Dynasty Financial Partners · 1 day ago
Sales Marketing Specialist
St Petersburg, FL
Full-time
Remote
Entry, Mid Level
2+ years exp
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Responsibilities
Support Sales marketing and other initiatives designed, developed and implemented to support the growth of the firm
Development of target marketing messaging and materials
Coordination of all nurture, drip and call campaigns
Selection of appropriate medium for delivery including social and digital
Develop Sales specific event calendar
Digital lead generation and organization of prospects lists
Pipeline management and accurate and up to date CRM data
Creating differentiating messaging in a complex, saturated market
Work closely with corporate marketing personnel
Create strong awareness, tracking and execution against key target markets
Develop a strong understanding of all Business Development workflows and initiatives
Interaction with all Dynasty departments, key prospects, key clients, and service providers of the Firm
Preparation for, participation in, and follow up on client visits
Qualification
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Required
Preferably 2-4 years of relevant experience as a Marketing Specialist or equivalent role.
Highly organized with strong attention to detail.
Proficiency using Outlook, MS Word and MS Excel; proficiency in Salesforce products a plus.
Professionalism, in appearance and actions, and diplomacy and be able to work with a variety of stakeholders and styles.
Strong organizational and time management skills, including an ability to manage competing priorities.
Strong verbal & written communication skills and professional manner.
Ability to meet strict deadlines and adapt to shifting priorities.
Internally driven, ethical self-starter with good judgment and comfort working in uncertainty.
Curiosity and desire to grow in the financial services industry.
Confidentiality and discretion a must.
Comfortable with remote management.
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Retirement plan 401(k)
401(k) matching
Paid Time Off
FSA/HSA benefits plans
Disability benefits
Voluntary Life Insurance
Basic Life Insurance
Company
Dynasty Financial Partners
Dynasty Financial Partners is a wealth-tech platform for financial advisors.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$50MKey Investors
Envestnet
2024-10-08Private Equity
2022-12-16Private Equity
2022-09-27Debt Financing· $50M
Leadership Team
Frank Coates
Chief Technology Officer
Leslie Norman
Chief Technology Officer
Recent News
Business Wire
2024-11-15
Company data provided by crunchbase
