Marketing Specialist Job at Carson Group in Cockeysville

3 days ago Be among the first 25 applicants

This range is provided by Carson Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$60,000.00/yr - $76,850.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from Carson Group

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

About the Role

Enhance the visibility and reputation of the firm by planning and executing marketing, branding, and event initiatives. Promote the firm, its advisors, and team members to clients, prospects, and the community. Collaborate with leadership and Carson Group resources to align local strategies with broader brand and business development goals.

Responsibilities

• Marketing & Branding: Develop and implement marketing plans in collaboration with advisors and leadership. Manage branding initiatives to ensure consistency with firm identity and Carson Group guidelines. Coordinate the firm’s digital presence, including websites, social media, and email campaigns. Create and manage content for social platforms to increase engagement and visibility. Identify creative campaigns to promote referrals and new business opportunities.
• Business Development & Referrals: Generate and implement ideas that expand referrals and new business. Build and maintain COI relationships, securing introductions and advisor meetings. Re-engage former leads and prospects, proactively call new leads, and secure commitments for introductory meetings. Support visibility by serving as media liaison and attending firm events and functions.
• Events & Community Engagement: Plan and manage client, prospect, and community events including appreciation events, seminars, and workshops. Oversee logistics such as invitations, RSVPs, presentations, vendors, catering, and cost tracking. Lead charitable giving strategy, organize volunteer opportunities, and represent the firm at community events to increase visibility and goodwill.
• Team Engagement & Culture: Organize internal events and team-building initiatives to reinforce culture and support employee engagement. Champion internal communications that foster a unified and positive team environment.
• Performance & Reporting: Measure and report on the effectiveness of marketing initiatives, events, and advertising campaigns. Track ROI and adjust strategies based on performance data.
• Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

Qualifications

• Bachelor’s degree in marketing, communications, business, or related field required.
• Minimum of two years of experience in marketing or event planning required.
• Minimum of five or more years of experience in marketing or event planning preferred.
• Experience in financial services field preferred.

Required Skills

• Strong written and verbal communication skills required.
• Proficiency in Microsoft Office Suite required.
• Experience with Salesforce and marketing automation tools required.
• Ability to manage multiple projects and meet deadlines in a fast-paced environment required.
• Self-motivation with ability to work independently and collaboratively required.
• Flexibility to work some evenings and weekends for events required.
• Strong work ethic, integrity, and commitment to firm mission and values required.

Preferred Skills

• Minimum of five or more years of experience in marketing or event planning preferred.
• Experience in financial services field preferred.

Pay range and compensation package

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace. The total rewards expected for this role include:

• Starting annual base salary between $60,000 - $76,850.
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

Equal Opportunity Statement

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

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Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Marketing

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

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