Senior Marketing Lead: FA Recruiting & Advisor Experience

Insigneo; Miami (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Insigneo is seeking an experienced Senior Marketing Specialist to join the Miami-based Marketing team. The role reports to the Head of Marketing and collaborates with Recruiting and Advisor Experience to translate business priorities into coordinated Marketing initiatives.

The candidate will manage Marketing across three strategic areas—Marketing & Strategic Initiatives, FA Recruiting, and Advisor Experience Marketing—engaging with senior stakeholders and leveraging brand resources for execution.

Qualifications

• Bachelor's degree in Marketing, Communications, Business, or related field.
• 5+ years of progressive Marketing experience, independently managing initiatives with senior stakeholders.
• Bilingual English/Spanish.
• CRM / marketing automation experience; Salesforce or Salesforce Marketing Cloud preferred.

Responsibilities

• Partner with the Head of Marketing on departmental and firm-wide initiatives, from strategy through execution.
• Translate priorities into structured initiatives with third-party vendors, agencies and external sources.
• Develop executive-ready presentations, dashboards, and summaries with clear phases and impact.
• Manage local events, activations, and on-site marketing operations in Miami.
• Lead FA recruiting events and advisor lead-generation campaigns across markets.
• Coordinate with Brand & Design, Communications, Digital, Web, and Events teams.

Skills

Strategic Marketing

Campaign Management

Executive Presentations

CRM & Marketing Automation

Salesforce Marketing Cloud

PowerPoint

Excel

Content Marketing

Brand & Creative

Digital Marketing Tools

Education

Bachelor's degree in Marketing

Tools

Salesforce

Salesforce Marketing Cloud

Adobe Creative Suite

Canva

Marketing Automation Tools

Digital Analytics Tools

Job description

Insigneo is seeking an experienced Senior Marketing Specialist to join the Miami-based Marketing team. The role reports to the Head of Marketing and collaborates with Recruiting and Advisor Experience to translate business priorities into coordinated Marketing initiatives.

The candidate will manage Marketing across three strategic areas—Marketing & Strategic Initiatives, FA Recruiting, and Advisor Experience Marketing—engaging with senior stakeholders and leveraging brand resources for execution.