Marketing Generalist

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Job Description

Role: Marketing Generalist

Contract: Part-time Remote Contractor (5 - 20 hours weekly / 20 - 80 hours monthly)

Service Hours: Flexible

Rate: $10 - $12.5 USD hourly (Salary is negotiable based on experience and location)

Availability to Start: Immediately

Client's Profile

This US-based accounting and advisory firm supports individuals and businesses with tax preparation, bookkeeping, and Virtual CFO services. They take a hands-on, personalized approach to help clients stay compliant, manage their finances effectively, and make informed decisions for long-term growth.

What You'll Do

As a Marketing Generalist, you will drive demand generation, brand positioning, and client acquisition initiatives for Capital Solutions LLC. This role focuses on building authority in the Financial Planning & Investment space through educational content, targeted campaigns, and high-value outreach to prospective clients and partners. Your core responsibilities will include the following:

Content Creation & Strategy
- Plan and execute a monthly content calendar centered on financial education, market insights, and wealth-building strategies to strengthen brand awareness and trust across email, social media (primarily LinkedIn), and other client acquisition channels.
- Create engaging visual content, including infographics, animated short-form videos, and educational visuals for professional audiences.
- Draft clear, credible, and persuasive copy, including social media captions, email campaigns, blogs and thought leadership content.
- Collaborate on marketing assets for partners, affiliates, and referral networks to expand reach and credibility.
- Utilize project management and content tracking systems to ensure visibility, organization, and timely delivery of all assets and scheduling.
- Client Engagement & Email Automation
- Develop and manage automated email and social media workflows to support the full lead-to-client journey, including nurture sequences, consultation follow-ups, and re-engagement campaigns.
- Coordinate and distribute email newsletters and resources (e.g., workbooks, guides, educational materials) focused on tax strategies, financial education, investment insights, and company updates.
Audience Engagement & Performance Tracking
- Monitor social media channels and engage with prospects and followers by responding to comments and messages.
- Ensure all inbound leads are properly routed through defined lead flows and directed to the appropriate sales closer.
- Maintain a high-quality digital presence that builds credibility and trust among prospective clients and partners.
- Track and report on key marketing metrics, including engagement rates, website traffic, lead generation, and conversion performance.
- Analyze campaign performance and audience trends to provide data-driven recommendations that improve effectiveness and ROI.
- Coordinate with leadership to ensure accuracy and consistency in all financial content and messaging.
- Ensure all marketing materials reflect brand standards, professionalism, and the company's positioning within the financial services industry.

What You Should Have

Must-haves:

Minimum of 3 years of experience in Digital Marketing, preferably within Financial Services, Professional Services, or other high-trust industries.
At least 1 year of experience supporting a North American company in a remote capacity.
Proven experience managing social media platforms, including Facebook, Instagram, and LinkedIn, with a strong knowledge of marketing fundamentals.
Proficiency in video and graphic editing tools (e.g., CapCut, Photoshop, Canva) to produce high-quality static visuals, infographics, animations, and short-form video content.
Hands-on experience with marketing scheduling and analytic tracking tools such as Meta Business Suite and Hootsuite (or similar software).
Strong copywriting skills, with the ability to translate complex financial and investment concepts into clear, engaging, and easy-to-understand content.
Highly organized, with experience using Trello (or similar project management tools) to manage workflows and maintain visibility across deliverables.
Experience building and executing automated marketing flows and client engagement campaigns across multiple platforms.
Hands-on experience creating email campaigns, automation flows, and newsletters using platforms such as Klaviyo or similar tools.
Ability to take high-level direction or raw input from leadership and independently develop polished, high-quality marketing assets.
Experience managing community engagement, including responding to comments, messages, and inquiries, and directing prospective clients through the appropriate lead channels.
Technology Specifications:
- Minimum 100 Mbps Internet Speed
- Windows 11 or MacOS 15 Sequoia
- Minimum Intel i5 8th gen with 8GB RAM or Apple M1 chip with 8GB RAM
- Webcam and Headset
- Designated Office Space in your Home

Nice-to-haves:

Previous experience working within the finance or accounting industry.
Understanding of financial marketing compliance, data privacy, and responsible communication standards for client-facing content.

Who You Are

We are hoping you are someone who:

Creative thinker with the ability to translate abstract financial concepts into visually compelling, easy-to-understand content.
Proactive in bringing new ideas for content, campaigns, and creative execution that support lead generation, brand authority, and client acquisition.
Exceptional attention to detail across content, scheduling, and copyediting, ensuring accuracy in all financial communications.
Strong sense of ownership, with the ability to manage complex marketing tasks and deadlines independently in a remote environment.

Job Information

Rate / Salary

$10 - $12.5

Sector

Financial Services/Banking/Insurance