STRATOS · 21 hours ago
Part-Time Marketing Specialist
Olympia Wealth & Life Management is dedicated to helping individuals take control of their financial futures, and they are seeking a Part-Time Marketing Specialist to enhance their marketing initiatives. This role involves executing core marketing strategies, including email marketing, social media management, content creation, and event coordination, aimed at elevating Olympia's brand and client engagement.
ConsultingFinancial Services
Responsibilities
Develop and manage a content calendar for client emails and newsletters
Write clear, client-friendly copy aligned with brand and compliance standards
Segment lists, run A/B tests, and track deliverability, open rates, click-throughs, and conversions
Maintain clean lists, opt-in/opt-out processes, and archive materials per compliance requirements
Own the editorial calendar and posting across approved platforms (LinkedIn, Facebook, Instagram)
Promote blogs, podcast episodes, educational talks, events, and key firm initiatives
Write short-form content and thoughtfully curate third-party articles
Monitor comments and direct messages
Coordinate paid boosts or ads as needed; tag UTMs and report performance
Research, draft, and edit content including: Blog posts and SEO-driven educational articles, Podcast concepts, outlines, show notes, and promotional copy, TED-style talk scripts, talking points, and presentation narratives, Client guides, FAQs, checklists, video scripts, and handouts
Collaborate with leadership to translate expertise into engaging, compliant educational content
Repurpose content across email, social media, web, podcasts, events, and presentations
Plan and execute educational workshops, webinars, client appreciation events, and community sponsorships
Support live or recorded educational talks and podcast-style events
Manage invitations, registrations/RSVPs, venues, logistics, and partner coordination
Create event assets including landing pages, email sequences, handouts, and slide decks
Capture leads and manage post-event follow-up to support business development
Conduct keyword research and optimize on-page elements (titles, meta descriptions, headers, internal linking)
Recommend content pillars and topic clusters aligned with blogs, podcasts, and educational talks
Monitor rankings and traffic using Analytics and Search Console
Suggest improvements to site architecture, local SEO, Google Business Profile, reviews, and citations
Maintain a weekly and monthly reporting cadence for leadership
Track performance across email, social media, blogs, podcasts, educational talks, events, and web traffic
Provide weekly insights and recommendations—highlighting what’s working, what’s not, and what to test next
Maintain a simple dashboard connecting marketing activity to lead generation and business development outcomes
Submit marketing materials (including blogs, podcast scripts, and presentation content) for compliance review as required
Maintain brand standards, disclosures, and best practices in a regulated financial services environment
Qualification
Required
3+ years of hands-on marketing experience (financial services or professional services preferred)
Strong copywriting and editing skills with the ability to translate complex topics into plain-English education
Experience creating or supporting blogs, podcasts, video content, or educational presentations
Demonstrated experience with SEO fundamentals, content optimization, and basic analytics
Comfort reporting and discussing weekly marketing performance with leadership
Experience with common tools such as: CRM (Olympia uses Redtail), Email platforms (Mailchimp, HubSpot, or Constant Contact), Social schedulers (Hootsuite, Buffer, or similar), Basic design tools (Canva, Adobe Express), Web analytics tools
Highly organized, deadline-driven, and able to manage multiple projects independently
Recent college graduate or current student (junior year or above) pursuing a BA/BS in Marketing or a closely related field (Communications, Digital Media, Business with a marketing concentration)
Exposure to digital marketing, content strategy, analytics, SEO, and media production through classes, projects, or internships
2–3 samples or links showcasing blog posts, email content, social media, podcast materials, or presentation scripts
Preferred
Experience working within broker-dealer or RIA marketing compliance guidelines is a plus
Google Analytics (GA4)
HubSpot Content Marketing
Google Ads Search
Hootsuite or Sprout Social
Email marketing certifications
Company
STRATOS
Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Emigrant Partners
2020-04-02Corporate Round
Recent News
2025-10-09
2025-09-29
2025-06-30
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