Focus Partners Wealth · 4 hours ago
Marketing Strategist
St Louis, MO
Full-time
Hybrid
Senior Level
$80K/yr - $90K/yr
5+ years expFocus Partners Wealth is seeking a Marketing Strategist to develop and execute integrated marketing campaigns across key business segments. This role will serve as the primary marketing lead for Focus Partners Advisor Solutions, driving awareness, engagement, lead generation, and conversion through strategic marketing initiatives.
ConsultingFinancial Services
Responsibilities
Develop and execute a growth-focused marketing plan supporting Focus Partners Advisor Solutions business objectives
Lead creation of targeted campaigns (email, ad and other digital), events/conference strategies, webinars, website development, and social media efforts
Partner with the Marketing Content team to develop and refine marketing collateral for advisor and in-person use
Collaborate with Focus Partners Advisor Solutions leadership and Marketing and Communications leaders to prioritize initiatives, allocate resources, and align messaging
Works closely with Focus Partners Advisor Solutions sales team to enhance sales pipeline processes, tools and communication
Track annual metrics and KPIs in partnership with the Focus Partners Advisor Solutions Advisor Relations team to monitor campaign success and Focus Partners Advisor Solutions growth; helping translate into reportable metrics for the team’s benefit
Lead frequent update calls with Focus Partners Advisor Solutions team leads, regional managers, and the broader growth team to identify needs and opportunities, assess and share progress updates
Partner with the Digital and Content teams to ensure all Focus Partners Advisor Solutions resources are accurate, current, and accessible via the advisor portal
Provide prospecting conference support aimed at increased attendance and engagement including pre- and post-conference outreach, development of relevant prospect-specific collateral, and responsibility for booth aesthetic design and needs
Support broader Focus business development initiatives and campaign execution as needed
Provide strategic and project management support for growth initiatives and marketing campaigns
Contribute insights and structure to advance marketing operations and improve consistency, scalability, and efficiency across programs
Qualification
Required
Bachelor's degree in Marketing, Communications, Business or related field
5+ years in marketing strategy, brand management, or communications, preferably within the financial industry, specifically TAMP or advisor services
Demonstrated ability to connect firm-level objectives to actionable marketing strategies with measurable impact
Skilled at developing and implementing marketing processes and standards
Able to collaborate and clearly negotiate priorities and timelines
Experience managing projects including multi-layered, long-term marketing initiatives
Ability to communicate in an efficient, reliable, and timely manner
The ability to prioritize tasks and deadlines in a fast-paced environment
Strong writing and presentation skills; confident presenting to senior leadership
Ability to evaluate performance data, adjust course, and strengthen results through insights and iteration
Understanding of marketing requirements within the RIA or financial advisory space, with a balance of creativity and precision
Confident, pragmatic, and collaborative; energized by shaping structure and driving results through influence and clarity
Benefits
Annual cash bonus
Comprehensive benefits package
Company
Focus Partners Wealth
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Craig S Jones
Chief Diversity Officer
Recent News
Business Insider
2025-04-26
InvestmentNews
2024-04-08
2024-04-08
Company data provided by crunchbase