Marketing Strategist / Consultant (Financial Services -- Top Advisors)
Position Overview We are seeking an experienced Marketing Strategist / Consultant to provide bespoke marketing support for our client's top Financial Advisors and their teams. They have a team of 4 strategists today, looking to expand by another 4 to serve more Financial Advisors more completely. These consultants will support the expansion of Premier Practice Marketing to support the firm's top producer tier. Partnering directly with participating advisors on marketing, communications, ideal target client definition, and related advisory needs; coordinate fulfilment with the creative team; and support advisor satisfaction measurement.
This is a 40-hour per week contract position through February 2027 with the potential to extend. This is a remote position, but you must be available to work during CST working hours to be considered.
Key Responsibilities
Develop integrated marketing strategies and go-to-market plans aligned with business objectives, target audiences, and KPIs.
Lead market research, competitive analysis, and consumer insights initiatives to inform positioning, segmentation, and messaging.
Manage content strategy and content marketing programs that support brand goals, lead generation, and customer lifecycle engagement.
Define and implement conversion rate optimization (CRO) and A/B testing programs across landing pages, funnels, and paid campaigns to improve performance.
Conduct campaign management, budget allocation, and media planning to maximize ROI and month-over-month performance improvements.
Develop customer journey maps and lifecycle strategies to improve acquisition, activation, retention, and upsell metrics.
Collaborate with product, sales, and creative teams to refine product positioning, messaging, and sales enablement materials.
Design, launch, and optimize digital acquisition campaigns across SEO, SEM, paid search/PPC (Google ), and social media advertising (Facebook/Meta and other platforms).
Qualifications
Bachelor's degree in Marketing, Business, Analytics, or related field; MBA is a plus.
5+ years of experience in marketing strategy, digital marketing, or marketing consulting with demonstrable results across B2B or B2C environments.
Must have prior financial services experience. Bonus if you have experience partnering with or supporting Financial Advisors/Field Agents.
Strong background in Brand Strategy & omnichannel marketing campaigns.
Proven track record in content strategy, brand strategy, market research, and competitive analysis.
Excellent communication, stakeholder management, and project leadership skills; able to translate data into persuasive recommendations.
Results-oriented, organized, and comfortable working in fast-paced environments with multiple priorities.
Core Skills:
Omni-channel marketing expertise, preferably working in financial services and with Financial Advisors/agents, strong service and problem resolution skills, communication, and organization.
In this position, you may have access to client or customer systems, confidential and/or proprietary information or data, including financial information.
Benefits
Creative Circle's Freelance Employee benefits package includes eligibility for Minimum Essential Coverage (MEC) medical plan, dental/vision/term life package, discount prescription program, critical illness, accident, tele-behavioral health, and 401(k) plan. Sick leave is provided to Candidates whose assignment work location is in a state or city subject to sick leave laws. A Minimum Value (MV) PPO medical plan, Employee Stock Purchase Plan, and paid holiday eligibility are based on length and dates of service.