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Marketing Specialist


Jun 26, 2019

Milwaukee, WI


Agent: Valerie B.

Job #: 149241

Salary: DOE

Job Description

We have an exciting opportunity for a Marketing Specialist with a GREAT professional services company in Milwaukee. The Marketing Specialist is responsible for executing marketing plans to support strategic goals for a company in the investment management industry. They are seeking a detail-oriented individual who understands the importance of providing exceptional client service and thrives in a fast-paced, dynamic environment. This is a 6-month, on-site opportunity in Milwaukee with the potential to extend.


  • Assist team members in creatively developing marketing materials for client meetings and presentations
  • Develop comprehensive brand and franchise marketing plans to increase awareness of platform and deal flow
  • Research markets, industry metrics and transactions via financial databases and other public sources. Work closely with various members of the teams to identify and track information on prospective and existing clients as well as lead marketing outreach programs across sectors
  • Lead construction and maintenance of marketing databases 
  • Coordinate logistics and prospect targeting for various marketing events, including trade shows, industry conferences and general business development and marketing sessions
  • Effectively manage peak workloads, maintaining flexibility and composure in a high volume, high intensity environment. Must be able to handle heavy workload and prioritize assignments accordingly
  • Work closely with key trade organizations, consulting firms and other industry organizations to create meaningful and effective partnership opportunities


  • Bachelor’s degree and 7+ years of marketing communications experience are required. Experience in the financial or professional services industry is preferred
  • The ideal candidate will possess a strong work ethic, a demonstrated record for excellence and has the ability to function equally well in both a team setting and on a self-directed basis
  • Must be able to work with internal and external clients on a daily basis via the telephone, email or in person
  • Must be detail-oriented and recognize errors in numbers, spelling, grammar and punctuation; must demonstrate good follow-through skills
  • Must be comfortable with business writing and construction of presentation of marketing and research presentations
  • Must possess functional knowledge of Excel and PowerPoint and have the ability to enter and format data in an Excel spreadsheet. Must also be very skilled in the use of various internet search engines and have demonstrated an ability to undertake research projects
  • Experience and knowledge of Salesforce Marketing Cloud and/or Sales Cloud is a plus

Want more details about this and other opportunities?
Meet Valerie Becknell!