Marketing & Business Development Associate

SWEENEY FINANCIAL MANAGEMENT

575 Front Street | Manchester, NH | www.sfmllc.net

MARKETING ASSOCIATE – FINANCIAL SERVICES

Full-Time | Manchester, NH | In-Office

$60,000 - $80,000 Annual Bonus

Sweeney Financial Management is a fee-only, fiduciary registered investment advisor managing approximately $410 million in assets under management. We are 100% partner-owned, independent, and built on a foundation of objective, long-term financial advice. We custody assets at Charles Schwab and serve clients across the Northeast and other parts of the country. We are growing, and we are looking for a motivated marketing professional to help us amplify our brand, deepen client loyalty, and drive organic growth.

As Marketing Associate, you will be the engine behind our marketing operations, bridging high-level strategy and daily execution. You will own the firm’s multi-channel marketing calendar, manage our brand presence across digital and print channels, support business development initiatives, and work together with our advisors and firm leadership to drive measurable growth. This is a high-visibility role with direct impact on the firm’s next chapter.

Campaign Management & Content

•    Lead end-to-end execution of email marketing, including client newsletters, market commentaries, and planned and unplanned client touchpoints

•    Own the firm’s social media presence, adapting long-form content, articles, videos, and market updates into platform-specific posts that drive engagement and establish authority

•    Develop compelling written content that translates complex financial topics into clear, engaging, and compliance-appropriate copy

•    Maintain a consistent publishing cadence across all channels in alignment with the firm’s marketing calendar

Brand & Design

•    Create and manage Sweeney Financial Management’s style guide, serving as the final gatekeeper for brand consistency across all visual and written communications

•    Ensure all marketing materials, digital and print, reflect the firm’s modern professional aesthetic and fiduciary brand identity

•    Produce or coordinate design of collateral, including pitch materials, event promotions, client handouts, and advisor-facing sales tools

Events & Business Development Support

•    Manage logistics and promotion for webinars, seminars, and exclusive client events to drive high attendance and positive ROI

•    Provide advisors with the digital tools and collateral needed to convert prospects and generate referrals

•    Support organic growth initiatives, including COI outreach campaigns, prospect nurture sequences, and referral programs

Required

•    Bachelor’s degree in Marketing, Communications, Business, or a related field

•    3 years of marketing experience, ideally within financial services, wealth management, or professional consulting

•    Hands-on experience with CRM systems and marketing automation platforms

•    Strong editorial skills with the ability to write clearly about complex financial topics for a sophisticated audience

•    Proficiency with graphic design, email marketing, and website management tools

•    Proven ability to manage multiple high-priority projects with precision and consistently meet deadlines

•    Self-starter who takes ownership, works independently, and thrives in a small, collaborative team environment

Preferred

•    Experience marketing within a registered investment advisor (RIA), broker-dealer, or financial planning firm

•    Familiarity with compliance considerations in financial services marketing (FINRA, SEC, or state RIA guidelines)

•    Experience with basic video editing and AI-driven marketing tools

•    $60,000 - $80,000 commensurate with experience

•    Annual performance bonus tied to marketing and firm growth metrics

•    Health insurance contribution

•    Retirement plan with firm contribution

•    Professional development support including relevant certifications and industry conferences

•    Direct collaboration with firm leadership in a high-visibility, high-impact role

•    Collaborative, stable, and mission-driven work environment

We are not a big-box brokerage or a PE-backed roll-up. We are an independent firm that has spent nearly three decades building genuine client relationships rooted in fiduciary advice. Our brand is being actively invested in and modernized and the person who joins us in this role will have real ownership over how that brand shows up in the world.

If you are a creative, detail-oriented marketer who wants to do meaningful work at a firm that genuinely puts clients first we want to hear from you.

Send your resume, a brief cover letter, and if available, one or two examples of marketing work you’re proud of to:

careers@sfmllc.net

Cover letters that speak directly to your experience in financial services marketing or your interest in the wealth management space will stand out. We read every application.

• Sweeney Financial Management is an equal opportunity employer.