Marketing Associate

*location easily commutable from Manhattan

Key Responsibilities

• Support the execution of integrated marketing initiatives spanning digital, email, events, paid media, and print.
• Maintain campaign calendars, timelines, and performance dashboards across multiple workstreams.
• Drive lead-generation and client-conversion efforts through data-driven segmentation and program optimization to improve ROI and engagement.
• Ensure brand consistency and compliance across all materials and communications.
• Partner with internal teams including Product, Legal, Compliance, and Distribution to ensure timely and accurate delivery of marketing programs.
• Manage workflows across channels to align with broader brand and business objectives.

• Track and analyze campaign performance, sharing insights to inform future initiatives.

• Qualifications

• Bachelor's degree in Marketing, Communications, Business, or related discipline.
• 2–5 years of marketing experience within asset or wealth management.
• Strong understanding of U.S. wealth distribution channels, including RIA, broker/dealer, and independent advisor networks.
• Familiarity with investment products and solutions preferred.
• Demonstrated ability to manage complex, cross-channel marketing campaigns.
• Proficiency with marketing and analytics tools such as Google Analytics, Salesforce, HubSpot, Seismic, Constant Contact, or Adobe Creative Suite.
• Strong communication and organizational skills with attention to detail.
• Experience with SEO, SEM, and paid-media strategy is a plus.