Education Marketing Specialist

Job Title: Education and Marketing Specialist
Status: Full-Time
Division: Public Safety (A Division of Modern Wealth Management)

We are a growing Registered Investment Advisory (RIA) firm seeking an Education and Marketing Specialist to support our Public Safety Division. This division specializes in serving police officers, firefighters, military personnel, their families, and other government employees.

Our core values include integrity, experience, and commitment. We offer a strong work-life balance along with challenging goals and long-term career growth opportunities.

• Develop and maintain education and marketing materials, including:
  • Website content
  • PowerPoint presentations
  • Videos for advisor presentations
• Ensure all educational and marketing materials receive appropriate division and compliance approvals
• Support the Marketing team with event scheduling and project coordination
• Coordinate and support events, including:
  • Seminars
  • Briefings
  • Lunch-and-learn events
  • Vendor displays
  • Conferences and education workshops
• Utilize key systems and tools, including:
  • Zoom
  • Microsoft Office Suite
  • Squarespace
  • Constant Contact or similar email marketing platforms
• Maintain and update website content
• Produce and distribute newsletters and email communications
• Assist with marketing ideas, video production, and social media initiatives
• Manage special projects as assigned

• Minimum of two (2) years of experience in education and/or marketing, including social media
• Bachelor’s degree in Communications, Marketing, or a related field preferred
• Strong analytical and reporting skills related to marketing campaigns
• Proficiency with the following tools and platforms:
  • Microsoft Office (Excel, PowerPoint, Word)
  • Salesforce
  • KPI tracking tools
  • Adobe Creative Cloud
  • Social media platforms
  • Pardot
  • Canva
• Experience working with First Responders is a plus