Job Description

Job Description

Job Description

Title: Marketing Consultant

Location: Milwaukee, WI

Type: Hybrid (3 days onsite per week)

Duration: ASAP - 08/19/2026

Perks: Benefits, free daily lunch when onsite

Job Description:

Join a high-performing Marketing Consulting and Support team that partners directly with top financial advisors and their firms. As a Marketing Consultant, you will serve as the primary point of contact for marketing-related initiatives, helping sophisticated advisory practices leverage marketing resources to grow their businesses and engage clients more effectively. This role collaborates closely with internal teams and external creative agencies to ensure projects are well-organized, executed on time, and aligned with strategic goals.

Key Responsibilities:

• Support financial advisors by coordinating and updating content on custom field websites

• Manage shared inboxes and respond to tactical marketing inquiries from advisors and firm staff

• Provide front-line support for 300+ custom websites, ensuring consistency and quality

• Maintain detailed tracking and reporting systems for open issues, feedback, and escalations

• Manage documentation for program policies, processes, and guidelines

• Contribute to cross-functional marketing projects and initiatives as assigned

Required Qualifications:

• Bachelor’s degree in Marketing, Business, Communications, or a related field

• 1–3 years of professional marketing experience

• Experience in regulated industries (e.g., financial services, healthcare) is preferred

Desired Skills & Attributes:

• Strong understanding of marketing principles and how they support business growth and client engagement

• Excellent written and verbal communication skills; confident working with professionals at all levels

• Exceptional attention to detail and a high level of accuracy

• Strong time management; able to prioritize and manage multiple deadlines

• Critical thinking and deductive reasoning skills

• Ability to synthesize information from multiple sources and take appropriate action

• Collaborative team player with a positive, proactive attitude

Bonus Skills:

• Proficiency with Microsoft Excel and Outlook

• Experience using tools like ZenDesk or similar support ticketing systems

Why Join Us?
This is a great opportunity to join a fast-paced, collaborative marketing team where your contributions make a direct impact. You'll gain exposure to high-level strategy, creative execution, and the opportunity to work alongside talented professionals in a dynamic, purpose-driven environment.

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