Marketing Communication Specialist (Finance Industry)

About Us Data Analysis Inc. (DAI) is the parent company of a global group of privately held firms spanning institutional equity markets, digital investment news and information, and omnichannel communication solutions. DAI provides leadership, oversight, and strategic direction, shaping the purpose, vision, and mission of these firms. Shared services include administration, finance, and human resources. Our global team embraces an entrepreneurial spirit, fostering collaboration, teamwork, and creativity in a dynamic culture that values its associates and their dedication to success. We strive to be leaders in our field—innovators at the forefront of technology-driven services. DAI is headquartered in Los Angeles, California. Position Summary 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 the financial sector, specifically William O’Neil + Company and William O’Neil Securities. In this role, you’ll help shape the brand presence of our institutional research and financial services businesses by creating and publishing high-impact marketing content—including articles forForbes.com, research-driven collateral, and targeted campaigns. You’ll ensure our financial insights reach institutional investors and B2B audiences through polished, compliant, and engaging communications. This is an exciting opportunity for a proactive, tech-savvy storyteller who thrives in a fast-paced, collaborative environment and wants hands-on experience marketing at the intersection of finance, data, and digital solutions. Compensation & Location • $95K–$110K base salary + 10% annual bonus target • Hybrid schedule: 3 days in-office at3100 E. Plano Pkwy., Plano, TX 75074 Key Responsibilities • Content Development & Publishing • Publish and manage content forForbes.com articles, company websites, research reports, and social media. • Create marketing collateral (brochures, PPT decks, branded materials) tailored to financial sector audiences. • Draft press releases, marketing communications, and copy aligned with institutional research and sales efforts. • Collaborate with creative teams to develop visuals, ads, and presentations targeting niche B2B markets. • Maintain content governance, including corporate disclaimers and entitlements. • Campaigns & CRM • Leverage CRM systems to manage, track, and publish content. • Develop and execute email campaigns: audience segmentation, subject line optimization, HTML integration, and ROI analysis. • Coordinate webinars and video publishing to showcase thought leadership (editing/filming not required). • Partner with sales and stakeholders to drive lead generation within the financial sector. • Analytics & Reporting • Track and analyze marketing performance using Google Analytics, CRM reporting, and Excel. • Extract raw data, create analytics, and present actionable ROI reports to management. • Strategy & Brand • Maintain brand consistency, voice, and compliance across all financial-sector marketing initiatives. • Stay current on digital marketing trends, including AI and automation tools, to scale outreach. • Drive awareness and engagement for a niche financial B2B audience, converting interest into leads. Qualifications & Requirements • Bachelor’s degree in Marketing, Communications, or related field. • 3+ years of experience in marketing/communications, ideally within financial services, research, or professional services. • Proven experience with CRM platforms, publishing workflows, and campaign management. • Strong background in content publishing—websites, social media,Forbes.com or similar external platforms, press releases, and branded collateral. • Hands-on email marketing experience: campaign creation, segmentation, subject line testing, HTML, and ROI reporting. • Proficiency with digital marketing tools (HubSpot, Mailchimp, Canva, Adobe Creative Suite). • Strong Google Analytics, SEO, and Excel skills for performance tracking and reporting. • Experience supporting webinars and publishing video content. • Excellent writing, storytelling, and editing skills with attention to branding and detail. • Energetic, adaptable, and resourceful—you take ownership and thrive in a collaborative environment. Job Type: Full-time Pay: $95,000.00 - $110,000.00 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 Application Question(s): • You will be responsible for publishing content on Forbes.com. Do you have at least 3 years' experience publishing content? • Do you have experience with Google Analytics and Excel? • Do you know how to navigate through a CRM? Ability to Commute: • Plano, TX 75074 (Required) Work Location: In person