Focus Financial Partners · 5 hours ago
Integrated Marketing Specialist
Greenwich, CT
Full-time
Onsite
Mid Level
$85K/yr - $90K/yr
3+ years expFocus Financial Partners is a leading partnership of fiduciary wealth management and financial services firms. The Integrated Marketing Specialist plays a central role in developing and executing marketing initiatives to drive client engagement and business growth, while collaborating with various teams to ensure high-quality content and effective marketing processes.
Asset ManagementFinanceFinancial ServicesWealth Management
Responsibilities
Manage and optimize the marketing tech stack, including the email marketing platform, CMS, marketing automation tools (e.g., HubSpot), and CRM (e.g., Salesforce)
Develop and edit marketing materials such as sales presentations, fact sheets, brochures, and client communications, ensuring accuracy, clarity, and alignment with overall brand standards
Continuously work to enhance the client service experience from a marketing perspective, ensuring that all client touchpoints are managed effectively and consistently
Coordinate and execute integrated marketing campaigns across digital, email, social media, web, print, and events, working closely with internal stakeholders
Maintain the marketing content calendar, campaign workflows, and project timelines to ensure the timely delivery of initiatives
Collaborate with sales and investment teams to translate complex investment concepts into client-ready materials and outreach content
Track and analyze marketing performance metrics to measure campaign effectiveness, providing insights and recommendations for continuous improvement
Assist in creating and managing reports and dashboards to monitor marketing KPIs, engagement, and ROI
Ensure consistency of brand messaging, tone, and visual identity across all marketing touchpoints
Continuously evaluate and improve marketing processes for scalability and efficiency
Qualification
Required
Bachelor's degree in marketing, communications, business, or a related field
3+ years of experience in marketing operations or integrated marketing, preferably within financial services or asset management
Proficiency with marketing automation platforms (e.g., HubSpot, Eloqua, Marketo, Pardot), CRM tools (e.g., Salesforce), and CMS platforms
Strong proficiency in Microsoft Office Suite is required; working knowledge of Adobe Creative Suite (Photoshop, Illustrator, InDesign) is a plus
Some experience leveraging AI tools and technologies to enhance marketing strategies and drive results across channels
Demonstrated ability to manage multiple projects, prioritize effectively, and meet deadlines in a fast-moving environment
Excellent written, verbal, and visual communication skills, with strong attention to detail and a collaborative mindset
Analytical skills to assess campaign performance and make data-driven recommendations for improvement
A growth mindset and a passion for continuous learning and innovation
Benefits
An annual cash bonus
A comprehensive benefits package
Company
Focus Financial Partners
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M
Leadership Team
Michael Nathanson
Chief Executive Officer
Adam Birenbaum
President
Recent News
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