- Job Title: Digital Marketing Specialist | Corporate Clients
- Company: Wealth Enhancement Group
- Location: San Diego, CA
- Job Type: Full-Time
- Remote Status: On-site
🚀 Job Overview
Key aspects of this role include:
- Developing and managing digital marketing content for corporate clients
- Collaborating with team leadership and partners to conceptualize on-brand content
- Managing campaign tracking and reporting
- Providing general marketing support for internal stakeholders
*ASSUMPTION:* This role requires a strong understanding of digital marketing trends and best practices, as well as the ability to work effectively with cross-functional teams.
📋 Key Responsibilities
- Content Development and Optimization
- Support development, execution, and optimization of seminar/webinar presentations, email campaigns, video, brand advertising, editorial placements, white papers, case studies, and guidebooks with audience-specific messaging
- Recommend and conduct testing and other channel optimizations
- Oversee project plans and provide regular status updates to leadership
- Ensure compliance with both industry regulations and company policies and procedures
- Collaborate within Marketing to ensure cohesive cross-channel campaign management
- Campaign Tracking and Reporting
- Monitor campaign set up within Salesforce and partner to monitor response management
- Partner to set up campaign tracking codes, pull marketing lists, and monitor reporting for accuracy
- Assist analytics partners to review special data and conduct analysis related to campaign optimization
- Regularly share campaign results and conduct channel reviews to enable informed, strategic decisions
- General Marketing Support
- Support the timely distribution of marketing collateral to prospects
- Regularly track and share insights into market best practices
- Stay up-to-date with latest technologies, developments, and best practices
- Assist in the scheduling and preparation for events
*ASSUMPTION:* This role requires strong project management skills, attention to detail, and the ability to work effectively in a fast-paced environment.
🎯 Required Qualifications
- Education: Bachelor's Degree (or equivalent experience) in marketing or related major
- Experience: 5+ years of digital marketing experience
- Required Skills:
- Proven experience with Paid Advertising, Marketing & SEO, and managing campaigns across multiple search engine and key social platforms
- Ability to create and execute on Email Campaigns and Workflows
- High level of comfort with analyzing campaign data
- Strong written and oral communication skills required
- Experience working with Google Analytics, Hubspot, Salesforce, and Salesforce Marketing Cloud required
- Experience with utilization of AI in ad creation a plus
- Management experience overseeing a marketing team and cross-functional projects is preferred
- Proficient with Microsoft Office Suite or related software
*ASSUMPTION:* This role requires a well-rounded digital marketing professional with a strong foundation in various marketing channels and a proven track record of success in campaign management.
💰 Compensation & Benefits
- Salary Range: $68,000.00 - $75,000.00 (exclusive of bonuses and benefits)
- Benefits:
- Training and professional development opportunities
- Medical, dental, and vision coverage (Available to employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
*ASSUMPTION:* The salary range provided is in line with industry standards for a digital marketing specialist role, and the benefits package is comprehensive and competitive.
📌 Applicant Insights
🔍 Company Context
- Industry: Financial Services
- Company Size: 501-1,000 employees
- Founded: 1997
- Company Description: Wealth Enhancement is an independent wealth management firm that aims to provide personalized financial planning and investment management services to clients. They focus on delivering comprehensive guidance through their Roundtable™ team of specialists and advisors, and their 3-step UniFi™ process.
- Company Specialties: Financial Planning, Investment Management, Tax Strategies, Risk Management, Insurance, Estate Planning, Group Retirement Plan Consulting, and Retirement Income Planning
*ASSUMPTION:* Wealth Enhancement is a well-established company in the financial services industry, with a strong focus on providing comprehensive wealth management services to clients.
📊 Role Analysis
- Career Level: Mid-career
- Reporting Structure: This role reports directly to the Marketing Manager or similar position within the company's marketing department.
- Work Arrangement: On-site, full-time position based in San Diego, CA
- Growth Opportunities: This role offers opportunities for career growth within the marketing department, as well as potential advancement to management or leadership positions within the company.
*ASSUMPTION:* This role is well-suited for a mid-career digital marketing professional seeking to grow within a well-established company in the financial services industry.
🌍 Location & Work Environment
- Office Type: Corporate office environment
- Office Location(s): 505 N. Highway 169, Suite 900, Plymouth, Minnesota (Headquarters), with additional offices across the United States
- Geographic Context: San Diego, California, is a major city in Southern California, known for its mild Mediterranean climate, beautiful beaches, and diverse culture. The cost of living in San Diego is generally higher than the national average.
- Work Schedule: Standard full-time work schedule, with the possibility of occasional overtime or flexible hours to meet project deadlines
*ASSUMPTION:* This role is based in a vibrant, multicultural city with a strong job market and numerous opportunities for professional growth and development.
💼 Interview & Application Insights
- Typical Process: The application process typically involves an initial phone or video screening, followed by one or more in-depth interviews with members of the marketing team and potentially other stakeholders within the company. A final interview may be conducted with the hiring manager or a member of the company's executive team.
- Key Assessment Areas: Candidates should be prepared to discuss their digital marketing experience, campaign management skills, and ability to work effectively within a cross-functional team. They should also be ready to demonstrate their understanding of the financial services industry and the role of digital marketing within it.
