Senior Marketing Specialist

We are looking for an experienced, hands-on Senior Marketing Specialist to join our Miami-based Marketing team. Reporting to the Head of Marketing, this role will work closely with the broader Marketing department while partnering with Recruiting and Advisor Experience to translate business priorities into coordinated Marketing initiatives.

The role spans three strategic areas:
Marketing & Strategic Initiatives, as well as Marketing with a focus on Financial Advisor Recruiting, and Advisor Experience. The ideal candidate is a well-rounded Marketing professional who can independently drive initiatives, confidently engage with Financial Advisors (FA) and senior stakeholders, and execute directly within their areas of expertise while leveraging Marketing’s specialized capabilities — including Brand & Design, Communications, Digital, Web, and Events — when deeper technical expertise is required.

• Partner with the Head of Marketing on departmental and firm-wide initiatives, from strategy through execution
• Work closely with Marketing Team Leads to translate priorities into structured initiatives while supporting the relationship and coordination with third-party vendors, agencies and external creative sources
• Develop high-impact, executive-ready presentations, dashboards, and summaries — including quarterly updates and new project proposals with clear phases and impact
• Serve as the Miami-based Marketing presence: manage local events, activations, execute and support simple video content production in our Insigneo studio, and any on-site marketing operations needs
• Represent Marketing in cross-department meetings, capturing briefs, tracking key action items, and following through on internal projects
• Coordinate with Marketing's specialized functions — including Brand & Design, Communications, Digital, Web, and Events — supporting project tracking and follow-through on Marketing's initiatives
• Own and manage in-office Marketing inventory — merchandise, print collateral, and branded assets — ensuring availability, quality, and consistency with brand standards, coordinating with external vendors as needed
• Provide hands‑on support for special projects and evolving Marketing priorities, demonstrating strong judgment, resourcefulness, and attention to detail
• Serve as Marketing's primary point of contact for advisor lead‑generation initiatives, partnering with the Recruiting team to understand and translate business objectives into Growth Marketing initiatives
• Drive and execute top‑of‑funnel lead‑generation campaigns with the Digital team and/or external agencies to grow the FA pipeline in existing and new markets
• Own content creation and nurturing cadence for advisor lead generation — email, social media, and other channels — to drive awareness and generate inbound interest
• Plan and execute FA recruiting events across key markets, including invitations, follow‑up, and logistics
• Manage Insigneo's brand presence at industry events where recruiting opportunities exist
• Own all FA recruiting collateral — pitch decks, digital assets, landing pages — including development, maintenance, timely updates, and dynamic custom decks for unique opportunities as they arise
• Manage recruiting swag and materials inventory across markets
• Report recruiting Marketing results through clear KPIs, tracking and managing CRM data via Marketing Cloud to provide visibility into performance and impact

• Serve as Marketing's primary point of contact for advisors throughout the advisor lifecycle
• Work closely with Advisor Experience and Relationship Management teams to understand and translate their business objectives into actionable Marketing initiatives
• Participate in advisor onboarding and other advisor‑facing meetings, introducing Insigneo's Marketing capabilities, brand resources, available tools, and support model
• Translate advisor needs into clear requests for the Marketing team, coordinating with Brand & Design, Communications, Digital, Web, Events, and vendors through completion
• Help develop and maintain a consistent, scalable Marketing service experience…