Sr Marketing Specialist (Bilingual in Chinese)

Job Description

“*GENERAL FUNCTION / SUMMARY *

We are seeking a strategic and driven Sr. Marketing Specialist to lead the execution of marketing strategies that enhance brand awareness and drive sales growth across our all-in-one platform, mainly focusing on managed accounts, structured notes, buffer investments, private lending funds, and retirement plans. This role will be responsible for three primary focus areas:
* Marketing strategy, trends & competitor research (60%) – Conduct in-depth market analysis and research to inform strategic marketing direction.
* Digital marketing implementation (20%) – Drive and execute campaigns across paid and organic channels to generate leads and grow brand presence.
* Social media & brand marketing (20%) – Manage brand consistency and engagement through social media platforms such as Facebook, YouTube, WeChat, Xiaohongshu, and more.

*MAJOR DUTIES AND RESPONSIBILITIES *
* Develop and implement strategic marketing plans to promote TransGlobal’s wealth management, private lending, and other financial services.
* Conduct in-depth market research to identify target audiences, industry trends, and competitive positioning.
* Define clear value propositions and messaging strategies to differentiate TransGlobal’s financial services.
* Collaborate with internal stakeholders, including top executives and department heads, to align marketing efforts with business objectives.
* Support the development of sales enablement materials, presentations, and other marketing collateral.
* Organize and support industry events, webinars, and sponsorship opportunities to enhance brand visibility.
* Analyze marketing performance and provide data-driven recommendations for optimization.
* Support social media marketing efforts across platforms such as Facebook, YouTube, WeChat, Xiaohongshu to reach targeted audience and enhance brand presence.
* Manage relationships with external vendors, agencies, and strategic partners.
* Ensure brand consistency across all marketing communications and initiatives.
* Perform other tasks as assigned.

*BASIC QUALIFICATIONS *
* Bachelor’s degree in Marketing, Business, Communications, or a related field.
* 7+ years of experience in marketing, preferably in financial services, or wealth management.
* Bilingual in Chinese and English.
* Strong understanding of market research, competitive analysis, and messaging strategy.
* Proven experience in digital marketing strategy and campaign implementation, including paid and organic search (SEO).
* Familiarity with platforms such as Facebook, YouTube, WeChat, and Xiaohongshu.
* Good understanding of AI tools such as ChatGPT, Midjourney, Haygen, Canva, Coze, etc, and how they can enhance marketing effectiveness is preferred.
* Proactive mindset with strong problem-solving abilities.
* Excellent written and verbal communication skills.
* Ability to analyze data and translate insights into actionable strategies.
* Strong project management skills with the ability to multitask and meet deadlines.
* Experience in event planning and partnership development is a plus.

*WHO WE ARE*

With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services—including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management—through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals.

*WHY JOIN US*
* *Industry Leader*: Join the nation’s largest Asian-focused financial services firm with a well-established brand and expansive network.
* *Multilingual & Multicultural*: Work in a dynamic, diverse environment that understands and serves multicultural communities.
* *Career Growth*: Access to cross-functional training, licensing support, and professional development opportunities.
* *Collaborative Culture*: Be part of a supportive team that values innovation, initiative, and shared success.
* *Impactful Work*: Help individuals and families achieve financial security and generational wealth.

*WHAT WE OFFER*
* Competitive salary and benefits package.
* Opportunity to work in a collaborative and innovative environment.
* Professional development and growth opportunities.
* H-1B sponsorship available.
* Pay starts at $75K ~ $100K/year based on experience.

Job Type: Full-time

Pay: $75,000.00 – $100,000.00 per year

Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Flexible schedule
* Health insurance
* Paid time off
* Vision insurance

Application Question(s):
* Will you now or in the future require sponsorship or transferring for employment visa status such as H-1B visa or green card?

Education:
* Bachelor’s (Required)

Experience:
* Marketing (financial services/wealth management preferred): 7 years (Required)

Language:
* Mandarin Chinese (Required)

Ability to Commute:
* Diamond Bar, CA 91765 (Required)

Work Location: In person”