Marketing Generalist New York, NY

ESRhealthcareNew York, NY
1dHybrid

About The Position

The Solutions Marketing team is seeking a highly organized and creative Marketing Generalist for a temporary role (6 to 12 months). This position is responsible for managing marketing materials, supporting advisor communications, maintaining the Eagle Advisor internal website, coordinating with external vendors to deliver high-quality, compliant marketing resources, and other general marketing activities. This role is ideal for someone who enjoys juggling multiple projects at once, is comfortable working in a fast-paced environment, and can balance creativity with strong attention to detail and compliance requirements.

Requirements

  • Must-Have Skills / Experience (Non-Negotiable): o Experience with Eloqua o Ability to multitask o Strong relationship management skills for working with outside vendors o Proofreading and attention to detail o Works well independently; can create emails and posts without much direction o Ability to make updates and curate content on internal websites
  • 3+ years of experience in marketing, communications, or a similar role (internships and contract roles considered).
  • Strong organizational and project management skills; proven ability to manage multiple projects and priorities at once.
  • Excellent written and verbal communication skills.
  • Comfort working in a structured, compliance-focused environment.
  • Ability to learn and use tools such as email marketing platforms, content management systems (CMS), and basic productivity and collaboration tools (e.g., Microsoft 365, Workfront, etc.).
  • Strong attention to detail and ability to meet deadlines consistently.

Nice To Haves

  • Experience in financial services, wealth management, or another highly regulated industry.
  • Familiarity with marketing compliance, disclosures, and review processes.
  • Experience managing or updating internal websites or intranets.
  • Previous experience coordinating with external vendors or agencies.

Responsibilities

  • Maintain an up-to-date inventory of marketing materials (digital and print) used by Eagle Advisors.
  • Track and manage renewal dates for all materials to ensure they are reviewed and updated in line with compliance standards.
  • Coordinate with compliance and other internal stakeholders to revise and retire content as needed.
  • Schedule and send timely email communications to Eagle Advisors announcing: o Upcoming webinars and events o Process or workflow changes o Notable changes in the financial landscape o Updates or enhancements to the Eagle Advisor internal website
  • Ensure all communications are clear, accurate, and aligned with brand and compliance guidelines.
  • Regularly update content on the Eagle Advisor internal website, including: o New marketing resources o Announcements, news, and internal updates o Resource categorization and navigation improvements
  • Partner with internal stakeholders to ensure content is current, easy to find, and useful for advisors.
  • Work with outside vendors and partners to support the development of marketing resources (e.g., brochures, digital assets, presentations, campaign materials).
  • Oversee the process of publishing approved resources to the internal website and communicating availability to advisors.
  • Manage multiple marketing projects simultaneously, tracking deadlines, dependencies, and status updates.
  • Help improve and document processes for marketing content management, communication workflows, and vendor coordination.
  • Support ad hoc marketing initiatives as assigned.
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