Role Description The Advertising / Marketing Review Principal is responsible for reviewing and approving marketing materials and public communications for financial professionals prior to onboarding. This role serves as the primary point of contact for regulatory marketing review during the onboarding process and partners closely with cross-functional teams to ensure compliance while supporting a seamless advisor experience. - Review and evaluate marketing materials and public communications to ensure compliance with applicable regulatory requirements (FINRA, SEC, and state regulations). - Provide principal approval or deliver clear, actionable guidance to bring materials into compliance. - Serve as the primary regulatory marketing review contact for onboarding financial professionals. - Partner with internal stakeholders and advisors to consult on marketing strategies and communications. - Assist with intake, tracking, and data collection associated with marketing materials under review. - Maintain appropriate documentation of review decisions in accordance with recordkeeping standards. - Support additional projects and initiatives as assigned. Qualifications - FINRA Series 7 and Series 24 licenses (active). - 3+ years of experience in financial services with a focus on advertising/marketing compliance review. - Strong knowledge of FINRA, SEC, and state regulatory requirements governing communications with the public. - Prior client-facing experience with the ability to explain complex regulatory concepts clearly and effectively. - Comfortable engaging directly with stakeholders via phone and virtual channels. Requirements - Ability to operate effectively in a fast-paced, high-volume environment. - Strong collaboration and cross-functional partnership skills. - Excellent time management and organizational abilities. - Exceptional written and verbal communication skills. - High attention to detail with strong analytical and problem-solving capabilities. - Ability to manage multiple priorities and follow through on tasks efficiently. - Customer-focused mindset with strong relationship-building skills. Technical Skills - Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). - Experience with Adobe Acrobat Pro and workflow tools such as Smartsheet or similar systems. Preferred Qualifications - FINRA Series 66 (or Series 63 and 65). - Bachelor’s degree or equivalent professional experience. Benefits - Medical, dental & vision. - Critical Illness, Accident, and Hospital. - 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available. - Life Insurance (Voluntary Life & AD&D for the employee and dependents). - Short and long-term disability. - Health Spending Account (HSA). - Transportation benefits. - Employee Assistance Program. - Time Off/Leave (PTO, Vacation or Sick Leave). Workplace Type This is a fully remote position. Job Type & Location This is a Contract position based out of San Diego, CA. Pay and Benefits The pay range for this position is $40.00 - $45.00/hr. Application Deadline This position is anticipated to close on Jun 11, 2026.

• Attract more contractors to the brand and build market demand • sharpen pitch to engage contractors quickly • Attend events and communities where contractors are present • Enhance sales and partnerships effectiveness • Generate customer marketing through case studies and references

Role Description As a Marketing Intern at Opensity, you will support the marketing team across a range of day-to-day initiatives: - Content creation - Social media coordination - Research - Campaign tracking - Administrative support You will work closely with senior team members to help bring campaigns to life, contribute to brand storytelling, and ensure marketing projects move forward on time and with attention to detail. This is a hands-on role designed for someone who is curious, organized, and eager to learn how marketing operates inside a fast-growing professional services organization. You will gain exposure to real work, including: - Content strategy - Digital analytics - Event coordination - Cross-functional collaboration You will leave with a clear understanding of what it takes to build and sustain a brand at scale. Qualifications - Excellent communications skills – both written and verbal - Detail-oriented (e.g., cares that their and there are different things) - Fast learner, able to both independently problem-solve and work collaboratively - Obsessive about doing high-quality work - Preference for working in a fast-paced environment Requirements - Proficiency in Microsoft Office products and the Adobe Creative Suite Benefits - Compensation is $20.00 to $23.00/hour Company Description Opensity is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and do not discriminate on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran or military status, or any other characteristic protected by applicable federal, state, or local law. Employment decisions at Opensity are based on qualifications, merit, and business needs. This policy applies to all aspects of employment, including recruitment, hiring, promotion, compensation, training, discipline, and termination. Opensity is committed to providing reasonable accommodations for qualified individuals with disabilities, for pregnancy-related conditions, and for sincerely held religious beliefs, in accordance with applicable law. We do not tolerate retaliation against individuals who raise concerns or participate in an investigation related to equal employment opportunity.

