Marketing Specialist (Email/SMS)

ABOUT THE COMPANY

Our client has become one of the most talked-about growth partners in the wealth management world—garnering acclaim from top independent RIA firms, IARs, and even heavyweight private equity players.

In just a short span, our client has amassed a network of over 200 advisory practices, empowering them to collectively add an estimated $3.8 in firm growth. But their impact extends far beyond the numbers: its collaboration with marketing teams behind some of the nation’s most iconic financial brands has redefined what it means to captivate high-net-worth clients

. THE RO

LEOwn email and SMS marketing across two area

• s:Sales side: cold outbound and nurture sequences to source new advisor clients for
• AJClient side: run email marketing campaigns for our advisor clients to help them generate more prospec

ts RESPONSIBILIT

• IESBuild and run cold outbound email and SMS campaigns to generate financial advisors prospects for
• AJBuild and run nurture sequences for AJ's sales teams prospect pipeli
• nesBuild and run email and SMS campaigns for AJ to to drive prospects to our advisor clients calend
• arsManage deliverability: domain setup, warmup, SPF, DKIM, DMARC, IP reputation, inbox placem
• entWrite copy for emails, SMS, subject lines, and C
• TAsBuild segmentation across cold lists, AJ's CRM, and client-side audien
• cesA/B test subject lines, copy, send times, offers, and channel
• mixReport weekly on opens, replies, click through, booked calls, and revenue contribut

ion REQUIREM

• ENTS3 plus years B2B email marketing experience prefe
• rredBackground at a high level coaching, info marketing, or B2B SaaS com
• panyProven track record running successful cold outbound marketing at volume with strong deliverabi
• lityProven track record running successful email campaigns that drive measurable prospects and revenue res
• ultsSMS marketing experience strongly prefe
• rredHands on with cold email tools (Instantly, Smartlead, Apollo, Leml
• ist)Hands on with tracking tools and CRM t
• oolsStrong B2B copywriting with examples and met
• ricsSelf starter, ambitious and diligent in their

work COMPENS

• ATIONBase: $85K to $95K base + variable compensation & bo
• nusesTotal OTE: $120K+
• /yearFull time, remote, US based or compatible time
• zoneReports to COO an

d CEO