• Manage and execute email marketing campaigns and content • Create, schedule, and manage social media content • Marketing lead research and lead qualifying • Maintain and improve marketing database quality and hygiene • Manage website updates and publish blog content • Manage inbound lead requests to appropriate parties and data entry into CRM • Collaborate on additional marketing and business development projects as needed

• Develop and execute portfolio and marketing strategies to achieve revenue, profitability, and market share objectives • Gather, analyse, and communicate Voice of Customer (VOC), market insights, customer needs, and competitive intelligence to identify growth opportunities • Create and deliver effective product and disease-state training programs for sales teams and channel partners

• Lead the growth and user acquisition strategy for the Answer Engine Optimization channel • Optimize Stripe.com so artificial intelligence agents can efficiently access and take action on behalf of users • Spearhead the development and integration of artificial intelligence capabilities to improve the efficiency of search and answer engine channels • Deliver regular reports and updates on channel performance to track progress and identify new opportunities • Partner with content, engineering, and data analytics teams to build a comprehensive testing roadmap

Role Description The Marketing Solutions department is seeking a marketing associate with digital marketing experience. In this position, you will be assisting marketing consultants who are the marketing strategists for several advisors. You will combine your knowledge of website management, social media, and email marketing with your business acumen to drive the marketing strategy and execution for several advisors’ practices. You will execute the marketing consultant’s digital marketing strategy for advisors using email, social media, SEO, lead generation, websites, and more. We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. - Report to the marketing manager. - Work closely with multiple marketing consultants. - Execute a digital marketing strategy for several advisors. - Schedule content to be distributed by social media, email, and blog. - Make updates to an advisor’s website, including owning SEO/AEO implementation. - Collaborate with compliance to ensure content, brand, and messaging are approved. - Implement email campaigns to drive lead acquisition & client retention. - Collaborate with the advisor’s office staff to ensure cohesive messaging and communications. - Exhibit strategic agility when adopting and implementing current tools and technology. - Provide feedback and enhancements from the advisors. - Actively participate in culture and drive our mission and values. Qualifications - 1-3 years’ experience. - Solid knowledge of inbound marketing tools and web management. - Working knowledge of web design principles, best practices, and content management platforms. - Good understanding of digital marketing tools such as Google Analytics, AdvisorStream, & email marketing platforms. Requirements - Excellent written and verbal communication skills. - Attention to detail and time management. - Strategic agility. Preferences - Bachelor’s degree in marketing, communication, or a related field. - CRM experience preferred but not required. - Financial services experience preferred but not required. 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) Job Type & Location This is a Contract position based out of Fort Mill, SC. Pay and Benefits The pay range for this position is $25.00 - $30.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Workplace Type This is a fully remote position. Application Deadline This position is anticipated to close on Jul 28, 2026.