Job Description

Financial and Tax Architects, LLC, located in Saint Louis, Missouri, is a highly successful and rapidly growing regional retirement planning firm with affiliates across the country that are dedicated to helping individuals secure their financial future. Leveraging our proven methodology to protect and grow the assets of our clients is our passion. The company has helped thousands of households secure their retirement. With ambitious expansion goals, we are seeking professionals who have a passion for financial services and want to help us meet our goals! 

We Value: Compassion, Dependability, Growth

Job Description

In this senior role, you’ll be leading multi-channel marketing efforts to deliver results and shape our company’s growth strategy. You will develop and execute comprehensive marketing strategies to drive attendance at retirement planning classes held at colleges and universities in the suburbs of major metropolitan areas nationwide. You are both a strategic thinker and a hands-on operator with deep expertise in direct mail, Facebook advertising, and digital media. As the leader of a small internal marketing team, you will provide clear direction, set objectives, foster professional development, and identify and manage external partners. If you are ready for an opportunity to roll up your sleeves, optimize strategy and drive execution to make a real impact, let’s talk!

You Value: Authenticity, Results, Courage

How you’ll spend your days:

• Developing and refining a comprehensive multi-channel direct response marketing plan aimed at driving enrollment in retirement planning classes
• Leading the strategy and production of direct mail campaigns—from concept and list selection to design, printing, and mailing
• Managing digital lead generation initiatives, including Facebook/Meta advertising, paid search, display, and retargeting
• Establishing metrics and dashboards to track campaign performance across all channels
• Implementing a test-and-learn approach in all direct response efforts by conducting A/B tests on key variables and staying abreast of marketing innovations and tools
• Leading and mentoring a small internal marketing team to encourage a data-driven, results-oriented culture
• Identifying and managing external partners by negotiating contracts and overseeing vendor work to ensure quality deliverables and alignment with strategy
• Ensuring all marketing materials and communications comply with relevant regulations for financial/retirement marketing while upholding the company’s brand voice and credibility

Qualifications

What you’ll bring to the role:

• 8–12+ years of progressive marketing experience, with a strong emphasis on direct response campaigns
• Experience in financial services or retirement planning marketing 
• Proven track record of developing successful direct marketing programs, particularly in direct mail and digital advertising
• Strong analytical mindset with the ability to interpret campaign data and ROI metrics
• Advanced Excel skills or BI tool experience
• Demonstrated success in leading a marketing team and managing cross-functional projects
• Experience coordinating external vendors or agencies
• High-level strategic planning and hands-on execution, combined with attention to detail and follow-through
• Excellent written and verbal communication skills—strong presentation skills are a plus!
• Proficiency with marketing tech and tools such as CRM databases, email marketing platforms, digital ad platforms (Facebook/Meta, Google) and web analytics (Google Analytics)

Additional Information

Our team members enjoy:

• Competitive salary based on experience
• An environment where you are empowered and can see your impact every day!

Goldstone Partners is helping this highly successful company find talented professionals who want to help us – and our clients - prosper. Applications welcome for those who are US Citizens or hold a Green Card. 

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