Digital Marketing Strategist

POSITION: Digital Marketing Strategist

Location: Fort Lauderdale – HQ

Schedule: M-F 8:30 – 5:00pm in office

Reports To: Director, Digital Marketing

Department: Marketing

Who We Are

At Sound Income Group, our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success.

We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

Position Summary

The Digital Marketing Strategist plays a key leadership role in shaping, guiding, and executing high-level digital marketing initiatives across various digital channels. This role focuses on setting strategic direction, maintaining brand and messaging integrity, and ensuring all digital efforts support broader organizational goals both internally and externally with clients.

In addition to strategy, the role oversees project workflows, cross-functional coordination, and team alignment to ensure campaigns are executed smoothly and effectively. This position exercises discretion and independent judgment on matters of significance, including budget management, vendor agreements, and campaign strategy, while operating under the general supervision of the Director of Marketing.

Key Responsibilities

Strategic Leadership & Team Guidance

• Provide strategic direction and operational leadership for the digital marketing team, ensuring initiatives align with brand standards, regulatory requirements, and organizational objectives
• Coach and support team members through clear communication, feedback, and resource planning while removing roadblocks to successful execution.
• Exercise independent judgment in campaign strategy, vendor selection, resource allocation, budgeting, and the execution of digital marketing agreements within established approval thresholds.
• Oversee digital projects to ensure consistent messaging, quality, cadence, and performance across all digital channels.
• Serve as the primary strategic liaison for clients and internal stakeholders, fostering collaboration across marketing, recruiting, compliance, advisor relations, and external partners to ensure projects remain aligned and on schedule.
• Ensure the team has the direction, context, and resources needed to execute projects without bottlenecks.

Campaign Strategy & Integrated Execution

• Partner with marketing leadership and clients to plan, strategize, and execute digital campaigns—developing the concepts, themes, and design that drive engagement and generate results.
• Guide high-level campaign development, ensuring brand consistency and adherence to financial industry regulations.
• Lead the strategic thinking behind topic ideation, funnel design, messaging frameworks, and audience targeting.
• Oversee cross-channel campaign timelines, approvals, and deliverables to ensure cohesive execution across social, email, webinars, and paid media.
• Continuously stay ahead of digital marketing trends, tools, and innovations, bringing forward new ideas to elevate performance and enhance our digital ecosystem.

Project Management & Operational Oversight

• Coordinate with designers, content creators, and digital specialists to bring campaigns from concept to completion, ensuring seamless integration across the entire customer journey.
• Ensure all campaign elements function cohesively within broader marketing funnels and support long-term strategic objectives.
• Monitor and review ClickUp tasks proactively to prevent delays, maintain efficient workflows, and keep the team on track.
• Translate strategic direction into actionable projects, building timelines and assignments that enable smooth cross-functional execution.