Aldrich Wealth is a dynamic, fast growing and established independent wealth management firm at the forefront of the industry. As a wealth management firm that provides a broad array of financial services to high-net-worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions, and manage more than $4 billion in assets.

Our holistic approach, paired with high-touch service, weaves together financial planning, wealth building, wealth preservation and life goals. We guide our clients through today’s financial complexities in order to protect and grow their financial assets for tomorrow.

We are looking for a Marketing Specialist to help develop strategies, tools and solutions that foster client engagement and support Aldrich Wealth’s efforts to grow business in Corporate Retirement Plans and Private Wealth Services for individuals. This position’s responsibilities include establishing a marketing strategy and executing marketing initiatives. The position will serve as Aldrich Wealth’s dedicated Marketing expert who will represent, liaise, coordinate, and execute the Wealth division’s marketing strategy in collaboration with or working in conjunction with the firm’s management group and centralized team of Marketing experts. The individual will lead, coordinate, contribute to marketing and business development projects including brand positioning, content development, event strategy and coordination, digital channels, and marketing collateral.

Responsibilities

• Identify opportunities to promote Aldrich Wealth’s brand awareness internally and externally
• Implement marketing strategies and plans that drive growth
• Responsible for executing content to be shared in various channels such as social media, email newsletters, website posts, marketing collateral, and presentations
• Analyze, own, and present results for marketing activities, identifying key insights and ways to optimize and evolve the initiative
• Oversee the Wealth division’s digital content calendar, manage both creation and execution of deliverables, and develop custom content with support from Aldrich Wealth experts and marketing team
• Build processes and programs that improve content collaboration across Advisors and marketing
• Manage the creation and updates of marketing assets (e.g. flatsheets, website, videos, sales tools) to better address prospects’ needs
• Lead execution of the compliance approval process, including uploading of all final marketing and creative assets into Canto.

Education and/or Experience

• Bachelor's degree from an accredited college/university preferably in Marketing, Communications or another related degree
• 5-7 years of experience in similar role
• Strong Microsoft Office (Word, Excel, and PowerPoint)
• Excellent written and verbal communication skills
• Copywriting and editing content with an attention to detail
• Strong prioritization, organization, and project management skills

Preferred Experience

• Graphic design experience
• Video production experience
• Experience with Adobe Creative Cloud
• Knowledge of CRM
• Knowledge of Prezi
• Experience with WordPress

Aldrich is an equal opportunity employer.

Perks and Benefits

Our employees enjoy a competitive compensation and benefits package, including:

• Medical, dental, vision, life, and disability insurance
• 401(k) plan with match and profit sharing
• 10 Paid Holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, Paid Parental Leave, and 3.5 weeks of vacation and sick leave in the form of a Paid Time-Off bank

To Apply
Submit your resume and cover letter describing how you meet the minimum qualifications.