Dynasty Financial Partners

Project Manager - Marketing

Dynasty Financial Partners  •  Florida (Onsite)  •  1 month ago
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Job Description

The Dynasty Corporate Marketing team is seeking a detail-oriented and proactive Marketing Operations Manager to join our team. This role is ideal for someone who thrives in a fast-paced environment and is passionate about optimizing marketing processes, managing cross-functional projects, and supporting strategic initiatives that elevate the Dynasty brand.

As a key member of the corporate marketing team, you will be responsible for streamlining operations, managing marketing systems and tools, coordinating project timelines, and ensuring the successful execution of campaigns and programs. You’ll work closely with internal stakeholders and external partners to ensure marketing efforts are efficient, data-driven, and aligned with business objectives.

ROLE RESPONSIBILITIES:

  • Marketing Project Management: Lead and support project planning, prioritization, execution, and tracking across marketing initiatives. Maintain project timelines, marketing editorial calendars, project deliverables, and stakeholder communications to ensure on-time and on-brand execution.
  • Process Optimization & Documentation: Develop and refine workflows for campaign execution, asset management, and reporting. Create and maintain SOPs for recurring marketing operations tasks.
  • Cross-Functional Collaboration: Serve as a liaison between corporate marketing and other Dynasty business units. Support alignment on campaign goals, timelines, and deliverables.
  • Marketing Technology & Workflow Alignment: Partner with internal stakeholders to ensure marketing systems, tools, and processes are effectively integrated and aligned with campaign goals. Support cross-functional coordination, data accuracy, and workflow optimization across platforms.
  • Performance Reporting & Analytics: Track and analyze campaign performance across channels. Deliver actionable insights to improve efficiency, engagement, and ROI.
  • Vendor & Asset Coordination: Manage relationships with external resource partners and creative team. Oversee asset production timelines and ensure brand consistency.
  • Innovation & Continuous Improvement: Stay current on marketing operations best practices and tools. Recommend new technologies and approaches to enhance team productivity.

Requirements

QUALIFICATIONS

  • Bachelor’s degree in marketing, business, communications, or related field
  • 3–5 years of experience in marketing operations, project management, or related roles.
  • Proficiency in marketing automation platforms (HubSpot).
  • Strong organizational and time management skills with a keen attention to detail.
  • Experience with project management tools (Monday.com).
  • Excellent communication and collaboration skills.
  • Analytical mindset with experience in reporting and performance optimization.
  • Ability to thrive in a fast-paced, evolving environment.
  • This role is an in-office position located in downtown St. Petersburg, Florida.
  • Excellent written and verbal communication skills with the ability to craft compelling messaging and collaborate with cross-functional teams.
  • Excellent project management, time management, and problem-solving skills.

BENEFITS

  • Health Insurance
  • Dental insurance
  • Vision insurance
  • Retirement plan 401(k)
  • 401(k) matching
  • Paid Time Off
  • FSA/HSA benefits plans
  • Disability benefits
  • Voluntary Life Insurance
  • Basic Life Insurance

EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Dynasty Financial Partners

About Dynasty Financial Partners

Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country.

With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community.

Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity.

Visit our website for more information: www.dynastyfinancialpartners.com

Follow us on Twitter: @DynastyFP

Subscribe on Youtube: http://bit.ly/1MKXhC8

*Please note: Dynasty does not conduct any business on any social media platform. Also, Dynasty will never ask you to send personal or financial information (such as account numbers, passwords, or Social Security numbers) over social media platforms.*

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
St Petersburg, Florida
Year Founded
2010
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