Marketing Specialist

Marketing Specialist Latham, NY 12110 Hybrid work $55,306.40 - $66,605.55 a year - Full-time $55,306.40 - $66,605.55 a year - Full-time About Thoroughbred Advisors Thoroughbred Advisors is an independent financial advisory firm headquartered in Latham, NY, with offices across the Northeast and Midwest. We help clients build lasting financial confidence through a proprietary, comprehensive approach to financial planning. Our services span life insurance strategy, retirement planning, Social Security optimization, investment management, and college funding. We serve individual clients, families, and business owners, and we support a growing network of independent financial advisors who operate under our brand. We are a firm built on education-first marketing, community relationships, and advisor development. Our team is small, fast-moving, and serious about doing meaningful work. About the Marketing Department The TBA marketing department sits at the intersection of brand strategy, advisor support, digital execution, and compliance-conscious content creation. We manage marketing at two levels simultaneously: the firm brand and the individual advisor sub-brand. On any given week, the team might be producing a seminar campaign, building an advisor's personal brand collateral package, managing social media, coordinating a community event, developing a direct mail program, updating the website, or launching a video content initiative. Volume is high, variety is high, and the work is meaningful. Our CMO sets strategy, directs creative vision, and owns the overall marketing roadmap. This role is designed to expand our team's digital capabilities, bring technical depth and fresh perspective, and grow into a true marketing partner for the department. The Role We are looking for a Marketing Specialist who brings both strategic thinking and hands-on execution skills. You will take on a wide portfolio of digital marketing work, support advisor marketing needs, contribute to campaigns and content, and help the team work smarter through modern tools and technology. This role is well-suited for someone who has thrived in a fast-paced, request-based environment, such as a marketing agency, where managing concurrent projects across different categories is the norm. You are comfortable picking up new tools quickly, bringing energy to varied assignments, and contributing ideas as well as executing them. TBA is in an active growth phase, and several of the areas you will work in are in early stages of development. There is genuine opportunity to help shape how these programs are built and expanded. The direction is clear; the runway is wide. You will work closely with the CMO and report directly to her. You will collaborate with the broader marketing team, interface with advisors, and engage with firm leadership and vendor partners. What You Will Own Digital Marketing and Content Social media strategy, content creation, scheduling, and performance tracking across platforms Email marketing campaigns, advisor newsletters, and drip sequences Website updates, landing pages, and SEO improvements Video content production support, editing, and publishing Graphic design for digital and print (social graphics, ads, flyers, event materials) Monthly content calendar management and execution Advisor Marketing Support Personal brand development and collateral production for individual advisors Agent bios, LinkedIn profiles, one-pagers, and event materials Sub-brand content calendars and social media support for advisors Managing incoming advisor marketing requests in a structured, prioritized way Coordinate inbound lead response for website and Google-sourced prospects, including initialoutreach, routing to the appropriate advisor, and logging activity in the CRM Agent Enablement Resources Convert firm concepts, strategies, and educational content into polished agent-facing and client- facing materials, such as client guides, advisor learning resources, and product explanation pieces Support the development of a growing library of enablement collateral that advisors can use in client conversations and prospecting Work with the CMO to identify gaps in current advisor resources and build content that fills them Apply consistent brand standards and compliance awareness to all enablement materials Campaign and Event Support Provide digital coordination and logistical support for seminars, workshops, and community events Assist the Campaigns and Events Manager with event materials, registration setup, and follow- up sequences Attend select firm-hosted seminars and events to support on-site execution and represent the marketing team Manage post-event digital tasks including reporting, content capture, and follow-up distribution Strategy and Systems Proactively identify opportunities to streamline or automate marketing workflows Assist in competitive research, content intelligence, and market positioning Support the CMO in planning quarterly and annual marketing initiatives Maintain organized project management systems and campaign documentation Compliance Support with the pre-screening and submission process for marketing compliance review (AdTrax) Apply working knowledge of financial services marketing regulations to all content creation Flag compliance considerations proactively before work reaches the review stage What We Are Looking For 2 to 5 years of experience in a marketing role Demonstrated ability to manage high volume, high variety work across concurrent projects Proficiency in design tools (Canva, Adobe suite, or equivalent) Working knowledge of email marketing platforms, CRM systems, and social media schedulingtools Comfort working with websites, basic HTML/CSS, or the ability to use AI tools to executetechnical tasks with minimal support Video editing skills, even at an intermediate level Strong writing ability, with an instinct for clean, non-promotional copy that actually soundshuman Ability to transform complex information into clear, accessible materials for different audiences Self-directed, fast, and adaptable; you are comfortable contributing to initiatives that are stilltaking shape A learner by nature; you actively seek new tools, sharpen your skills, and bring ideas back tothe team Experience in financial services, insurance, or a regulated industry Familiarity with compliance review processes for marketing content Experience supporting personal brand development for individual producers or advisors Experience creating agent or sales enablement materials, training guides, or client educationcontent AI tool fluency (Claude, ChatGPT, Midjourney, or similar) integrated into actual workflow, notjust experimented with Project management experience with tools like Asana, Monday.com, or equivalent Experience with direct mail campaigns, seminar marketing, or event-based lead generation Comfort with lead coordination or CRM management in a sales-adjacent environment What Makes You The Right Fit You are someone who can engage with a strategic vision, multiskilled, and translate these things into polished, finished work. You bring curiosity to new challenges, take initiative when direction is broad, and are energized by the opportunity to build something. You feel at home in environments where some programs are well-established and others are just getting started, and you can tell the difference between the two and adjust accordingly. What We Offer A high-visibility role with real ownership and room to shape how programs are built Direct access to firm leadership and the ability to influence brand direction A team that values quality, operates with integrity, and takes its work seriously Opportunity to grow into a senior marketing role as the firm expands Competitive compensation commensurate with experience Potential for hybrid work structure based in the

Capital Region Pay:

$55,306.40 - $66,605.55 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Paid time off Retirement plan Application Question(s): How many years of experience do you have in marketing? Have you ever worked at a marketing agency? Please briefly describe a marketing project you built from concept to completion. Are you comfortable working in a role that includes both ongoing strategic projects and a high volume of individual, request-based tasks running at the same time? Are you able to attend occasional in-person seminars or events during evenings or on weekends?

Work Location:

In person