Marketing Associate

About the role

The Marketing Associate will work directly with our advisors as their marketing partner, understanding their goals, managing projects, and delivering solutions that help them grow their practice. This role plays a pivotal role in supporting both our overarching brand and a large team of advisors.

Responsibilities

• Direct engagement with advisors to determine marketing resources available to address their marketing goals and needs
• Project manage engagements to ensure details are accounted for and are completed on time and within budget
• Collaborate with advisors to develop custom marketing materials
• Develop compelling copy and identify relevant articles for digital channels and campaigns
• Continuous learning and ownership of marketing topics to improve overall marketing program effectiveness and performance

Requirements

• Minimum of 3 years as a marketing associate or relevant experience (preferably in a marketing agency or financial services setting)
• Experience writing marketing content
• Experience in measuring the effectiveness of marketing initiatives
• Excellent written and verbal communication skills
• Ability to work both independently and as part of a team
• Strong organization and time management skills
• Meticulous attention to detail and accuracy
• Experience with Slack, Google Workspace, Word, Excel, and PowerPoint is preferred

Qualifications

Competitive compensation package that rewards impact, ground-floor opportunity at a fast-scaling startup, chart your own growth path as we expand, full health benefits + 401(k) matching & Roth IRA options, unlimited PTO.