Role Description The Marketing Communications Specialist is a strategic driver of ATI's marketing initiatives, responsible for planning, executing, and managing content creation and campaigns that elevate the ATI brand and drive business growth. This role requires a proactive individual who will lead the development and execution of integrated marketing strategies to increase brand awareness, engage member/client audiences across various channels, including digital, print, and social media. The Marketing Coordinator will oversee and manage key communication marketing projects from start to finish, collaborating with internal teams, external partners, and vendors to ensure alignment with organizational objectives and consistent messaging across all communications. Key Responsibilities: - Client Marketing Campaign Management: Lead the planning and execution of communications schedule capturing marketing campaigns across multiple channels, including social media, website, email marketing, and industry publications, with a focus on increasing brand visibility, engagement, and member/client relations. Ensure that all communications align with ATI’s business goals, messaging, and target audience. - Content Creation & Execution: Develop, write, and manage high-quality content, including social media posts, email newsletters, blog articles, website copy, and editorial submissions. Drive content strategy completion to engage customers and enhance ATI’s thought leadership within our core members. - Social Media Strategy: Oversee the creation and execution of ATI’s social media strategy, including developing a monthly content calendar, posting, monitoring engagement, and analyzing performance metrics to optimize reach and follower growth. - Email Marketing & Lead Generation: Drive the creation and execution of targeted email campaigns using platforms like HubSpot, Constant Contact, or MailChimp to promote products, services, news, and events. Manage the segmentation of email lists and use data analytics to improve open rates and engagement. - Cross-functional Collaboration: Take the lead in coordinating efforts between internal departments, including graphic design, web development, and sales teams, to ensure the effective execution of marketing projects. Ensure smooth collaboration with external vendors and partners to enhance marketing activities and meet deadlines. - Brand Consistency & Reputation Management: Support the oversight of ATI’s brand usage across all internal and external communications, ensuring consistency in messaging, design, and tone. Actively support ATI's online reputation by addressing customer feedback, monitoring brand sentiment, and recommending improvements. - Performance Tracking & Optimization: Regularly analyze marketing campaign results, website traffic, and social media metrics to assess the effectiveness of marketing strategies. Provide actionable insights and recommendations to improve campaigns and drive higher engagement and conversion rates. - Sales & Marketing Collateral: Develop and produce sales collateral, presentations, press releases, case studies, and other materials to support business development and sales initiatives. Ensure all materials are aligned with ATI’s messaging and branding guidelines. Qualifications - Bachelor’s Degree in Marketing, Communications, or a related field - A minimum of 3 years of experience in marketing with a proven track record of driving successful campaigns and delivering measurable results - Strong copywriting and editing skills with an eye for detail and brand voice consistency - Proficient in digital marketing tools and platforms (email marketing, social media, CRM, analytics, etc.) - Experience with marketing automation software such as Pardot, MailChimp, or Constant Contact - Strong project management skills with the ability to juggle multiple priorities and meet deadlines - Excellent communication, collaboration, and interpersonal skills - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) Preferred Qualifications - Experience using Salesforce or a similar CRM system - Familiarity with graphic design software (Adobe Creative Suite) or working knowledge of content management systems (CMS) - Experience with SEO, SEM, and paid advertising campaigns Supervisory Responsibilities This position does not have direct supervisory responsibilities. Compensation Range $7.25 - $106,100.00 Base pay offered may vary depending on actual location, job-related knowledge, skills, and experience. Supplemental pay types may include commissions or bonus incentives, depending on the role. Benefits - Driven Brands offers a variety of health and wellness benefits including paid time off and holiday pay. - Get early access to 50% of your earned wages at any time through our myFlexPay program.