- Application Tips:
- Tailor your resume and cover letter to highlight your relevant digital marketing experience and skills, as well as any industry-specific knowledge or certifications.
- Be prepared to discuss your experience with the specific marketing tools and platforms mentioned in the job description, as well as any relevant industry trends or best practices.
- Research the company and its competitors to demonstrate your understanding of the industry and the company's unique value proposition.
*ASSUMPTION:* The application process for this role is competitive, and candidates should be prepared to demonstrate their qualifications and fit for the position through a thorough interview process.
🛠️ Tools & Technologies
- Google Analytics
- Hubspot
- Salesforce
- Salesforce Marketing Cloud
- Microsoft Office Suite or related software
*ASSUMPTION:* This role requires proficiency in various digital marketing tools and platforms, as well as a strong understanding of industry best practices and trends.
👔 Cultural Fit Considerations
- Company Values: Wealth Enhancement's core values include integrity, teamwork, innovation, and excellence. They prioritize a collaborative work environment that fosters growth and development for their employees.
- Work Style: The company encourages a dynamic, fast-paced work environment that balances autonomy and accountability with a strong team-oriented culture. They value employees who are proactive, results-driven, and committed to continuous learning and improvement.
- Self-Assessment Questions:
- How do you align with Wealth Enhancement's core values, and how have you demonstrated these values in your previous roles?
- How comfortable are you working in a fast-paced, dynamic environment, and how do you balance autonomy and accountability with a strong team-oriented culture?
- How do you approach continuous learning and improvement in your role, and how have you applied this to your digital marketing skills and experience?
*ASSUMPTION:* Candidates should be prepared to demonstrate their fit with Wealth Enhancement's company culture and values, as well as their ability to thrive in a dynamic, fast-paced work environment.
⚠️ Potential Challenges
- Challenge 1: The fast-paced nature of the digital marketing industry may require candidates to quickly adapt to new tools, technologies, and best practices.
- Challenge 2: Working within a large, established company may present unique challenges in terms of navigating internal politics, bureaucracy, and decision-making processes.
- Challenge 3: The on-site work arrangement may require candidates to commute daily, which can be time-consuming and stressful, depending on the candidate's personal circumstances and the local traffic conditions.
- Challenge 4: The competitive nature of the financial services industry may require candidates to consistently demonstrate their value and contributions to the company to remain competitive and relevant in their role.
*ASSUMPTION:* Candidates should be prepared to address these challenges proactively and develop strategies to mitigate any potential negative impacts on their work-life balance and career growth.
📈 Similar Roles Comparison
- Comparison Point 1: This role differs from similar digital marketing roles in other industries in its focus on the unique needs and regulations of the financial services industry. Candidates should be prepared to demonstrate their understanding of these nuances and how they apply to their role.
- Comparison Point 2: The size and structure of Wealth Enhancement may present unique opportunities and challenges compared to smaller or larger organizations in the industry. Candidates should research the company's organizational structure and consider how their role fits within it.
- Comparison Point 3: The career path for a digital marketing specialist in the financial services industry may differ from that in other industries. Candidates should be prepared to discuss their long-term career goals and how this role fits into their overall career strategy.
*ASSUMPTION:* Candidates should be prepared to demonstrate their understanding of the unique aspects of this role and how they align with their career goals and aspirations.
📝 Sample Projects
- Project Example 1: Developing and executing a targeted email campaign to promote a new wealth management service to existing clients, with a focus on personalization and segmentation to maximize engagement and conversion rates.
- Project Example 2: Collaborating with the content team to create a series of blog posts and social media content that educates potential clients on the benefits of working with a financial advisor and the unique value proposition of Wealth Enhancement's services.
- Project Example 3: Conducting A/B testing on landing pages and other marketing materials to optimize conversion rates and improve overall campaign performance.
*ASSUMPTION:* Candidates should be prepared to discuss their experience with similar projects and how they have approached them in their previous roles.
❓ Key Questions to Ask During Interview
- Question 1: Can you describe the team structure within the marketing department and how this role fits within it?
- Question 2: How does Wealth Enhancement approach collaboration and communication between different departments and teams within the company?
- Question 3: What are the most significant challenges facing the digital marketing team in the next 12-24 months, and how can this role contribute to addressing them?
- Question 4: How does Wealth Enhancement support the professional development and growth of its digital marketing team members?
- Question 5: How does Wealth Enhancement measure the success of its digital marketing campaigns, and how can this role contribute to improving those metrics?
*ASSUMPTION:* Candidates should be prepared to ask thoughtful, insightful questions that demonstrate their understanding of the role and the company's unique challenges and opportunities.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through the provided link: [Application URL]
- Tailor your resume and cover letter to highlight your relevant digital marketing experience and skills, as well as any industry-specific knowledge or certifications.
- Prepare for your interview by researching the company, its competitors, and the financial services industry as a whole. Be ready to discuss your understanding of the role and how your skills and experience make you a strong fit for the position.
- Follow up with the hiring manager or a member of the HR team within one week of your interview to express your continued interest in the role and reiterate your qualifications.
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
