Jackie Koelsch

IDR is seeking a Financial Marketing Specialist to join one of our top clients in Brighton, MA. This role is pivotal in redefining how financial advisors and their clients access alternative investments, supporting the expansion of private markets for individual investors. If you are looking for an opportunity to join a growing organization and work within a team-oriented culture, please apply today! Position Overview/Responsibilities for the IBD Contractor (Financial Services / Asset Management): • Collaborate with business partners to support the ambitious goals of the distribution team, focusing on the independent broker-dealer (IBD) segment. • Lead and execute strategic marketing initiatives, including multi-channel campaigns, to increase engagement with IBD advisors. • Develop and manage marketing collateral, ensuring alignment with distribution goals and firm investment guidance. • Deliver, track, and optimize paid media campaigns across digital and sponsored channels. • Plan and coordinate in-person and virtual events to strengthen advisor relationships and promote the brand. Required Skills for IBD Contractor (Financial Services / Asset Management): • Minimum of 3 years of financial marketing experience, with a focus on private wealth distribution channels and IBD firms. • Strong project management skills with the ability to prioritize and execute in a fast-paced environment. • Proficiency in data-driven marketing, leveraging analytics to inform decisions and optimize performance. • Excellent communication and interpersonal skills, with a proven ability to build collaborative relationships. • Self-motivated, detail-oriented, and committed to continuous improvement. What’s in it for you? • Competitive compensation package • Full benefits: Medical, Vision, Dental, and more • Opportunity to work with an industry-leading organization • Close-knit, team-oriented culture Why IDR? • 25+ years of proven industry experience in 4 major markets • Employee Stock Ownership Program • Medical, Dental, Vision, and Life Insurance • ClearlyRated’s Best of Staffing® Client and Talent Award winner 12 years in a row