What are the responsibilities and job description for the Senior Investor Relations & Marketing Associate position at Abacus Group, LLC?
Our client is an asset management firm. They seek a Senior Investor Relations & Marketing Associate to join their Westport, CT office.
Responsibilities
- Administer the distribution of existing marketing collateral and support the strategic development of digital, video, website, and investor-facing materials
- Direct timelines for content production and delivery of monthly, quarterly, and year-end marketing materials and investor communications
- Partner with investment, compliance, sales, and research teams to ensure accuracy and consistency across all marketing materials
- Develop content for email campaigns, presentations, LinkedIn posts, videos, and other communication channels
- Execute virtual and live event processes, including promotion, presentation preparation, technology setup, and onsite support
- Supervise the outside digital marketing contractor relationship, including project management, timelines, and vendor oversight
- Update the firm’s due diligence questionnaire and oversee completion of external DDQs on an ad-hoc basis
- Evaluate digital engagement metrics, website traffic, and client interaction data to support sales effectiveness
- Maintain industry databases and CRM systems, ensuring accurate product, firm, and client data while generating reports as needed
- Cultivate relationships with current and prospective investors, managing inbound inquiries, coordinating follow-up, supporting transactions, and assisting with meeting preparation and sales targeting efforts
Requirements
- Bachelor's Degree
- 8-10 years of experience in financial services, marketing, operations, client services, or investor relations
- Understanding of investor solutions and U.S wealth management
- Knowledge of digital content platforms (Canva, Adobe, WordPress, LinkedIn, Google)
- Excellent project management skills and ability to work effectively across teams
- Detail-oriented and highly analytical
- Strong interpersonal skills and professional demeanor
- Series 7 license is a plus
- CRM database experience is required
JobID: 47731
Salary : $140,000 - $170,000