Marketing Communication Specialist (Finance Industry)

Data Analysis Inc. (DAI), the strategic management and services organization for the O’Neil family of companies, is seeking aMarketing Communications Specialistto support enterprise-wide marketing initiatives—with aprimary focus on William O’Neil + Company and William O’Neil Securities. In this role, you’ll be a key contributor to the development and execution of marketing communications that drive brand awareness, support research and sales efforts, and align with the strategic goals of each entity under DAI. This is a dynamic role for atech-savvy, proactive storytellerwho brings both creative and strategic marketing expertise. You will be responsible for developing marketing collateral, supporting content creation, driving brand consistency, and contributing to campaigns that build awareness and generate leads for ourinstitutional research sales team. From publishing institutional research to producing video content and using AI-powered tools, you’ll bring both creativity and technical fluency to the table. This is an exciting opportunity for ago-getterwho thrives in a collaborative, fast-moving environment and wants exposure tomultiple business lines across financial services, data, and digital solutions—all under one innovative umbrella. Compensation and Benefits • $80K to $90K depending on experience, + 10% yearly bonus • Full PPO Health and Dental • Discretionary/Unlimited PTO • Matched 401K • A ton of corporate perks! • Hybrid work schedule Key Responsibilities • Create and maintainmarketing collateral, brochures, and branded materials to support sales and research distribution. • Collaborate with internal teams to ensureresearch reports and communications are publishedin alignment with brand and compliance guidelines. • Assist in developing and executingmulti-channel marketing plansto drive awareness and generate leads and build brand loyalty. • Conceptualize and produce bothAI-generated and traditional video contentto help showcase insights and research thought leadership. • Stay current on marketing trends, tools, and emerging channels—including the use ofAI and automationto scale messaging and campaigns. • Maintain website and intranet content, ensure relevancy and timeliness of content • Track and analyze performance metrics usingGoogle Analyticsand other data tools to optimize outreach and content effectiveness. • Regularly curate performance data, generate insights, and present actionable recommendations. • Work closely with global teams (China, India, United Kingdom) on a regular basis – may require off prime-time hours periodically. • Bring a“go-getter” mindset—be highly organized, self-motivated, and unafraid to challenge conventional thinking to find smarter, more efficient ways of working. Qualifications • Bachelor’s degree in marketing, communications, or related field. • 3+ years of experience in marketing or communications, preferably in finance, research, or professional services. • Strong writing and design sensibility with attention to branding and voice. • Must be a storyteller and has strong sense for details. • Proficiency in digital marketing platforms and tools (e.g., HubSpot, Mailchimp, Canva, Adobe Creative Suite). • Experience with video editing or working with AI-driven content creation tools is a plus. • Solid understanding ofGoogle Analytics, SEO, and performance tracking. • Excellent project management and communication skills. • Excel at Microsoft 360 product suite (Word, Excel, PowerPoint) • Energetic, resourceful, and adaptable—you take ownership and get things done. Job Type: Full-time Pay: $80,000.00 - $90,000.00 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Employee assistance program • Flexible schedule • Flexible spending account • Health insurance • Health savings account • Life insurance • Paid time off • Parental leave • Professional development assistance • Referral program • Retirement plan • Tuition reimbursement • Vision insurance Schedule: • 8 hour shift Application Question(s): • Do you live within a commutable distance to Plano, TX? • Do you have Marketing experience in the finance industry? Work Location: In person