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Marketing Specialist

Gladstone Wealth Partners

Bedminster, NJ

About Gladstone Wealth Partners

Gladstone Wealth Partners was founded in 2012 and launched its RIA in 2015. It has expanded to now oversee more than $20 billion in total assets under management. As one of the fastest growing hybrid RIAs in the wealth management industry, Gladstone is known for assisting advisors as they set up and establish their own independent advisory practice. This includes helping advisors better serve their clients, run their businesses more profitably, grow faster and enhance their enterprise value. Gladstone is based in Boca Raton, Florida and hosts most operations functions in Bedminster, NJ; and is a proud member of the Integrity Family of Companies.

Job Overview:

The Marketing Account Manager will serve as a dedicated resource for financial advisors across the country. The ideal candidate will have experience in creating and customizing marketing collateral, as well as in developing and executing marketing plans and campaigns across multiple geographic regions. In addition to these duties, the Marketing Account Manager will be responsible for managing the firm's digital footprint, including overseeing websites, social media channels, and other online platforms to ensure consistent and effective branding. This role will require the candidate to act as a subject matter expert, offering strategic advice and recommendations on marketing strategies and budgets. The Marketing Account Manager will also maintain a database of a la carte marketing materials and be a key player in driving the firm's overall digital marketing initiatives.

Duties and Responsibilities:

• Collaborate with financial advisors to create customized marketing strategies tailored to their needs and target audience.
• Act as a subject matter expert for financial advisors, offering strategic advice and recommendations related to marketing approaches and budgets.
• Develop and implement comprehensive marketing campaigns across multiple geographic regions.
• Monitor and assess the effectiveness of marketing strategies, adjusting approaches as necessary.
• Foster strong relationships with financial advisors to understand their needs and provide tailored marketing solutions.
• Manage and optimize the firm's online presence, including websites and social media platforms.
• Ensure consistency in branding and messaging across digital channels.
• Ensure all marketing materials and campaigns adhere to brand guidelines and company standards.
• Monitor and analyze digital engagement metrics to refine strategies and improve results.
• Oversee the generation, tracking, and management of digital leads across various platforms.
• Work with the sales team to ensure timely and effective follow-up on leads.
• Implement lead nurturing strategies through email marketing, social media, and other channels to drive conversions.
• Optimize landing pages and call-to-actions to improve lead generation and conversion rates.
• Design, customize, and distribute marketing collateral, ensuring it aligns with the firm's brand guidelines and objectives.
• Oversee the creation of print and digital materials, including brochures, presentations, email campaigns, and more.
• Maintain and update a comprehensive database of available a la carte marketing materials for easy access and distribution to financial advisors.
• Track and report on the performance of marketing campaigns, both digital and traditional, using analytics tools.
• Provide regular updates and insights to leadership on marketing performance and ROI.
• Stay updated on industry trends and competitor strategies, adjusting marketing tactics accordingly.

Required Skills and Experience:

• Bachelor's Degree in Marketing, Business, or related field (preferred; or experience in lieu of)
• Minimum of 3 - 5 years of marketing and/or project management experience in a financial institution or related capacity.
• Demonstrated and proven interpersonal and communication skills, both written and verbal.
• Strong computer proficiency (3+ years preferred) with the following: Adobe Creative Suite (InDesign, Illustrator, Photoshop), Microsoft Office, and web-based CRM required.
• Sound understanding of the principles of marketing; advanced understanding of new technologies and how they can be applied to marketing for maximum impact.
• Demonstrated ability to work and deliver under pressure against tight deadlines and budgets with accuracy; proven project management and planning skills.
• Experienced and comfortable with large data-mining and analysis.
• Strong attention to detail, solid organizational skills, analytical and problem-solving ability; experience and ability to manage a marketing campaign budget.
• Proven ability to work both independently as well as part of a team, following through with assigned tasks, project components, etc., and providing updates as appropriate.
• Knowledge and understanding of social media applications; general design skills for print and web.
• Must be creative and innovative while possessing the ability to take initiative and correct problems and proactively prevent errors; strong writing and editing skills.

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.