Job Description
Job Description
Location : Westlake Village, CA (In-Office)
Schedule : Full-Time, 40 hours per week
About the Role
We are seeking a highly skilled, dynamic, entrepreneurial, and highly creative individual to join our team as a Social Media & Creative Strategist Manager to oversee and execute marketing initiatives for two affiliated companies : The Stream Plan and Watermark Life. This individual will play a critical role in shaping our brand presence, communicating our value to clients and partners, and supporting business growth.
The ideal candidate will be a strong communicator with the ability to simplify and present complex financial and insurance concepts in an engaging, simplified, and educational way. This role requires both strategic thinking and hands-on execution across writing, design, digital media, and social platforms.
Key Responsibilities
Creative Campaigns & Brand Identity
- Lead the conceptualization and execution of creative campaigns from ideation through pre- and post-production.
- Oversee branding, digital design, photography, styling, shoot locations, and creative direction.
- Develop presentations and client-facing materials that effectively communicate strategies and solutions.
- Shape and elevate brand identity, ensuring consistent personality, values, and voice across all channels.
Content Development & Storytelling
Write and edit clear, compelling content including articles, case studies, email campaigns, and marketing collateral.Translate complex financial and insurance concepts into approachable, visually engaging narratives.Ideate and produce storyboards, graphics, copywriting, and marketing assets for both digital and print media.Stay current on cultural trends, social shifts, and emerging technologies to continually innovate content.Digital Marketing & Social Media
Develop and manage content strategy and a social media calendar aligned with business goals.Oversee and grow social platforms (LinkedIn, YouTube, Instagram, and emerging channels).Create and manage company websites, ensuring content is accurate, engaging, and up to date.Manage visual assets, ensuring they are organized, accessible, and consistently branded.Collaboration, Events & Communication
Motivate and inspire social media growth and engagement across platforms.Communicate effectively, simplifying complex strategies into digestible formats.Support and promote live events, activations, and community-driven initiatives.Coordinate with leadership to align marketing efforts with broader company goals.Monitor marketing performance and provide reports on campaign effectiveness.Qualifications
Bachelor’s degree in Marketing, Communications, Business, or related field (preferred but not required).Comfortable and engaging “camera personality” in front on the camera to film Instagram Reels, LinkedIn content, and TikTok’s3+ years of experience in marketing, preferably in financial services, insurance, or a related industry.Strong writing and editing skills with the ability to explain complex topics in a simple, engaging way.Proficiency in graphic design software (Adobe Creative Suite, Canva, or similar).Experience in both print and digital media.Knowledge of social media marketing best practices.Strong organizational skills with the ability to manage multiple projects simultaneously.Self-starter with the ability to work independently and collaboratively in a fast-paced environment.Preferred Skills
Familiarity with financial and insurance products, terms, and concepts.Experience in creating case studies or whitepapers.Website content management experience (WordPress or similar).Email marketing tools (Mailchimp, Constant Contact, HubSpot, or similar).Compensation & Benefits
Competitive salary based on experience.Option to participate in the company 401kPaid time off and holidays.Opportunities for professional growth within a dynamic and quickly expanding organization.Powered by JazzHR
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