Marketing Specialist

My Australia Direct Pty Ltd is currently accepting applications for the position of Marketing Specialist in Sydney, NSW.

Lipman Burgon & Partners is a boutique wealth management firm delivering tailored financial solutions to high-net-worth private clients, family offices, and not-for-profit entities.

This is a full-time position with annual earnings between $80,000 to $105,000 plus superannuation.

Tasks and responsibilities:

• Develop and execute marketing campaigns to promote investment products, financial planning services, and advisory solutions.
• Manage branding efforts, ensuring consistency with the firm’s values and positioning across all marketing channels and materials.
• Track and analyse marketing metrics and data analytics (leads, conversions, ROI) to refine marketing strategies, campaigns, and drive engagement
• Work closely with financial advisors and relationship managers to understand client needs and align marketing efforts accordingly
• Create marketing collateral such as brochures, presentations, newsletters, whitepapers, and client communications.
• Manage digital marketing efforts, including SEO, SEM, email marketing, social media, and content marketing.
• Ensure all content is consistent with the company's brand voice and messaging.

Skills and experience:

• At least 1 year of marketing experience, ideally within financial services or wealth management.
• Relevant tertiary qualification.
• Experience in developing and executing marketing plans and brand strategies.
• Experience with CRM systems, marketing automation tools, and analytics platforms.
• Strong analytical skills and ability to interpret data to inform marketing decisions.
• Excellent verbal and written communication skills 
• Creative mindset with strong attention to detail and brand consistency.
• Ability to manage multiple projects, meet deadlines, and work effectively in a team-oriented environment