Marketing Specialist (Investments)
On-site · St. Petersburg, Florida, United States
Job Summary
Marketing Specialist to support development and execution of marketing initiatives across Dynasty Financial Partners’ investment platform. Responsible for creating advisor-focused content (market commentary, investment explainers, client-ready materials) and translating complex investment concepts into clear messaging. Contributes to integrated campaigns across email, events (virtual and in-person), and digital channels; supports lead-generation content and webinars; collaborates with Investments, Product, and Compliance teams to ensure accurate, timely, and compliant messaging; tracks performance and identifies opportunities to improve content effectiveness and advisor engagement.
Required Qualifications
- 1–3 years of experience in marketing, communications, or a related role
- Bachelor’s degree in marketing, communications, business, finance, or a related field
- Strong written and verbal communication skills
- Exceptional attention to detail, organization, and project management skills
- Ability to manage multiple priorities in a fast-paced, collaborative environment
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