Marketing Campaign Specialist, Savvy

• The ideal candidate is detail-oriented, proactive, and possesses a strong understanding of various marketing channels
• Bachelor’s degree in Marketing, Business, Communications, or a related field
• 2+ years of experience in a marketing role, preferably within a financial services or agency environment
• Strong understanding of various marketing channels, including digital, social media, email, and events
• Proficiency in using marketing tools and platforms, such as HubSpot, Customer.io, Google Analytics, and social media management tools
• Excellent organizational skills and attention to detail
• Strong analytical skills with the ability to measure and report on campaign performance
• Exceptional communication and interpersonal skills
• Ability to manage multiple projects simultaneously and meet deadlines
• Empathy: Ability to understand and relate to the needs and goals of financial advisors, ensuring their marketing campaigns reflect their wishes
• Resilience: Demonstrates persistence and a positive attitude when facing challenges or setbacks, maintaining focus on delivering successful campaigns
• Proactivity: Takes initiative to develop and implement marketing strategies without needing constant supervision, always looking for ways to enhance campaign effectiveness
• Adaptability: Comfortable navigating and adjusting to changing circumstances, priorities, and technologies in a fast-paced environment
• Attention to Detail: Meticulous in planning and managing budgets, campaign timelines, and performance metrics to ensure accuracy and success
• Effective Communication: Strong verbal and written communication skills, capable of clearly conveying information and collaborating with advisors and team members
• Customer-Centric Mindset: Prioritizes the needs and goals of advisors, working diligently to provide high-quality, customized marketing solutions
• Collaborative Spirit: Works well within a team, sharing insights and collaborating with marketing, sales, and operations to ensure the best outcomes for advisors
• Results-Oriented: Focused on achieving measurable outcomes and meeting performance targets, driven by a desire to contribute to the company’s growth

Desirable

• The Marketing Campaign Specialist - Client Marketing role will be responsible for executing multi-channel marketing campaigns for Savvy's financial advisors, as a critical part of Savvy’s internal Marketing agency of record.
• This role involves planning and managing budgets allocated to each advisor, developing and implementing customized marketing strategies, and measuring the success of these campaigns.
• Transform advisor wishes into meaningful, multi-channel marketing campaigns aimed at winning new clients
• Plan and manage the marketing budget allocated to each advisor, ensuring effective and efficient use of resources
• Develop and implement customized marketing strategies for individual advisors, including but not limited to digital marketing, social media, email campaigns, and events
• Monitor and manage campaign timelines to ensure timely execution and delivery of marketing initiatives
• Measure and analyze the results of marketing campaigns, providing insights and recommendations for continuous improvement
• Collaborate with advisors to understand their needs and preferences, ensuring that marketing efforts are aligned with their goals
• Maintain detailed records of campaign performance and budget utilization
• Work closely with the internal marketing and sales teams to align on overall strategy and objectives