Marketing Associate

Balentine•Raleigh, NC

About The Position

Balentine LLC is a boutique wealth management firm with $8B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by, and continues to attract, a world-class team of driven and dedicated individuals. At Balentine, everything we do prioritizes our clients and employees. We have assembled an exceptional team that values relationships as well as results and have created an environment where motivated people flourish. Balentine’s culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do.

Requirements

Bachelor’s degree required.
3+ years of marketing or communications experience (agency or financial services a plus).
Strong writing and editing skills.
Comfortable with HubSpot, Webflow, Canva, and LinkedIn as a social platform.
Highly organized, detail-oriented, and deadline-driven.
Proactive and eager to learn higher-level strategy over time.
Professional and Courteous
Ability to interact with all people in a polite manner and positive attitude
Ability to have a positive impact on the people around you
Ability to prioritize creating a positive, memorable experience for clients and guests
Emotional Intelligence and Interpersonal Skills
Ability to read and connect with people and respond accordingly in varying situations
Ability to recognize own and others’ emotions and use them to create positive interactions
Organized and Productive
Ability to structure responsibilities, tasks, and project management to eliminate wasted time and efforts
Ability to manage multiple projects and competing priorities without missing deadlines
Ability to self‐manage, prioritize, and produce quality work, with a high attention to detail
Adaptable and Reliable
Ability to remain unperturbed by changing priorities and conditions
Ability to shift concentrations throughout the day
Creative Problem-Solver
Ability to ask thoughtful questions when confronted with a problem
Ability to seek out new knowledge, tools, and skills to improve performance
Ability to bring fresh ideas and approaches to projects
Ability to iterate on projects, seeking feedback, refining work to achieve the best outcome

Nice To Haves

agency or financial services a plus

Responsibilities

Publish and maintain content across Balentine’s website, social media, email, and HubSpot landing pages.
Create basic graphics and templates using Canva or Adobe tools.
Assist with capturing social video onsite in Atlanta, and small-scale video edits or social-friendly cuts.
Format, proof, and prepare newsletters, event pages, and thought leadership for distribution.
Manage list segmentation and contact updates in HubSpot and Salesforce.
Run reports and assist with basic analytics tracking.
Support the setup of automated workflows and nurture streams.
Own the internal comms calendar; prepare and distribute internal communications across both offices as established in the marketing strategy.
Submit content for compliance review and manage approval timelines.
Help Compliance maintain an archive of approved materials and disclosures.
Build event registration pages, invitations, and pre- and post-event communications under the direction of the Director.
Support list management, reminders, and follow-up communications.
Coordinate logistics with internal events or administrative teams in Atlanta and Raleigh, where appropriate.
Capture content (photos, quotes, takeaways) in Atlanta for post-event social or recaps.
Help execute events for employees and clients.
Maintain marketing calendar and assist Director with meeting agendas, project trackers, and vendor coordination.
Provide QA for materials before publication.
Support special projects across markets (Atlanta + Raleigh).