Marketing Specialist

Carson Group; Pittsburgh (Allegheny County); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Medical Insurance

Dental Insurance

Vision Insurance

PTO

Job summary

Carson Group in Pittsburgh is seeking a hands-on Marketing Coordinator to execute campaigns and coordinate on-site seminars and client events. This full-time, in-person role supports advisors, tracks results, and helps translate data into actionable marketing improvements.

You’ll work with a dedicated Marketing Manager and centralized resources, handling timelines, assets, and deliverables across email, social, digital marketing, and events, while building strong internal relationships.

Qualifications

• Bachelor's degree in Marketing, Communications, Business, or a related field.
• Minimum of one year of marketing experience preferred; internships or relevant project experience may be considered.
• Experience supporting marketing campaigns, events, social media, email marketing, or related activities preferred.
• Strong organizational and project management skills with the ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Ability to learn and utilize marketing technology platforms, automation tools, and reporting systems.
• Ability to work collaboratively across teams and build positive relationships with internal and external stakeholders.
• Demonstrated problem-solving skills and willingness to take ownership of assigned work.
• Interest in developing marketing strategy knowledge and growing within a marketing consulting environment preferred.

Responsibilities

• Execute marketing initiatives across multiple channels, including email, social media, digital marketing, content distribution, and automation platforms.
• Build, schedule, and distribute marketing communications using approved systems and templates.
• Coordinate timelines, gather assets, and ensure deliverables are completed accurately and on schedule.
• Monitor campaign performance and provide insights to support optimization efforts.
• Plan and support advisor marketing events, client appreciation events, workshops, webinars, and community outreach.
• Coordinate with internal teams to move projects efficiently through the marketing workflow and maintain documentation.

Skills

Marketing coordination

Event planning

Project management

Communication

Attention to detail

Data analysis

Education

Bachelor's degree in Marketing

Tools

Marketing automation platforms

CRM systems

Job description

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice. This full time, in-person opportunity combines hands‑on marketing execution with on‑site coordination of the office’s active seminar and client event schedule, including occasional evening support. A key focus is tracking campaign and seminar results, organizing lead and follow‑up data, and helping identify opportunities to improve marketing effectiveness. The ideal candidate is organized, comfortable working with data, and enjoys both event coordination and collaboration with advisors. They’ll receive guidance from a dedicated Marketing Manager and support from Carson’s centralized marketing resources, with flexibility for someone who brings relevant marketing experience and a strong willingness to learn the wealth management industry.

Who We Want

Support advisory firm growth by executing marketing initiatives aligned with strategic objectives and business goals. Serve as a key partner in implementing marketing plans through the coordination and deployment of campaigns, events, content, digital marketing activities, and other marketing programs. Leverage Carson marketing tools, resources, and best practices to deliver high‑quality execution, maintain project momentum, and contribute insights that improve marketing effectiveness. Operate with a strong service mindset while balancing multiple priorities and ensuring a consistent partner experience.

Marketing Execution & Campaign Deployment

Execute marketing initiatives aligned with advisor growth goals and strategic marketing plans. Deploy and manage marketing campaigns across multiple channels, including email, social media, digital marketing, content distribution, and automation platforms. Build, schedule, and distribute marketing communications using approved systems, templates, and tools. Support campaign implementation by coordinating timelines, gathering assets, and ensuring deliverables are completed accurately and on schedule. Monitor campaign performance and provide insights to support optimization efforts.

• Event Planning & Support: Coordinate and execute advisor marketing events, including seminars, client appreciation events, workshops, webinars, and community outreach activities. Assist with event logistics, vendor coordination, registration management, communications, promotional materials, and follow‑up activities. Partner with advisors and internal teams to ensure events are delivered successfully and align with strategic objectives. Track event outcomes and support post‑event reporting and analysis.
• Project Management: Manage multiple marketing projects simultaneously while maintaining attention to detail and meeting deadlines. Coordinate with internal creative, content, digital, compliance, and production teams to move projects efficiently through the marketing workflow. Ensure marketing requests, approvals, and deliverables are completed in accordance with established processes and service standards. Maintain project documentation, timelines, and status updates for advisors and internal stakeholders.
• Advisor Support & Strategic Contribution: Partner closely with internal team to execute marketing plans and growth initiatives for assigned advisory firms. Develop an understanding of advisor business goals, target audiences, and growth priorities to support effective implementation. Leverage Carson marketing tools, resources, and best practices to recommend appropriate tactics and solutions. Contribute ideas and observations that help improve marketing outcomes, partner experience, and operational efficiency. Escalate strategic opportunities, challenges, and advisor needs to internal team as appropriate.
• Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

What You Need

• Bachelor's degree in Marketing, Communications, Business, or a related field
• Minimum of one year of marketing experience preferred; internships or relevant project experience may be considered.
• Experience supporting marketing campaigns, events, social media, email marketing, or related marketing activities preferred.
• Strong organizational and project management skills with the ability to manage multiple priorities simultaneously required.
• Excellent written and verbal communication skills required.
• Strong attention to detail and commitment to delivering high‑quality work required.
• Ability to learn and utilize marketing technology platforms, automation tools, and reporting systems required.
• Ability to work collaboratively across teams and build positive relationships with internal and external stakeholders required.
• Demonstrated problem‑solving skills and willingness to take ownership of assigned work required.
• Interest in developing marketing strategy knowledge and growing within a marketing consulting environment preferred.

EEO Statement

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast‑paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco‑free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

The Total Rewards Expected For This Role Include

• Starting annual base salary between $40,000 - $65,000.
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long‑Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.