Job Description

IDR is seeking a Financial Marketing Specialist to join one of our top clients in Brighton, MA. This role is pivotal in redefining how financial advisors and their clients access alternative investments, supporting the expansion of private markets for individual investors. If you are looking for an opportunity to join a growing organization and work within a team-oriented culture, please apply today!
Position Overview/Responsibilities for the IBD Contractor (Financial Services / Asset Management): • Collaborate with business partners to support the ambitious goals of the distribution team, focusing on the independent broker-dealer (IBD) segment.
• Lead and execute strategic marketing initiatives, including multi-channel campaigns, to increase engagement with IBD advisors.
• Develop and manage marketing collateral, ensuring alignment with distribution goals and firm investment guidance.
• Deliver, track, and optimize paid media campaigns across digital and sponsored channels.
• Plan and coordinate in-person and virtual events to strengthen advisor relationships and promote the brand.
Required Skills for IBD Contractor (Financial Services / Asset Management): • Minimum of 3 years of financial marketing experience, with a focus on private wealth distribution channels and IBD firms.
• Strong project management skills with the ability to prioritize and execute in a fast-paced environment.
• Proficiency in data-driven marketing, leveraging analytics to inform decisions and optimize performance.
• Excellent communication and interpersonal skills, with a proven ability to build collaborative relationships.
• Self-motivated, detail-oriented, and committed to continuous improvement.
What’s in it for you? • Competitive compensation package
• Full benefits: Medical, Vision, Dental, and more
• Opportunity to work with an industry-leading organization
• Close-knit, team-oriented culture
Why IDR? • 25+ years of proven industry experience in 4 major markets
• Employee Stock Ownership Program
• Medical, Dental, Vision, and Life Insurance
• ClearlyRated’s Best of Staffing® Client and Talent Award winner 12 years in a row

Job Tags

For contractors,

Similar Jobs

FSA Federal

Paralegal / Legal Assistant II Supporting the US Attorney's Office Job at FSA Federal

...Paralegal II to support the Asset Forfeiture Program at the U.S. Attorney's Office Southern District of TX, Laredo Branch Office. If you... ..., mission driven career, Join FSA! A Paralegal/Legal Assistant II executes the following duties: Assists attorney in reviewing...

The Quest Organization

Executive Assistant Job at The Quest Organization

...managing the Principal's diverse interests, which encompass various entities, including a family philanthropy committed to addressing climate change, improving American democracy, and empowering local communities. This role requires the ability to prioritize, anticipate...

CLA (CliftonLarsonAllen)

On Site Project Manager Job at CLA (CliftonLarsonAllen)

...CliftonLarsonAllen (CLA) CLA Search has been retained by Optima Machinery Corporation for their Pharma Division to identify On Site Project Managers to serve their team. With locations and customers all over the world, Optima Machinery Corporation designs and builds...

Target Steel Inc.

Crane Operator Job at Target Steel Inc.

...Position Requirements: Must have crane permit from previous employer and 6 months experience with remote or cab ridden 20-ton crane... ...and C-Hook. Must have completed crane test and have crane operating permit on their person at all times. Must be able to pass a...

Aspen Windows

Entry Level Sales - Door To Door Canvassing Job at Aspen Windows

Door To Door Canvasser: THIS IS IMPORTANT If you want to feel valued and appreciated , live with purpose, and refuse to settle for mediocrity, then your search is overyouve found what youre looking for! WHO WE NEED Our focus isnt on just hiring...

Channel Marketing Consultant (456420) Job at IDR, Inc., Boston, MA

QlBYQ1hKa055cEJrdXI1b3RhUEpsSnZHeEE9PQ==