Marketing & Communications Manager

The Financial Services Institute (FSI) is the leading advocacy organization for the independent financial services industry. Its mission is to ensure that all individuals have access to affordable, professional financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms. FSI is committed to creating a healthier, more business-friendly regulatory environment for its members.

The Marketing & Communications Manager supports FSI’s mission by developing compelling marketing that enhances brand visibility, grows and retains membership, drives event attendance, and elevates member engagement. This is a key position that blends strategy, execution, and collaboration to ensure consistent, high-quality messaging across platforms that aligns with organizational goals.

Responsibilities

Marketing Strategy, Content Development & Brand Management

• Plan, develop, and execute marketing campaigns to promote FSI membership, events, member benefits, and advocacy priorities in collaboration with the AVP, Marketing & Communications.
• Write, edit, and proof a wide range of marketing materials, including email campaigns, newsletters, ads, brochures, web content, reports, and social media posts.
• Ensure all content aligns with FSI’s tone, style, and branding guidelines.
• Support the development of promotional videos to enhance campaign messaging and storytelling.
• Manage content and project calendars to ensure deadlines are met.

Digital Marketing & Social Media

• Manage FSI’s email marketing system (Higher Logic), including design, audience segmentation, scheduling, and performance tracking.
• Collaborate with internal teams and external vendors to keep website content up to date and engaging.
• Maintain and grow FSI’s social media presence across LinkedIn, Instagram, X, and other platforms.
• Analyze data and engagement metrics to optimize future campaigns.

Event Marketing & Support

• Create and implement targeted marketing strategies that increase event attendance and deepen member engagement.
• Coordinate the creation of marketing collateral for conferences and events (signage, handouts, PowerPoints, etc.).
• Publish content to the conference event app.
• Assist with management and promotion of webinars, including cross-functional staff and volunteer coordination.

Project & Vendor Management

• Work closely with internal departments (Advocacy, Membership, Events) to support cross-functional marketing needs.
• Coordinate exhibit booth logistics and promotional material shipping for member-facing conferences.
• Oversee relationships with graphic designers, printers, mail houses, and other external vendors.
• Respond to member inquiries.
• Other responsibilities as assigned.

Qualifications

• Bachelor’s degree in Marketing, Communications, or related field, or equivalent professional experience.
• 3-6 years of experience in marketing or communications, preferably in a trade association or financial services setting.
• Exceptional writing, editing, and proofreading skills with a strong attention to detail.
• Strong project management skills with the ability to meet multiple deadlines.
• Familiarity with graphic design tools such as Canva, Photoshop, and InDesign.
• Experience working with email marketing platforms.
• Proficiency with Microsoft Office Suite and experience with CRM systems, such as Microsoft Dynamics.
• A proactive self-starter who brings fresh ideas and drives projects forward.
• Positive, team-oriented attitude with the ability to work independently in a remote environment with minimal supervision.

Working Conditions and Physical Requirements

FSI is a fully virtual, remote-first organization with the option for employees to work in a hybrid capacity from our Washington, D.C. headquarters, if desired. While most work can be performed remotely, this role requires:

• 1-2 quarterly in-person meetings at our D.C. office.
• Flexibility to attend additional meetings or activities in person as needed, with advance notice.
• Travel within the United States (max 10%) for conferences and events.

This job occasionally requires the ability to lift or move materials up to 30 lbs, such as conference boxes and/or exhibit booth materials.

Equal Employment Opportunity

The Financial Services Institute (FSI) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.