Marketing Manager

At VLP Financial Advisors, we believe that financial planning is a process, not a product. Our team aims to provide clients with the highest quality investment and planning services by employing sophisticated investment solutions tailored to each individual situation.

• People First
• Team Player
• Thoughtful
• Forward Thinker
• Growth Oriented

Marketing begins with people, so we’re looking for a client‑centric marketing professional. The ideal candidate is passionate about digital media and the impact of high quality, educational content. Working cross‑functionally to help the advisory, investment, and client service teams communicate complex topics in a digestible way, the Marketing Manager has a creative mindset and can manage multiple projects simultaneously. The marketing professional will be expected to prepare and present ideas and deliverables on a regular basis, and to research market trends and industry data so that the company remains at the cutting edge.

Responsibilities will include but are not limited to:

• Develop, execute, and adjust marketing strategies to align with firm goals and client needs.
• Monitor market trends, competitor activities, and client feedback.
• Contribute to sales and marketing materials development.
• Conduct market research to understand target audience needs.
• Review and execute VLP marketing calendar items on an ongoing basis.
• Manage Google Ads search campaign to ensure consistent paid traffic to the website.

• Lead outlining and recording of‑monthly content.
• Manage paid ads on You Tube to promote You Tube videos.
• Manage regular creation and distribution of short form video content using Opus Clip.
• Schedule and track social media post performance via Sprout Social.
• Enhance and maintain the firm’s online presence, including the website and social media.
• Collaborate with compliance for content approvals.
• Execute social media strategy to increase brand awareness and engagement.
• Ensure regular updates to keep the website current and user‑friendly.

• Organize and plan quarterly client sporting events (i.e. Golf, Pickleball, Tennis).
• Organize and plan annual VLP Golf Clinic each Spring.
• Organize and plan annual VLP Happy Hour Series for clients and team.
• Safeguard and reinforce the firm’s brand identity in all marketing materials.
• Ensure consistent branding across all channels.
• Assist advisors with compliance submissions for their educational events.
• Plan marketing events and document them through photos and videos.

• Manage marketing content distribution through FMG Suite and Marketing Central.
• Update quarterly marketing report to track marketing efforts and results.
• Coordinate the release of 1-2 articles monthly based on brand topics and SEO research.
• Track source of lead data.
• Report quarterly on website performance via Google Analytics.

• Manage creation and distribution of Bi-monthly & Quarterly VLP Newsletter.
• Coordinate PR and outreach initiatives, including media releases, awards, and announcements.
• Measure and report marketing campaign performance.
• Lead bi-monthly department meetings to discuss marketing strategies.

• 2+ years of marketing, communications, or advertising experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education.
• Hands‑on experience in developing campaigns and promotions.
• Bachelor’s degree (or equivalent) in marketing, business, or related field.
• Proficiency in Word Excel, Outlook, CRM platforms, and marketing platforms.
• Experience interacting directly with vendors.

• 5+ years of marketing, communications, or advertising experience, or equivalent.
• Professional certification (ex: Professional Certified Marketer).
• Experience with relevant markets and trends.

• Excellent written and verbal communication skills.
• Superior interpersonal and organizational skills with a creative mindset.
• Ability to work independently and multi‑task by prioritizing workload to manage time effectively, complete work…