Marketing Specialist

📌 Core Information

🔹 Job Title: Marketing Specialist

🔹 Company: Aldrich Wealth LP

🔹 Location: Lake Oswego, Oregon

🔹 Job Type: Hybrid (3 days in office per week)

🔹 Category: Marketing

🔹 Date Posted: April 4, 2025

🔹 Experience Level: 2-4 years

🔹 Remote Status: On-site (Hybrid)

🚀 Job Overview

Key aspects of this role include:

• Developing client and prospect presentations, marketing collateral, and other marketing materials
• Assisting in planning, executing, and tracking marketing programs such as events, email marketing, social media, and content marketing
• Collaborating with the marketing manager to contribute to the firm’s digital content calendar
• Serving as project coordinator for marketing, events, and client deliverables
• Approaching others tactfully, reacting well under pressure, and adapting to changes in the work environment

ASSUMPTION: This role requires a balance of creativity, organization, and adaptability to thrive in a fast-paced environment and meet tight deadlines.

📋 Key Responsibilities

✅ Assist in the development of prospect- and client-facing communications through writing, designing, and formatting materials aligning with Aldrich Wealth’s brand voice

✅ Assist in the development and formatting of marketing assets (flat sheets, videos, event invitations, PPTs, decks, etc.)

✅ Contribute to the firm’s digital content calendar with direction from the Marketing Manager

✅ Assist in developing the firm’s social media strategy leveraging analytics and engagement in content curation recommendations

✅ Participate in the execution of digital marketing initiatives including social media, email newsletters, webinars, and website content

✅ Serve as project coordinator for marketing, events, and client deliverables

✅ Continually improve PPT templates, the pitch deck creation process, and ensure assets are strategic, customized, and up to date

✅ Approach others in a tactful manner, react well under pressure, and adapt to changes in the work environment

ASSUMPTION: The responsibilities listed are subject to change based on business needs and may evolve over time.

🎯 Required Qualifications

Education: Bachelor’s degree in marketing, advertising, journalism, or public relations

Experience: 2-4 years of marketing experience or similar role

Required Skills:

• Strong Microsoft Office skills (Word, Excel, and PowerPoint)
• Knowledge of CRM & Adobe Creative Cloud

Preferred Skills:

• Experience with WordPress & Hubspot

ASSUMPTION: While not explicitly stated, proficiency in English is required for this role, as it involves creating marketing materials and communicating with clients and prospects.

💰 Compensation & Benefits

Salary Range: $60,000 - $70,000 annual salary (based on experience and qualifications)

Benefits:

• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
• Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
• Time Off: 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave

Working Hours: Monday – Friday, 8 AM – 5 PM (with flexibility for hybrid work arrangement)

ASSUMPTION: The salary range provided is an estimate and may vary based on the candidate’s experience, skills, and other factors. Aldrich makes internal equity a consideration in all pay decisions.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services

Company Size: 201-500 employees

Founded: 1973

Company Description:

• Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry
• The firm provides a broad array of financial services to high net worth individuals and corporate retirement plans, managing approximately $6 billion in assets
• Aldrich Wealth has been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both their Oregon and California regions

Company Specialties:

• strategic consulting
• tax planning
• audit services
• accounting & bookkeeping
• business valuation
• international tax
• financial due diligence
• succession plans
• and business transition planning

Company Website: https://wealthadvisors.com/

ASSUMPTION: Aldrich Wealth is part of the Aldrich group of companies, which also includes Aldrich CPAs + Advisors LLP and Aldrich Capital Advisors LP.

📊 Role Analysis

Career Level: Mid-level

Reporting Structure: This role reports directly to the Marketing Manager

Work Arrangement: Hybrid (3 days in office per week)

Growth Opportunities:

• Potential career progression into a senior marketing role or management position
• Opportunities to learn and develop new skills through on-the-job training and collaboration with experienced team members
• Chance to work on a variety of marketing projects and campaigns, gaining diverse experience

ASSUMPTION: Growth opportunities may vary depending on business needs, performance, and individual career goals.

