Responsibilities

• Serve as the primary marketing contact for assigned advisor and portfolio management teams, building strong relationships and understanding each team’s client service and growth objectives.
• Coordinate the development of customized marketing materials, presentations, communications and client-facing collateral.
• Support team business development initiatives, including prospect campaigns, referral programs and networking opportunities.
• Collaborate with advisors and teams to identify marketing opportunities aligned with target client segments and strategic priorities.
• Execute client communication strategies, including market updates, invitations and announcements.
• Ensure communications reflect the firm’s brand standards while supporting team-specific relationship goals.
• Coordinate with subject matter experts to develop timely and relevant client content.
• Plan and execute client events and post-event follow-up and reporting.
• Partner with teams to deliver high-quality experiences that strengthen client relationships and support new business opportunities.
• Manage project timelines and coordinate with internal creative, digital, events and compliance partners.

Requirements

• Bachelor’s degree in Marketing, Communications, Business or related field.
• 2–4 years of experience in marketing, client engagement, communications, events or business development, preferably within financial services, wealth management, professional services or another relationship-driven industry.
• Exceptional written and verbal communication skills.
• Strong project management and organizational abilities with excellent attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office and familiarity with CRM and marketing automation platforms is a plus.

Preferred

• The successful candidate is: Client-focused and service-oriented.
• An excellent relationship builder who enjoys partnering with advisors and cross-functional teams.
• Proactive, resourceful and comfortable managing multiple concurrent projects.
• Highly organized with strong follow-through.
• Curious about wealth management and motivated to continuously learn the business.

Benefits

• comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.