About The Position

As an Associate, you will be responsible for supporting the development and execution of marketing strategies for a range of investment solutions and wealth management products. This includes drafting marketing materials, collaborating with internal and external partners, and managing projects from initiation to completion. A key focus will be on partnering with advisor teams to drive product awareness and adoption, as well as utilizing a data-driven approach to optimize marketing tactics and improve client engagement. Ideal candidates will possess financial acumen, strong writing and communication skills, be detail-oriented, and have experience with multi-channel marketing strategies. They should be proficient in copywriting and editing, project management, and budget tracking. This candidate should also be a creative thinker and be eager to contribute to the continuous improvement of the marketing team's processes.

Requirements

  • Bachelor’s Degree Required
  • 4 or more years professional experience, preferably in integrated or product marketing
  • Experience working in financial services (wealth management, investments, etc.)
  • Strong copywriting and editorial skills
  • Familiarity with design skills across Microsoft suite
  • Executing a distinctive program in the marketplace that helps achieve our goals
  • Positive team outlook that encourages personal growth, team engagement, client focused attitude
  • Strong interpersonal skills and a desire to work in a team-oriented environment
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Highly organized with attention to detail and excellent follow-through
  • Strong verbal and written communication skills
  • Entrepreneurial
  • Creative thinker

Responsibilities

  • Lead in development and creation of comprehensive marketing strategy across a range of investment solutions, including alternatives and wealth management products.
  • Partner closely with business and product teams to develop strategies and content and increase advisor engagement and adoption.
  • Draft and edit copy for pitch books, article content, amplification plans, and additional client materials.
  • Work collaboratively across internal marketing team members and external partners, agencies, and vendors to support both new and current multi-channel marketing strategies.
  • Work with project stakeholders across marketing, business, advisor teams, compliance, creative, web, and analytics from project initiation through execution, including initial planning, creative briefing, copywriting/design, implementation, monitoring optimization, analysis, and reporting.
  • Compose language for and lightly design internal educational materials.
  • Brainstorm creative ideas to ensure we are maximizing client engagement ideas and tactics.
  • Use a data-driven and iterative approach to further enhance and optimize marketing tactics.
  • Create regular reports based on test results and other ongoing initiatives to share with leadership.
  • Contribute to the development and improvement of the Marketing team’s processes for improved collaboration and execution.
  • Manage invoicing, budget tracking, and statement of work approval process.
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