Sr Digital Marketing Analyst.
Core
Deliver digital marketing and prospecting support to Financial Advisors to drive client acquisition and pipeline growth.
Role type
Digital Marketing Analyst (Financial Services)
Builds
Advisor websites, social media campaigns, email drip campaigns, and CRM reporting dashboards.
Domain
Financial Services / Wealth Management
Required skills
Digital marketing strategy, Social media management, Email marketing, CRM management, Lead generation, Data analysis, Content creation, Project management
Preferred skills
Experience with gated content, Online scheduling tools, Third-party messaging platforms
Responsibilities
Manage social media platforms (Facebook, LinkedIn, Instagram) to drive engagement and traffic. Execute targeted drip marketing campaigns to warm prospects. Drive end-to-end prospect outreach via LinkedIn, email, and mobile messaging. Create and maintain advisor websites and landing pages. Generate and track high-quality prospects using CRM dashboards. Create reporting dashboards and consult on next steps. Schedule prospect connections and support meeting setups.
Seniority
Individual Contributor