Marketing & Communications Associate

The Marketing & Communications Associate provides execution and coordination support for

marketing, communications, and branding activities. The role focuses on preparing materials,

coordinating marketing activities, and supporting events and communications using firm‑approved

tools, templates, and processes to support client engagement and business development.

This position does not make sales, maintain a book of business, or provide financial advice or

recommendations to clients. Licensing is not required.

Core Responsibilities:

• Prepare and update client and internal communications such as emails, newsletters, and

announcements using firm‑approved templates

• Support execution of assigned marketing campaigns and deliverables
• Prepare marketing materials including presentations, pitch decks, flyers, and basic collateral
• Coordinate logistics for client events, seminars, and marketing activities (e.g., scheduling,

materials, invitations, follow‑up support)

• Assist with event related communications and post event follow‑up tasks
• Support social media activity where permitted, including drafting, scheduling, and posting

pre‑approved content

• Assist with coordinating and tracking updates to approved digital platforms (e.g., website

content, email campaigns)

• Coordinate with external vendors related to marketing activities (e.g., printers, event vendors,

approved marketing partners) following established processes

• Maintain marketing materials, vendor information, and activity records in firm‑approved systems
• Ensure all marketing materials, communications, events, and social media activity adhere to

advertising, supervision, and compliance requirements

• Participate in regular check‑ins to review assigned tasks, timelines, and priorities

Required Knowledge, Skills, and Abilities:

• Strong written and verbal communication skills
• Ability to follow established guidelines, templates, and instructions
• Strong organizational skills and attention to detail
• Ability to manage multiple assigned tasks and deadlines
• Working knowledge of Microsoft Office (Word, Excel, PowerPoint)
• Comfort working in a regulated, compliance‑driven environment

Minimum Required Education & Experience:

• High school diploma or equivalent
• Some college or prior marketing, communications, or administrative support experience

preferred

Travel Requirements: 0%

The salary for this position is $55,000-$60,000.