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We are looking for a highly organized and detail-oriented Assistant Marketing Manager to join our team. The ideal candidate will be a self-starter who is able to work independently, as well as a team player who can take on additional tasks and projects as needed.

OJM Group is a registered investment advisory firm providing financial planning, investment management and insurance solution services.

Primary Responsibilities:

  • Managing and updating subscriber lists with firm’s new leads and prospects
  • Booking and coordinating speaking engagements for firm advisors; including keeping advisors on deadline and interacting with outside event coordinators
  • Handling all articles firm advisors write for outside publications, including keeping advisors on deadline and interacting with outside editors
  • Selecting content for, creating and scheduling monthly email newsletters
  • Coordinating all elements of biweekly podcast
  • Overseeing creation of monthly videos and interacting with video distribution firm
  • Managing outside marketing contractors, including their work queue and keeping them on deadline. This includes graphic designers, ghost writers, SEO firm and others.
  • Administering the firm’s website and social media
  • Supervising firm’s PowerPoint library; updating presentations as needed

Key skills required in this position include:

  • Strong project management skills: building timeline of steps required for project, tracking milestones to meet final deadline, managing and prioritizing multiple concurrent projects;
  • Effective written communication, including grammar proficiency and proofreading/editing of content created by other team members
  • Proficiency in PowerPoint, Word and Excel
  • Experience with CRM and email marketing software
  • Experience in financial services industry preferred
  • Social Medial marketing experience

Technology used in this position:

Junxure/Advisor Engine CRM, Asana project management platform, Campaign Monitor,, WP Engine, Amazon Kindle Direct Publishing; MS Office: PowerPoint, Word and Excel, ShareFile.


  • Bachelor’s degree in business, marketing, communications or a related field
  • Minimum 3 years of professional experience in marketing
  • Excellent organizational and communication skills
  • Proficiency in Microsoft Office suite, including Word, Excel, and PowerPoint
  • Ability to manage multiple tasks and prioritize accordingly
  • Detail-oriented and able to handle confidential information with discretion
  • Work in the office Monday-Friday 9-5 for first 90 days; then hybrid schedule (remote and in-office)