Marketing Specialist  

Utica, NY

Our client, Strategic Financial Services, is a purpose‑driven, people‑first organization known for its strong brand presence, award‑winning culture, and commitment to helping individuals “live a great life.” With more than four decades of trusted community presence, Strategic has built a reputation for delivering high‑quality experiences, clear communication, and a client‑centric approach that sets them apart in the marketplace.

As the firm continues to grow, Strategic is seeking a Marketing Specialist who will play a key role in elevating the brand’s visibility and engagement. This position supports the firm’s strategic growth initiatives by executing marketing campaigns, producing compelling digital content, and managing key marketing channels. The role partners closely with the Chief Growth Officer and teams across the organization to ensure all marketing programs are consistent, on‑brand, and aligned with the firm’s mission and values.

FIRM VALUES:

• Serve  |  Grow  |  Live

CORE RESPONSIBILITIES:

• Supporting the day‑to‑day execution of lead‑generation campaigns aligned with firm priorities and growth goals.
• Assisting in the development and maintenance of marketing calendars, including email series, webinars, educational content, events, and client communications.
• Drafting and refining marketing copy for emails, ads, landing pages, and social media while adhering to brand voice and compliance guidelines.
• Building and updating landing pages, forms, and basic website content to support lead generation and conversion.
• Coordinating the creation, scheduling, and posting of content across key channels such as the website, email, LinkedIn, and other approved platforms.
• Managing the firm’s social media presence, including content creation, scheduling, monitoring performance, and providing insights to improve reach and engagement.
• Setting up and maintaining marketing automation workflows and nurture journeys within marketing technology platforms.
• Monitoring campaign performance—including traffic, engagement, leads, and conversions—and delivering regular reporting to the Marketing Manager and leadership.
• Assisting in managing and maintaining data quality within CRM and marketing systems, including segmentation and basic lead routing.
• Coordinating with advisors and internal teams to promote events, webinars, and marketing initiatives.
• Partnering with Compliance to ensure all materials and campaigns follow required review and approval processes.
• Supporting additional marketing responsibilities as needed, including special projects and assisting team members during peak workflows.

TECHNICAL SKILLS:

• Energetic self‑starter with strong interest in digital marketing, demand generation, and data‑driven growth.
• Clear and confident written and verbal communication skills.
• Strong organizational skills and attention to detail; able to manage multiple deadlines.
• Proficiency with Microsoft 365 (Outlook, Word, Excel, PowerPoint, Teams).
• Familiarity with HubSpot or similar marketing automation tools.
• Experience or exposure to CRM systems such as Salesforce or HubSpot CRM.
• Ability to interpret basic marketing analytics and summarize key insights.

REQUIREMENTS:

•       1–3+ years of experience in marketing, digital marketing, demand generation, or related fields (preferred but not required).
•       Experience in financial services or professional services is helpful.
•       Background in content creation, social media, events, or email marketing is desirable.
•       Experience collaborating with advisory or sales teams is a plus.

BASE SALARY RANGE: $67,000-$81,000 plus performance-based compensation

BENEFITS:

• Health Insurance: Single coverage with 30% employee premium; other tiers 45–55%.
• Dental & Vision: Company-paid single coverage; family coverage optional at employee cost.
• Flexible Spending Accounts: Dependent Care FSA available.
• Health Savings Account (HSA): Available with employer contribution.
• PTO: 15–20 days per year, plus 12 paid holidays.
• Sick Time: 5 NYS sick days annually.
• Paid Family Leave: Up to 12 weeks of job-protected paid leave under NYS PFL (67% of average weekly wage, up to the state maximum).
• Retirement: 401(k)/Roth eligibility on Day 1; profit sharing (0–10%) after 6 months.
• Insurance: Company-paid short-term disability, long-term disability, and life/AD&D (3× salary, $200k cap).
• Invest In You: $2,500 company-funded deposit into a Strategic account for financial planning.
• Identity Theft Protection: Company-paid coverage for employees and families.

Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.
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