Marketing Associate

Responsibilities

• Create engaging marketing content for digital, print, email, web, and social media platforms.
• Research industry trends, competitor activity, and marketing best practices to identify opportunities for innovation.
• Design marketing collateral, presentations, advertisements, newsletters, brochures, infographics, and other branded materials.
• Manage the firm's social media presence across platforms including LinkedIn, Facebook, X, Instagram, and other relevant channels.
• Develop and execute social media content calendars and campaign strategies that increase engagement and brand awareness.
• Maintain and update website content, landing pages, and digital marketing assets as needed.
• Create, distribute, and optimize email marketing campaigns utilizing HubSpot or similar marketing automation platforms.
• Segment marketing audiences and analyze campaign performance to improve engagement and conversion rates.
• Utilize Canva and other design platforms to develop visually compelling marketing assets.
• Partner with internal departments and advisor-facing teams to develop marketing materials supporting recruiting and advisor growth initiatives.
• Aid in branding initiatives to ensure consistency across all marketing materials and communication channels.
• Leverage artificial intelligence tools to improve content creation, marketing efficiency, campaign development, and workflow automation while maintaining brand standards.
• Assist with planning and execution of conferences, advisor events, webinars, and other marketing initiatives.
• Track organic campaign performance, website analytics, social media metrics, and email marketing results while providing recommendations for continuous improvement.
• Collaborate with external vendors, agencies, and technology partners as needed.
• Support additional marketing initiatives and special projects as assigned.

Qualifications

• Bachelor's degree in Marketing, Communications, Business, Graphic Design, Public Relations, or related field preferred.
• Minimum of 2-5 years of progressive marketing experience.
• Experience within the wealth management, Registered Investment Advisor (RIA), broker-dealer, financial services, or related industry preferred.
• Demonstrated experience managing social media platforms and developing social media marketing strategies.
• Experience creating and executing email marketing campaigns utilizing HubSpot or similar marketing automation platforms.
• Proficiency with Canva or comparable graphic design software.
• Experience utilizing social media management platforms (such as Hootsuite, Sprout Social, Buffer, Later, or similar tools).
• Experience creating marketing collateral, presentations, digital content, and branded communications.
• Familiarity with website content management systems (CMS) and basic SEO principles preferred.
• Experience leveraging artificial intelligence tools to improve marketing content creation and productivity preferred.
• Advanced proficiency with Microsoft Office Suite, including PowerPoint, Excel, Word, and Outlook.
• Excellent written, verbal, organizational, and project management skills.
• Strong attention to detail with the ability to manage multiple priorities in a fast-paced environment.
• Creative mindset with strong visual design and communication abilities.
• Ability to work independently while collaborating effectively across multiple departments.