Simplicity Group
Overview
Position Title:
Junior Marketing Specialist Reports to:
Manager, Marketing Strategy and Automation Department:
Marketing Location:
11512 El Camino Real, Suite 100, San Diego, California 92130 Classification:
Full-time / Exempt Summary / Job Objective:
If you're a strong communicator with sharp attention to detail, a natural curiosity, and a drive to solve problems creatively, then Simplicity could be your next great career move. As a Consumer Automation Specialist, you’ll turn marketing and consumer data into insights that guide strategy, improve campaign performance, and drive business growth for top independent financial brands. As the link between strategy and execution, you’ll translate complex marketing and consumer data into actionable recommendations for internal teams. From developing dashboards that track KPIs to guiding optimization efforts across campaigns, your analytical skills, clear communication, and collaborative spirit will ensure measurable impact. Primary Responsibilities
Establish and implement marketing best practices across digital campaigns Define KPIs and methods of tracking results Design and execute tests to identify effective strategies Build and manage multi-channel automation funnels using email automation software Analyze campaign performance and drive continuous improvement Collect, clean, and analyze data from multiple sources Build dashboards and reports to track KPIs Conduct ad hoc analyses to answer business questions Provide data-driven recommendations to optimize campaigns Identify insights and trends to improve reach and performance Conduct market and competitive research to uncover new strategies and tactics Monitor emerging industry trends, tools, and competitor activities Translate insights into actionable recommendations for messaging, creative, and channel strategy Qualifications
1+ year of marketing experience or agency setting preferred Bachelor’s degree or equivalent experience Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) Understanding of digital marketing practices and campaign implementation Confident working across teams and departments with professionalism Familiarity with marketing automation systems and email service providers (Salesforce, Marketing Cloud, Active Campaign, etc.) Core Competencies
Strong analytical abilities Creative problem solver Thrives in a fast paced and demanding environment Results driven and proactive Positive attitude and team player Highly organized and detail oriented Compensation & Benefits
Compensation (based On Experience) Annual base salary: $55,000 - $60,000 (exempt) Annual performance bonus target: 5% Employee benefits (medical, dental, vision, life insurance, other) 401k with employer match Paid Time Off Location
11512 El Camino Real, Suite 100, San Diego, California 92130 This role is an in-office position Company Description
Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.
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Position Title:
Junior Marketing Specialist Reports to:
Manager, Marketing Strategy and Automation Department:
Marketing Location:
11512 El Camino Real, Suite 100, San Diego, California 92130 Classification:
Full-time / Exempt Summary / Job Objective:
If you're a strong communicator with sharp attention to detail, a natural curiosity, and a drive to solve problems creatively, then Simplicity could be your next great career move. As a Consumer Automation Specialist, you’ll turn marketing and consumer data into insights that guide strategy, improve campaign performance, and drive business growth for top independent financial brands. As the link between strategy and execution, you’ll translate complex marketing and consumer data into actionable recommendations for internal teams. From developing dashboards that track KPIs to guiding optimization efforts across campaigns, your analytical skills, clear communication, and collaborative spirit will ensure measurable impact. Primary Responsibilities
Establish and implement marketing best practices across digital campaigns Define KPIs and methods of tracking results Design and execute tests to identify effective strategies Build and manage multi-channel automation funnels using email automation software Analyze campaign performance and drive continuous improvement Collect, clean, and analyze data from multiple sources Build dashboards and reports to track KPIs Conduct ad hoc analyses to answer business questions Provide data-driven recommendations to optimize campaigns Identify insights and trends to improve reach and performance Conduct market and competitive research to uncover new strategies and tactics Monitor emerging industry trends, tools, and competitor activities Translate insights into actionable recommendations for messaging, creative, and channel strategy Qualifications
1+ year of marketing experience or agency setting preferred Bachelor’s degree or equivalent experience Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) Understanding of digital marketing practices and campaign implementation Confident working across teams and departments with professionalism Familiarity with marketing automation systems and email service providers (Salesforce, Marketing Cloud, Active Campaign, etc.) Core Competencies
Strong analytical abilities Creative problem solver Thrives in a fast paced and demanding environment Results driven and proactive Positive attitude and team player Highly organized and detail oriented Compensation & Benefits
Compensation (based On Experience) Annual base salary: $55,000 - $60,000 (exempt) Annual performance bonus target: 5% Employee benefits (medical, dental, vision, life insurance, other) 401k with employer match Paid Time Off Location
11512 El Camino Real, Suite 100, San Diego, California 92130 This role is an in-office position Company Description
Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.
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