Baystate Financial is seeking an experienced Advisor Marketing Consultant to join our Marketing department. This position will serve as a strategic marketing partner to Baystate Financial advisors and advisor teams, helping them develop and execute marketing initiatives that strengthen their brands, expand their digital presence, deepen client engagement, and support sustainable practice growth. This is an ideal opportunity for a versatile marketing professional who can move comfortably between strategy and execution. The successful candidate will understand how to uncover an advisor's business goals, translate those goals into an actionable marketing plan, and coordinate the content, campaigns, technology, and resources needed to bring that plan to life. The Advisor Marketing Consultant will report to the Marketing & Strategy Manager and collaborate with fellow marketing team members, advisors, practice managers, internal departments, compliance partners, vendors, and other stakeholders. The role requires experience with digital marketing, social media, email marketing, content development, websites, event planning and project management, along with the ability to manage multiple advisor initiatives simultaneously. Key Responsibilities Serve as a marketing consultant to advisors and practice managers, providing recommendations aligned with business goals. Develop and execute integrated marketing plans across email, social media, websites, events, and digital channels for advisors to implement. Develop content for websites, social media, presentations, videos, and marketing materials. Leverage AI tools to improve content creation, campaign development, research, and workflow efficiency. Support advisor branding, digital presence, and audience growth initiatives. Manage multiple projects simultaneously while coordinating with advisors, vendors, compliance partners, and internal stakeholders. Stay current on digital marketing, social media, AI, and financial services marketing trends. Qualifications Required Bachelor's degree in Marketing, Communications, Business or related field, or equivalent experience. 3-5+ years of professional marketing experience. Experience curating websites. Strong knowledge of social media marketing and digital content strategy. Experience using AI tools in a professional marketing environment. Excellent written, verbal, and presentation skills. Strong project management and organizational skills. Ability to consult with business professionals and translate goals into actionable marketing strategies. Collaborates with others and works well in a team environment. Preferred Financial services, insurance, wealth management, or other regulated-industry experience. Experience supporting advisors, sales professionals, or business owners. Knowledge of website strategy, SEO, marketing automation, and analytics tools. Experience with content marketing, webinars, events, and lead-generation campaigns and email marketing systems. What Makes Someone Successful in This Role Strategic thinker with a consultative mindset. Strong communicator who can simplify complex marketing concepts. Comfortable balancing strategy and execution. Curious about emerging technologies and AI. Organized, collaborative, and able to manage multiple priorities. Committed to delivering an exceptional experience to our advisors. Why Join Baystate Financial?
- We believe in getting 1% better every day, taking ownership, finding the positive, and delivering an exceptional experience to our advisors, colleagues, and clients. We work together with humility, trust, and respect, focusing on solutions, supporting one another, and doing what's best for Baystate.
- In this role, you will have the opportunity to make a visible impact on the growth and effectiveness of advisor practices while helping shape the Marketing department's use of digital strategy, social media, email marketing, AI, and performance measurement.
- Rather than focusing on a single marketing channel, you will work across the advisor marketing journey, from discovery and planning through content creation, campaign execution, digital optimization, and results analysis.
You will also help create more scalable, consistent, and measurable ways for the Marketing department to support advisors and the broader Baystate Financial brand. Application Instructions
- Please submit your résumé and complete the
Culture Index Survey:
https://go.cultureindex.com/p/XAVminVQOZkCg2n4 Baystate Financial is an equal opportunity employer and is committed to fostering an inclusive, professional, and collaborative workplace. Equal Opportunity and Affirmative Action Employer We will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process. If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.
Job Type:
Full-time Pay:
$60,000.00 - $80,000.00 per year
Benefits:
401(k) Dental insurance Health insurance Life insurance Paid time off Vision insurance
Work Location:
In person