Marketing Strategist


Job description

Oak & Stone Capital Advisors & Oak & Stone Marketing partners with a group of elite financial advisors across the country to provide personalized full-service marketing.

As an Oak & Stone strategist, you will be part of a full-service, in-house marketing team that specializes in financial services marketing. We have the experience to know what works and the future focus to catch up-and-coming technology and trends.


The Marketing Strategist will have the opportunity to support the Marketing department in the development and execution of marketing initiatives. This opportunity will provide meaningful exposure to the day-to-day execution of our marketing and communications strategy. In addition to creating and implementing marketing deliverables, you will work directly with our advisor clients to assist in building and following through on their individual marketing strategies.


  • Serve as the direct contact for multiple advisor clients and follow through on implementing their specific marketing plans
  • Assist with branding and content refurbishment of advisor webpages, social media, and other marketing resources.
  • Provide support for creation of financial communications and copy.
  • Contribute fresh ideas to marketing initiatives.
  • Provide planning support for client and internal events.
  • Perform other duties as assigned.


A bachelor’s degree in marketing or related field. Strong interest in social and digital marketing. Tech savvy with strong Microsoft Office skills.


Strong verbal and written communication skills. Comfortable using common marketing software and communicating strategies with clients. Must be self-motivated with a sense of urgency to learn. Deadline-oriented and ability to multi-task. Graphic design experience preferred (i.e. Illustrator, Photoshop)

THIS IS A HYBRID POSITION. The position will work in office (Newtown, PA) three days a week with the option to work remotely on Monday and Friday.


Please send your resume and letter of interest to

Compensation: ($50,000 – $60,000) commensurate on prior experience.

Oak & Stone Capital Advisors is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Oak & Stone complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.