Position Summary

The Integrated Marketing Specialist plays a central role in developing, coordinating, and executing marketing initiatives across multiple channels to drive client engagement and business growth. Reporting to the Senior Vice President, Head of Marketing, this role works closely with sales, portfolio management, and cross-functional stakeholders to align marketing activities, streamline processes, and deliver high-quality, client-facing content.

This position is ideal for someone who thrives in a fast-paced, tech-enabled marketing environment and enjoys balancing operational excellence with creative content development. You’ll manage the marketing tech stack and campaign workflows while also contributing directly to the creation of materials like presentations, fact sheets, and brochures — ensuring that both the backend systems and the outward-facing assets work seamlessly to support firm goals.

Primary Responsibilities

• Manage and optimize the marketing tech stack, including the email marketing platform, CMS, marketing automation tools (e.g., HubSpot), and CRM (e.g., Salesforce).
• Develop and edit marketing materials such as sales presentations, fact sheets, brochures, and client communications, ensuring accuracy, clarity, and alignment with overall brand standards.
• Continuously work to enhance the client service experience from a marketing perspective, ensuring that all client touchpoints are managed effectively and consistently.
• Coordinate and execute integrated marketing campaigns across digital, email, social media, web, print, and events, working closely with internal stakeholders.
• Maintain the marketing content calendar, campaign workflows, and project timelines to ensure the timely delivery of initiatives.
• Collaborate with sales and investment teams to translate complex investment concepts into client-ready materials and outreach content.
• Track and analyze marketing performance metrics to measure campaign effectiveness, providing insights and recommendations for continuous improvement.
• Assist in creating and managing reports and dashboards to monitor marketing KPIs, engagement, and ROI.
• Ensure consistency of brand messaging, tone, and visual identity across all marketing touchpoints.
• Continuously evaluate and improve marketing processes for scalability and efficiency.

Qualifications

• Bachelor’s degree in marketing, communications, business, or a related field.
• 3–5 years of experience in marketing operations or integrated marketing, preferably within financial services or asset management.
• Proficiency with marketing automation platforms (e.g., HubSpot, Eloqua, Marketo, Pardot), CRM tools (e.g., Salesforce), and CMS platforms.
• Strong proficiency in Microsoft Office Suite is required; working knowledge of Adobe Creative Suite (Photoshop, Illustrator, InDesign) is a plus.
• Some experience leveraging AI tools and technologies to enhance marketing strategies and drive results across channels.
• Demonstrated ability to manage multiple projects, prioritize effectively, and meet deadlines in a fast-moving environment.
• Excellent written, verbal, and visual communication skills, with strong attention to detail and a collaborative mindset.
• Analytical skills to assess campaign performance and make data-driven recommendations for improvement.
• A growth mindset and a passion for continuous learning and innovation.

The annualized base pay range for this role is expected to be between $85,000-$90,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

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Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.

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For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.