Marketing Assistant

Location: Boston, MA (Hybrid)

Salary: $70,000–$80,000 Bonus

Are you a detail-oriented marketing professional looking to grow your career within the financial services industry? We are partnering with a prestigious Boston-based investment firm seeking a Marketing Assistant to support a fast-paced marketing and investor communications team. This is an excellent opportunity for someone with 1–3 years of experience who enjoys coordinating projects, events, communications, and marketing initiatives while working alongside senior professionals.

What You'll Do

• Support the execution of marketing campaigns, investor communications, and client engagement initiatives.
• Coordinate webinars, events, meetings, and marketing presentations from planning through execution.
• Manage invitations, attendee tracking, event logistics, and follow-up communications.
• Maintain and update CRM databases, ensuring accurate contact information and reporting.
• Assist with creating and distributing marketing materials, newsletters, presentations, and fund or product updates.
• Coordinate mailing lists and support targeted marketing outreach.
• Prepare customized meeting materials and presentation packages for clients and prospects.
• Partner with internal teams to ensure marketing projects are completed accurately and on schedule.
• Monitor shared inboxes and respond to inquiries or route requests appropriately.
• Track project timelines and help improve marketing and operational processes.
• Provide general administrative and project coordination support for the marketing team.

Qualifications

• Bachelor's degree required.
• 1–3 years of experience in marketing, marketing coordination, project coordination, or client communications.
• Financial services, investment management, banking, private equity, asset management, or wealth management experience is highly preferred.
• Experience using CRM platforms such as Salesforce or similar systems is a plus.
• Strong Microsoft Office skills, particularly Excel and PowerPoint.
• Excellent written and verbal communication skills.
• Exceptional organizational and project management abilities.
• Ability to manage multiple priorities in a deadline-driven environment.
• Detail-oriented with outstanding follow-through and a collaborative approach.

What We're Looking For

• A proactive self-starter who enjoys working in a fast-paced, team-oriented environment.
• Someone who thrives on organization, accuracy, and delivering exceptional service.
• Strong problem-solving skills with the ability to identify opportunities to improve processes.
• Professional presence with the confidence to interact across all levels of an organization.

Compensation & Benefits

• Salary: $70,000–$80,000
• Annual bonus opportunity
• Comprehensive benefits package
• Hybrid work environment
• Excellent career growth with a highly respected Boston financial services organization

If you're looking to build your marketing career with a leading financial services firm while gaining exposure to high-level marketing initiatives and client communications, we'd love to hear from you.