The Marketing Manager supports FSI’s mission by developing compelling marketing that drives membership growth and engagement, advances FSI’s advocacy priorities and increases awareness of the independent financial services industry. This individual will be responsible for planning and executing marketing campaigns promoting the organization’s events, advocacy efforts, and member benefits. This is a key position that contributes to member engagement and brand visibility.

Duties & Responsibilities

Marketing & Communications

• Develop and execute marketing campaigns around FSI’s advocacy efforts, membership, events, and resources in collaboration with AVP, Marketing & Communications.
• Write, edit, and proofread marketing content and collateral including emails, newsletters, ads, brochures, reports, web content, and social media posts, ensuring consistency with FSI’s brand and style.
• Manage content and project calendars to ensure deadlines are met.

Digital & Social Media

• Maintain and grow FSI’s social media presence (LinkedIn, Instagram, Twitter/X, etc.).
• Manage email marketing system and campaigns, including email design and creation, audience segmentation, scheduling, and performance tracking.
• Collaborate with internal teams and vendors to ensure website content is current, accurate, and engaging.

Event Marketing

• Create and implement marketing plans to drive attendance and visibility.
• Coordinate the development of collateral for FSI conferences and events, such as signage, handouts, PowerPoint presentations, and onsite materials.
• Assist in publishing content to the conference event app.
• Assist with management of webinars, including coordination with FSI Staff, volunteer councils, and sponsors.

Collaboration & Project Management

• Work closely with internal departments (Advocacy, Membership, Events) to support cross-functional marketing needs.
• Oversee relationships with outside stakeholders and vendors, including designers, printers, ad managers, etc.
• Coordinate exhibit booth and material shipments for member conferences.
• Respond to member inquiries.
• Other responsibilities as assigned.

Qualifications

• Bachelor’s degree in Marketing, Communications, or related field, or equivalent professional experience.
• 3-6 years of experience in marketing or communications, ideally within a trade association or financial services.
• Exceptional writing, editing, and proofreading skills with a strong attention to detail.
• Familiarity with graphic design, including tools such as Canva, Photoshop, and InDesign.
• Experience working with a CRM (Microsoft Dynamics CRM) and email marketing platforms (Higher Logic).
• Proficiency with Microsoft Office Suite.
• Strong project management skills with the ability to manage multiple priorities and deadlines.
• A proactive self-starter who brings fresh ideas and drives projects forward.
• Positive, team-oriented attitude with the ability to work independently in a remote environment with minimal supervision.
• A commitment to outstanding internal and external customer service.

Working Conditions & Physical Requirements

• Option for remote work, physical location in Washington D.C. office, or hybrid work.
• In-person meetings at Washington, D.C. office approximately 1-2 times per quarter.
• Occasional travel throughout the United States for conferences and meetings (no more than 10%).
• This job occasionally requires the ability to lift heavy objects, for example, shipments of conference and exhibit booth materials.

About Financial Services Institute (FSI)

The Financial Services Institute (FSI) is the only organization advocating solely on behalf of independent financial advisors and independent financial services firms. Since 2004, through advocacy, education and public awareness, FSI has successfully promoted a more responsible regulatory environment for nearly 80 independent financial services firm members and their 130,000+ affiliated financial advisors – which comprise over 60% of all producing registered representatives. We effect change through involvement in FINRA governance as well as constructive engagement in the regulatory and legislative processes, working to create a healthier regulatory environment for our members so they can provide affordable, objective advice to hard-working Main Street Americans. FSI's team is made up of an exceptional group of subject matter experts whose work, daily conduct and attitudes exemplify FSI's Core Values: Results, Collaboration, Integrity, Balance and Growth. For more information, please visit financialservices.org.

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