Integrated Marketing Specialist

Integrated Marketing Specialist

The Integrated Marketing Specialist plays a central role in developing, coordinating, and executing marketing initiatives across multiple channels to drive client engagement and business growth. Reporting to the Senior Vice President, Head of Marketing, this role works closely with sales, portfolio management, and cross-functional stakeholders to align marketing activities, streamline processes, and deliver high-quality, client-facing content.

This position is ideal for someone who thrives in a fast-paced, tech-enabled marketing environment and enjoys balancing operational excellence with creative content development. You'll manage the marketing tech stack and campaign workflows while also contributing directly to the creation of materials like presentations, fact sheets, and brochures ensuring that both the backend systems and the outward-facing assets work seamlessly to support firm goals.

Primary 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.

Qualifications

The annualized base pay range for this role is expected to be between $85,000-$90,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.