Marketing Associate

Description

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. 
• Monitor social media analytics and recommend strategies to improve performance and audience engagement. 
• 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. 
• Maintain and update website content, landing pages, and digital marketing assets as needed. 
• Edit and produce high-quality video content for marketing campaigns, social media, advisor communications, and internal initiatives using video editing platforms such as Riverside and other content creation tools.
• Partner with internal departments and advisor-facing teams to develop marketing materials supporting recruiting and advisor growth initiatives. 
• Assist with branding initiatives to ensure consistency across all marketing materials and communication channels. 
• Utilize Canva and other design platforms to develop visually compelling marketing assets. 
• 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. 
• Maintain marketing asset libraries, templates, brand standards, and digital content repositories. 
• 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 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.

Benefits

• 401(k) matching
• Dental Insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance