We are seeking an entry-level Marketing Associate to join our dynamic team. This individual will play a crucial role in supporting our marketing efforts, ensuring effective communication with current clients and outreach to potential clients. The Marketing Associate will report to the CMO and will work closely with the Director of Marketing and Communications.

Key Responsibilities:

- Support the firm’s marketing initiatives and communication strategies.

- Manage day-to-day marketing tasks, for example, keeping collateral and the website updated. 

- Work with subject matter experts and Financial Advisors to create timely internal and external communications, ensuring consistency, quality, approval from compliance prior to publication, and general proofreading. 

- Support social media management.

- Assist with content calendar creation and distribution, online directories, and industry awards and recognitions.

- Handle basic graphic design tasks as needed.

- Assist with the production of video and photography content.

- Conduct research on competitors and market trends.

- Participate in meetings with outside agencies, for example, public relations and website management discussions.

- Analyze and work with data from the CRM system.

- Utilize email marketing tools and web management tools.

- Bachelor’s degree in Marketing, Communications, or a related field.

- Relevant experience, such as a marketing internship, preferred.

- Proficient with Microsoft Suite, especially PowerPoint

- Graphic design and video editing skills (e.g., Canva, Illustrator, InDesign, Premier Pro) are a plus.

- Experience with email marketing (e.g., Constant Contact, HubSpot), web management (e.g., WordPress, WIX), and CRM (e.g., Salentica, Salesforce) is a plus.

- Excellent written and verbal communication skills.

- Detail-oriented.

- Strong organizational and project management skills.

- Ability to work independently and as part of a team.

- Basic knowledge of the wealth management industry is a plus