Yrefy, LLC 

Location: Phoenix, Arizona

Hourly, Non-Exempt, 

Full-Time, In-Office, Non-Remote

Responsibilities

• Supports the Investor Relations and RIA Channel teams and functions as a liaison with the Corporate Marketing Department to coordinate and execute marketing projects, materials, and its compliance for all Investor Relations and RIA Channels communications.
• Develop and lead differentiated marketing strategies for investor and RIA partner acquisition and engagement, including email campaigns, digital marketing, conferences, newsletters, and go-to-market paid media strategies for firm-wide and segment-specific initiatives.  Ensure alignment with business, market, and practice management objectives.
• Develop collateral material including pitch decks, executive summaries, fact sheets, quarterly updates, and materials that reflect the company's unique values and propositions.
• Collaborate on website strategy to ensure content, design and functionality support business goals and user needs.
• Oversee development and execution of marketing campaigns that drive engagement and deliver results measured in prospect and client outcomes and effectiveness.
• Partner with Executive leadership, Marketing and Investor Relations to ensure messaging reflects company strategy, investor feedback and market positioning.
• Ensure compliance with and understanding of emerging AI trends in marketing, evaluating potential for client experience.
• Stay informed on industry trends, competitor activities and emerging marketing technologies.  Apply insights to enhance marketing strategies and provide competitive advantage.
• Identify opportunities to leverage new tools, platforms and methods to enhance performance.
• Ensure all marketing communications and disclosures remain compliant with regulatory rules and regulations (SEC, FINRA).
• Monitor marketing tool performance, usage, and profitability and drive enhancements to meet KPIs.

Requirements

• Must have experience in marketing Reg D or 506(c) private placements and managing content compliance and understanding of Rule 2210
• Bachelor's degree in Marketing, Advertising, Business, or a related field.
• Five plus years of experience in leading marketing results within regulated financial services industries, banking, insurance, or wealth management.
• Experience working with or within RIAs, family offices, or alternative investment platforms.
• Extensive knowledge of investment products, particularly Reg D investments, and industry regulations (FINRA, SEC).
• Strong familiarity with marketing agencies and ways of holding teams accountable.
• Familiarity with media planning tools and analytics platforms.
• Excellent written and verbal communication skills.
• Ability to keep varying types of investors and customer types at the forefront of decision-making and plan implementation.
• Highly self-motivated and flexible.  Able to work in a fast-paced, growing company. Adaptable to change.
• Plus: Experience in marketing Reg D or 506(c) private placements and managing content compliance and understanding of Rule 2210

What We Offer

• 100% Employer Paid Medical for Employee AND Whole Family Includes the Mayo Clinic
• Safe Harbor 401k/ROTH Plan with a 4% Company Match with immediate vesting.
• Dental Insurance
• Vision Insurance
• Company Paid Term Life Insurance
• Company Paid Short-and Long-Term Disability Insurance
• Voluntary Pet Discount Plan
• Fully Subsidized LifeTime Gym Membership*
• Student Loan Repayment
• Tuition Reimbursement
• Catered Friday Lunches
• Stocked Kitchens
• Opportunity to Work at a Fast-Growing Company
• Must be authorized to work in the U.S. (no visa sponsorship available)

To apply:  https://yrefy-llc.breezy.hr/p/9ae72ad510f6-financial-marketing-compliance-specialist?source=yrefy.com&popup=true