Marketing & Private Wealth Associate

About Brandywine Oak

Brandywine Oak Private Wealth is a growing registered investment advisory firm dedicated to helping affluent families plan and manage all aspects of their financial lives. We simplify complex financial decisions and deliver responsive, highly personalized service so our clients can focus on what matters most to them.

Position Overview

The Marketing and Private Wealth Associate supports both the firm’s marketing initiatives and day-to-day client service operations. The role is approximately 50 percent marketing and 50 percent administrative and client-service support, with responsibilities shifting throughout the year based on firm priorities and events. This position is ideal for a highly organized, resourceful professional who enjoys varied responsibilities, collaborates effectively in a fast-paced environment, and is excited to grow alongside an entrepreneurial firm.

Key Responsibilities

Marketing & Events

· Execute marketing projects and maintain calendars, deadlines, compliance approvals, and deliverables.

· Support newsletters, social media, videos, website content, email campaigns, copywriting, Canva design, and visual branding.

· Assist with regular in-person and virtual client events by coordinating speakers, vendors, invitations, registration, materials, technology, day-of set-up, attendee tracking and recordkeeping.

· Maintain the firm’s Google Business Profile and assist with SEO, AIO, and other digital marketing initiatives.

· Use AI technology for content creation, workflows, and process improvements

· Work with third-party vendors to support sponsorships, charitable initiatives, awards, media opportunities, photography, and marketing expenses.

· Manage client appreciation initiatives, including gifting, seasonal mailings, charitable drives, and other client experience projects.

· Submit and maintain records of all marketing materials through the firm’s compliance approval process

Administrative Support

· Serve as a responsive point of contact for clients, answer incoming calls, and help address client questions and service needs.

· Process and track account openings, transfers, distributions, deposits, charitable distributions, and other client requests.

· Support client meeting scheduling, preparation, follow-up, and workflow management.

· Maintain accurate client records and documentation, monitor outstanding items, and help ensure projects are completed accurately and on time.

· Communicate professionally with clients regarding paperwork, account information, deadlines, and service requests.

· Support prospective-client engagement and assist the broader client-service team with administrative projects.

· Facilitate quarterly estimated-tax payments in coordination with the firm’s tax practice.

· Assist with office operations, including mail, supplies, and other shared administrative needs.

· Follow applicable regulatory, compliance, privacy, confidentiality, and risk-management requirements.

Qualifications and Competencies

· Required: 1-3 years of experience in marketing, client service, financial services, or a related field

· Required: Previous experience working in a corporate business setting

· Experience with design of marketing materials using Canva is preferred

· Proficiency with AI tools such as Chat GPT, Claude, and/or Co-Pilot is preferred

· Proficiency with Microsoft Office required

· Highly organized, detail-oriented, professional, and able to manage multiple priorities without compromising accuracy.

· Strong written and verbal communication, proofreading, resourcefulness, and problem-solving skills.

· Self-starter who learns quickly, exercises sound judgment, and performs well in a fast-paced, entrepreneurial environment, and is comfortable learning and using new technology

· Experience with the following platforms is a plus, but not required: WealthBox, Fidelity Wealth Management Services/Wealthscape, Tamarac, Constant Contact, Google Business Profile, Zoom, Eventbrite, and Social Media Platforms (LinkedIn, YouTube, Meta Business Suite)

Growth Opportunity

The role will initially emphasize execution, organization, and learning Brandywine Oak’s brand, business, and client-service standards. Over time, the associate may have the opportunity to take greater ownership and creative direction over marketing initiatives and/or assume increased responsibility for client-service and administrative operations. Potential career paths may include Marketing Manager or Senior Private Wealth Associate.

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

Experience:

• business, marketing, or finance: 1 year (Required)
• AI: 1 year (Preferred)

Ability to Commute:

• Kennett Square, PA 19348 (Required)

Work Location: In person