What are the responsibilities and job description for the Marketing Strategist position at Sullivan Financial Partners?
Marketing Strategist (Growth Track)
Location: Southlake, TX (In-office | Full-time)
Industry: Financial Services | Wealth & Retirement Planning
At Sullivan Financial Partners, we help successful, down-to-earth individuals retire with purpose, impact, and total confidence. We believe retirement isn’t an end; it’s an opportunity to explore what’s possible.
We’re looking for a Marketing Director in the making; someone ready to own our entire marketing function, drive brand visibility, and create campaigns that bring real value to the people we’re most called to serve.
This is a solo marketing role with leadership-level impact. You’ll be responsible for everything from scripting YouTube videos and building webinar campaigns, to promoting client events, crafting email funnels, and refining our brand presence across all platforms. You’ll work directly with firm leadership and our Director of Experience to deliver consistent, compelling messaging, all in alignment with our brand’s mission to help people “Explore the Possibilities.”
What You’ll Own:
- Content creation across YouTube, social, email, blog, and more
- Branded slide decks for events, webinars, and educational campaigns
- CRM management (Constant Contact) and segmented email strategy
- Full campaign strategy across digital and in-person events
- Marketing performance metrics and ROI tracking
- Creative direction and vendor collaboration
- Lead gen brand storytelling that reflects our values and culture
Who You Are:
- A self-starting, multi-talented marketer who thrives wearing many hats
- Experienced in content marketing, brand storytelling, and campaign execution
- Passionate about helping people and building something that matters
- Comfortable diving into financial topics and simplifying complex ideas
- Looking for a long-term role where your work makes a real difference
Why This Role is Special:
This role is perfect for someone who’s ready to build a marketing machine from the ground up. You won’t just run campaigns. You’ll shape the brand, elevate the message, and help people rethink what’s possible in retirement. And you’ll grow with us, with a defined career track leading to full Marketing Director and future team leadership.
If you’ve ever wanted to own a marketing function, make a measurable impact, and be part of a mission-driven team that’s reshaping how people experience retirement, this is your shot.
Interested? Apply here or reach out directly.
Let’s explore what’s possible; together.