Summary
Embarc Advisors is a financial advisory firm delivering M&A, capital raising, outsourced corporate development, and strategic CFO services. The Content Marketing Specialist will create finance-focused thought leadership, manage LinkedIn and targeted campaigns, produce visual and sales-enablement materials, and support marketing automation, reporting, events, and website operations.
Responsibilities
- Write and edit long-form thought leadership: articles, market commentary, sector perspectives, and point-of-view pieces on M&A, diligence, and CFO-level topics
- Ghostwrite for the Managing Partner and practice leaders - capturing each voice distinctly rather than producing house-style filler
- Develop case studies and client success narratives from completed engagements, working within confidentiality constraints
- Produce the sales-enablement layer: capability decks, one-pagers, service-line collateral, proposal language, and email sequences
- Build and maintain the editorial calendar, aligned to the firm's quarterly rocks and practice-group priorities
- Interview partners and clients to source original insight; you will be the one making sure the pipeline of ideas never runs dry
- Own the Embarc company page end to end: posting cadence, audience growth, engagement, and analytics
- Plan and execute paid LinkedIn campaigns - Lead Gen Forms, Sponsored Content, Thought Leader Ads - including audience construction by title, firmographic, and sponsor/intermediary segment
- Design and execute targeted campaigns aimed at referral-source segments: private equity business development professionals, lenders, attorneys, wealth advisors, and other intermediaries
- Monitor competitor and peer-firm positioning; identify white space in the conversation
- Produce on-brand visual assets in Canva social graphics, carousels, report covers, event materials, and web imagery
- Build and format presentations in PowerPoint to the firm's visual standard
- Turn data and financial analysis into clean, readable charts and infographics
- Maintain the brand asset library, templates, and style guidance so quality holds as volume increases
- Assist by executing in HubSpot: email builds, workflows, lists, landing pages, and forms
- Pay close attention to marketing data hygiene and reporting integrity, with practice-group segmentation intact
- Assist in preparing reports on the marketing scorecard weekly - MQLs, SQLs, source attribution, content performance, page and channel metrics - and bring the "why" alongside the number
- Assist with webinars, conference presence, sponsorships, and speaking opportunities from logistics through follow-up
- Maintain and improve the website: content updates, SEO and AEO fundamentals
Skills
- 3–5+ years in marketing, content, or communications, with direct experience in investment banking, private equity, transaction advisory, corporate finance, or professional services serving those markets
- Bachelor's degree
- Demonstrably strong business writing - you will be asked for samples, and we will read them closely
- Working fluency in corporate finance concepts and deal process
- Hands-on LinkedIn marketing experience covering both organic strategy and paid campaign management
- Proficiency with a marketing automation/CRM platform; HubSpot strongly preferred
- Practical design capability in Canva, plus advanced PowerPoint
- Comfort operating with autonomy in a lean environment - you will own outcomes, not just tasks
- Experience marketing to a lower-middle-market or middle-market founder/CEO audience
- Ghostwriting experience for senior executives or partners
- Experience building a marketing function from an early stage rather than inheriting a mature one
- Basic video editing or podcast production
- SEO, AEO, and web analytics fundamentals
Qualifications
Must Haves
- 3–5+ years in marketing, content, or communications, with direct experience in investment banking, private equity, transaction advisory, corporate finance, or professional services serving those markets
- Bachelor's degree
- Demonstrably strong business writing - you will be asked for samples, and we will read them closely
- Working fluency in corporate finance concepts and deal process
- Hands-on LinkedIn marketing experience covering both organic strategy and paid campaign management
- Proficiency with a marketing automation/CRM platform; HubSpot strongly preferred
- Practical design capability in Canva, plus advanced PowerPoint
- Comfort operating with autonomy in a lean environment - you will own outcomes, not just tasks
Nice to Haves
- Experience marketing to a lower-middle-market or middle-market founder/CEO audience
- Ghostwriting experience for senior executives or partners
- Experience building a marketing function from an early stage rather than inheriting a mature one
- Basic video editing or podcast production
- SEO, AEO, and web analytics fundamentals
Benefits
- The agility and influence of a fast-growing firm where your contributions shape the business
- The intellectual rigor of top-tier advisory work without the burnout culture of traditional finance
- A strong culture of trust, ownership, and continuous learning
- A fully remote work environment, supported by structured operations (EOS) to keep us aligned and effective
- Competitive compensation plus semi-annual performance bonuses
- 401(k) with immediate vesting and employer match after one year
- Comprehensive medical, dental, and vision coverage
- Unlimited vacation time and paid sick leave
- Short-term disability insurance
- Three team offsites per year, to connect, recharge, and grow together