Three Sixty Wealth Management | Registered Investment Advisory
Three Sixty Wealth Management is a relationship-driven RIA serving high-net-worth and ultra-high-net-worth families with comprehensive planning, investment management, and multi-generational wealth strategies. We are seeking a Marketing Ambassador to help us tell our story, expand our reach, and support the firm’s continued growth through thoughtful brand presence, lead generation, and business development support.
This role sits at the intersection of marketing, brand identity, digital presence, and growth strategy. You will work directly with leadership to ensure the firm’s message is consistent, professional, and visible across platforms while helping turn awareness into real opportunities.
What You’ll Do Brand Identity & Messaging
Maintain consistency of the firm’s brand across all materials and platforms
Assist in refining messaging for website, brochures, presentations, and client materials
Ensure visual and written brand standards are upheld
Support creation of marketing collateral for advisors and client events
Social Media & Digital Presence
Manage and schedule content across LinkedIn and other appropriate platforms
Create educational, professional, and engaging posts aligned with the firm’s voice
Coordinate graphics, captions, and posting calendar
Monitor engagement and suggest improvements
Assist with website updates and content refreshes
Lead Generation & Growth Support
Build and manage marketing campaigns aimed at attracting qualified prospects
Support email campaigns, newsletters, and digital outreach
Maintain prospect lists and segmentation within CRM
Track marketing metrics and report on campaign effectiveness
Research and identify new opportunities for visibility and outreach
Business Development Support
Assist advisors with materials for prospect meetings and presentations
Support coordination of client events, seminars, and appreciation functions
Help implement referral and professional partner outreach initiatives
Prepare follow-up materials for prospective clients
CRM & Marketing Integration
Maintain accuracy of contact lists for marketing use
Build CRM reports and lists for campaigns and communications
Track prospect activity and movement through the pipeline
What Success Looks Like
The firm has a consistent, professional, and visible brand presence
Social media and digital platforms reflect the quality of the firm
Advisors are supported with polished marketing and prospect materials
Lead flow and prospect engagement steadily improve
Marketing efforts are organized, measurable, and aligned with growth goals
Who You Are
Creative, organized, and detail-oriented
Strong writer with an eye for design and brand consistency
Comfortable with social media platforms, CRM systems, and digital tools
Interested in marketing within professional services or financial services
Able to manage multiple projects and deadlines independently
Familiar with Canva, email marketing tools, and content scheduling platforms (preferred)
Location: Bloomington IL (In-Office)
Position Type: Full-time
Compensation: Salary Range $45,000 - $60,000 + Bonus
This role is ideal for someone who enjoys combining creativity with strategy and wants to play a meaningful role in the growth of a respected advisory firm.
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This role sits at the intersection of marketing, brand identity, digital presence, and growth strategy. You will work directly with leadership to ensure the firm’s message is consistent, professional, and visible across platforms while helping turn awareness into real opportunities.
What You’ll Do Brand Identity & Messaging
Maintain consistency of the firm’s brand across all materials and platforms
Assist in refining messaging for website, brochures, presentations, and client materials
Ensure visual and written brand standards are upheld
Support creation of marketing collateral for advisors and client events
Social Media & Digital Presence
Manage and schedule content across LinkedIn and other appropriate platforms
Create educational, professional, and engaging posts aligned with the firm’s voice
Coordinate graphics, captions, and posting calendar
Monitor engagement and suggest improvements
Assist with website updates and content refreshes
Lead Generation & Growth Support
Build and manage marketing campaigns aimed at attracting qualified prospects
Support email campaigns, newsletters, and digital outreach
Maintain prospect lists and segmentation within CRM
Track marketing metrics and report on campaign effectiveness
Research and identify new opportunities for visibility and outreach
Business Development Support
Assist advisors with materials for prospect meetings and presentations
Support coordination of client events, seminars, and appreciation functions
Help implement referral and professional partner outreach initiatives
Prepare follow-up materials for prospective clients
CRM & Marketing Integration
Maintain accuracy of contact lists for marketing use
Build CRM reports and lists for campaigns and communications
Track prospect activity and movement through the pipeline
What Success Looks Like
The firm has a consistent, professional, and visible brand presence
Social media and digital platforms reflect the quality of the firm
Advisors are supported with polished marketing and prospect materials
Lead flow and prospect engagement steadily improve
Marketing efforts are organized, measurable, and aligned with growth goals
Who You Are
Creative, organized, and detail-oriented
Strong writer with an eye for design and brand consistency
Comfortable with social media platforms, CRM systems, and digital tools
Interested in marketing within professional services or financial services
Able to manage multiple projects and deadlines independently
Familiar with Canva, email marketing tools, and content scheduling platforms (preferred)
Location: Bloomington IL (In-Office)
Position Type: Full-time
Compensation: Salary Range $45,000 - $60,000 + Bonus
This role is ideal for someone who enjoys combining creativity with strategy and wants to play a meaningful role in the growth of a respected advisory firm.
#J-18808-Ljbffr