Marketing Associate

About the role

We are looking for an energetic Marketing Associate to communicate our firm’s investment philosophy, goals, and mission to existing and prospective clients.

Responsibilities

• First point of contact for all new prospective client engagements
• Work closely with the Marketing Director to help plan and coordinate all client and prospective client events
• Implement the firm’s marketing plan to support the achievement of firm growth aspirations
• Continuously build the Wheelhouse brand
• Report on and monitor the effectiveness of marketing initiatives

Skills

• Honesty, integrity, and accountability
• Superior communication skills
• Good understanding of the financial services industry
• Strong work ethic
• Flexibility