🌍 Location & Work Environment

Office Type: Hybrid (3 days in office per week)

Office Location(s): 5665 SW Meadows Rd, Suite 200, Lake Oswego, OR 97035

Geographic Context:

• Lake Oswego is a suburb of Portland, Oregon, with a population of approximately 39,000
• The area offers a mix of urban and suburban living, with easy access to outdoor recreation, shopping, and dining options
• Lake Oswego is known for its high-quality schools and family-friendly neighborhoods

Work Schedule: Monday – Friday, 8 AM – 5 PM (with flexibility for hybrid work arrangement)

ASSUMPTION: The work schedule may be subject to change based on business needs and may require occasional overtime or weekend work.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screen with the Hiring Manager
• In-person or virtual interview with the Marketing Manager and a team member
• Final interview with the Director of Marketing

Key Assessment Areas:

• Creativity and problem-solving skills
• Communication and presentation skills
• Technical skills in Microsoft Office and Adobe Creative Cloud
• Adaptability and ability to work well under pressure

Application Tips:

• Tailor your resume and cover letter to highlight relevant marketing experience and skills
• Be prepared to discuss your portfolio or examples of your work, if applicable
• Research Aldrich Wealth and be ready to discuss how your career goals align with the company’s mission and values

ATS Keywords: Marketing, Advertising, Journalism, Public Relations, Microsoft Office, CRM, Adobe Creative Cloud, WordPress, Hubspot

ASSUMPTION: The interview process may vary depending on business needs and may include additional assessments or interviews.

🛠️ Tools & Technologies

• Microsoft Office (Word, Excel, PowerPoint)
• Adobe Creative Cloud (Photoshop, Illustrator, InDesign)
• CRM (Customer Relationship Management) software (e.g., Salesforce, HubSpot)
• WordPress

ASSUMPTION: The tools and technologies listed may be subject to change based on business needs and may require additional training or certifications.

👔 Cultural Fit Considerations

Company Values:

• Integrity
• Expertise
• Collaboration
• Innovation
• Client Focus

Work Style:

• Fast-paced and dynamic environment
• Collaborative and team-oriented culture
• Focus on continuous learning and improvement

Self-Assessment Questions:

• How do you approach tight deadlines and high-pressure situations?
• Can you provide an example of a time when you had to adapt to a significant change in your work environment?
• How do you ensure that your work aligns with the company’s brand voice and values?

ASSUMPTION: Aldrich Wealth values diversity, equity, and inclusion, and encourages applicants from all backgrounds to apply.

⚠️ Potential Challenges

• Meeting tight deadlines and managing multiple projects simultaneously
• Adapting to changes in the work environment and priorities
• Working collaboratively with various teams and stakeholders
• Navigating a hybrid work arrangement and balancing remote and on-site work

ASSUMPTION: The potential challenges listed are not exhaustive and may vary depending on the individual’s role and responsibilities.

📈 Similar Roles Comparison

• This role is similar to a Marketing Coordinator or Marketing Associate, but with more responsibility for project coordination and management
• Unlike other marketing roles, this position requires a strong focus on client and prospect-facing communications and materials
• Career progression in this role may lead to senior marketing positions or management roles within the company

ASSUMPTION: The comparison points listed are not exhaustive and may vary depending on the specific role and industry.

📝 Sample Projects

• Developing a comprehensive marketing campaign for a new product or service launch
• Creating and executing a social media strategy to increase brand awareness and engagement
• Designing and implementing a client event or webinar series

ASSUMPTION: The sample projects listed are not exhaustive and may vary depending on business needs and priorities.

❓ Key Questions to Ask During Interview

• Can you describe a typical day or week in this role?
• How does this role contribute to the overall success of the marketing department and the company?
• What opportunities are there for professional growth and development in this role?
• How does Aldrich Wealth support work-life balance for its employees?
• What is the company’s approach to diversity, equity, and inclusion?

ASSUMPTION: The key questions listed are not exhaustive and may vary depending on the individual’s interests and priorities.

📌 Next Steps for Applicants

To apply for this position:

• Submit your resume and cover letter through this link
• Tailor your resume and cover letter to highlight relevant marketing experience and skills
• Prepare examples of your work or a portfolio to showcase your creativity and problem-solving skills
• Follow up with the Hiring Manager one week after submitting your application to confirm receipt and inquire about the status of your application

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.