post updates, perform websites audits, and monitor engagement.
• Prepare well-structured marketing material drafts using chosen digital publishing platform.
• Develop, manage, and design layouts of communications such as emails, landing pages, presentations, newsletters, event support materials, research papers, brochures, and other related marketing materials.
• Assist in the development of target audience segmentation, competitive analysis/market intelligence, prospecting, lead generation, product and market development, promotions, communications, sales force effectiveness, and firm strategic planning.
• Assist in the development and monitoring of key performance metrics around the business including user acquisition, conversion rates, engagement rates, and participant satisfaction.
• Leverage data and analytics to drive insights.
• Provide internal reports on a regular basis.
• Other duties and ad hoc projects and responsibilities as assigned.

Required Skills/Abilities:

Technical Skills:

• Must be proficient in Microsoft Office Suite, especially Outlook, Word, Excel, and PowerPoint.
• Should be proficient and possess experience with content management systems, marketing automation platforms, customer relationship management systems, content creation software, marketing research tools, and marketing presentation systems.
• Proficient in conducting marketing research and analysis.
• Must possess strong attention to detail.

Communication Skills:

• Must be comfortable conducting phone and video calls.
• Excellent oral and written communication skills.
• Must be comfortable presenting in front of both internal and external stakeholders when necessary.

Education/Knowledge:

• Bachelor’s degree in marketing, business, or design required.
• Additional marketing training/certifications preferred.
• Minimum of 2 years of experience in marketing or design.
• Experience in communications, customer service, hospitality, or event planning a plus.
• Financial industry experience is a plus.
• Knowledge of HTML5 and CSS preferred.