GENERAL FUNCTION / SUMMARY We are seeking a strategic and driven Sr. Marketing Specialist to lead the execution of marketing strategies that enhance brand awareness and drive sales growth across our all-in-one platform, mainly focusing on managed accounts, structured notes, buffer investments, private lending funds, and retirement plans. This role will be responsible for three primary focus areas:
- Marketing strategy, trendscompetitor research (60%) - Conduct in-depth market analysis and research to inform strategic marketing direction.
- Digital marketing implementation (20%) - Drive and execute campaigns across paid and organic channels to generate leads and grow brand presence.
- Social mediabrand marketing (20%) - Manage brand consistency and engagement through social media platforms such as Facebook, YouTube, WeChat, Xiaohongshu, and more.
MAJOR DUTIES AND RESPONSIBILITIES- Develop and implement strategic marketing plans to promote TransGlobal's wealth management, private lending, and other financial services.
- Conduct in-depth market research to identify target audiences, industry trends, and competitive positioning.
- Define clear value propositions and messaging strategies to differentiate TransGlobal's financial services.
- Collaborate with internal stakeholders, including top executives and department heads, to align marketing efforts with business objectives.
- Support the development of sales enablement materials, presentations, and other marketing collateral.
- Organize and support industry events, webinars, and sponsorship opportunities to enhance brand visibility.
- Analyze marketing performance and provide data-driven recommendations for optimization.
- Support social media marketing efforts across platforms such as Facebook, YouTube, WeChat, Xiaohongshu to reach targeted audience and enhance brand presence.
- Manage relationships with external vendors, agencies, and strategic partners.
- Ensure brand consistency across all marketing communications and initiatives.
- Perform other tasks as assigned.
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BASIC QUALIFICATIONS- Bachelor's degree in Marketing, Business, Communications, or a related field.
- 7+ years of experience in marketing, preferably in financial services, or wealth management.
- Bilingual in Chinese and English.
- Strong understanding of market research, competitive analysis, and messaging strategy.
- Proven experience in digital marketing strategy and campaign implementation, including paid and organic search (SEO).
- Familiarity with platforms such as Facebook, YouTube, WeChat, and Xiaohongshu.
- Good understanding of AI tools such as ChatGPT, Midjourney, Haygen, Canva, Coze, etc. and how they can enhance marketing effectiveness is preferred.
- Proactive mindset with strong problem-solving abilities.
- Excellent written and verbal communication skills.
- Ability to analyze data and translate insights into actionable strategies.
- Strong project management skills with the ability to multitask and meet deadlines.
- Experience in event planning and partnership development is a plus.
WHO WE ARE With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals.
WHY JOIN US- Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.
- MultilingualMulticultural: Work in a dynamic, diverse environment that understands and serves multicultural communities.
- Career Growth: Access to cross-functional training, licensing support, and professional development opportunities.
- Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success.
- Impactful Work: Help individuals and families achieve financial security and generational wealth.
WHAT WE OFFER- Competitive salary and benefits package.
- Opportunity to work in a collaborative and innovative environment.
- Professional development and growth opportunities.
- H-1B sponsorship available.
- Pay starts at $75K ~ $100K/year based on experience.