Digital Marketing Specialist

A local financial services firm is seeking a highly organized, data‑savvy, and results-driven Digital Marketing Coordinator
. This role is responsible for executing marketing initiatives, maintaining brand consistency across digital and print channels, and ensuring strict compliance with industry standards.

• Call and follow up with inbound and event-generated leads
• Manage all media contracts, including radio, TV, digital, and sponsor ships
• Track deliverables, contract terms, start/end dates, and make‑goods
• Schedule media placements, including campaign timing and seminar promotion windows
• Monitor ROI to determine what’s effective, what’s underperforming, and where to optimize
• Manage drip marketing campaigns across email and SMS
• Oversee timing, segmentation, automation flow, and follow-through
• Maintain and utilize CRM platforms

• Bachelor’s degree in marketing, financial services, communications, or a related field
• Proficiency with CRM systems and Microsoft Office
• Experience in financial services is a plus
• Strong project management skills with the ability to manage competing deadlines
• Experience collaborating with advisors, designers, vendors, and compliance teams
• Familiarity with compliance review processes and the ability to revise content based on legal guidance
• Comfort with basic website content updates
• Ability to generate and interpret basic analytics and campaign reports
• Exceptional attention to detail, especially regarding disclaimers, disclosures, and compliant messaging