Client Marketing Associate

Responsibilities

• Own marketing strategy and content execution for a portfolio of advisor clients, acting as a strategic partner and de facto marketing lead for each.
• Lead regular strategy sessions with advisors to proactively shape and guide their marketing directions into clear, actionable marketing plans and campaigns
• Execute marketing initiatives across channels including email, social, digital, and events
• Leverage AI tools to accelerate campaign execution, improve content quality, and increase overall efficiency
• Manage multiple advisor relationships, balancing priorities and ensuring consistent delivery across accounts
• Track campaign performance and budget, reporting results and identifying opportunities to improve efficiency
• Monitor timelines and ensure campaigns are launched accurately and on schedule
• Own the strategy and execution of campaigns, partnering cross-functionally with marketing, operations, and design to drive results.
• Prioritize work across multiple advisors and campaigns based on impact, timelines, and business needs
• Maintain organized records of campaigns, performance metrics, and ongoing initiatives

Requirements

• Bachelor’s degree in Marketing, Business, Communications, or a related field.
• 2-5 years leading marketing strategy and content for clients or accounts
• Experience presenting to and managing relationships with clients or senior stakeholders
• Comfort operating in a client-facing, multi-account environment (agency-style or similar)
• Experience executing campaigns across one or more channels (email, social, paid, events, etc.)
• Strong organizational skills and ability to manage multiple projects simultaneously
• Ability to use data to track performance, identify issues, and recommend improvements
• Experience using marketing and AI tools (e.g., HubSpot, ChatGPT, Claude, or similar) to support workflows such as content creation, research, or campaign execution
• Strong communication skills, especially in client-facing or cross-functional environments

Preferred

• Experience in an agency or multi-client environment
• Familiarity with CRM and marketing automation tools
• Exposure to financial services or wealth management
• Execution Focus: Able to take ideas and turn them into high-quality, on-time campaigns
• Structured Thinking: Can break down ambiguous requests into clear next steps
• Ownership: Takes responsibility for outcomes and follows through without constant direction
• AI Fluency: Uses AI tools effectively to increase speed, quality, and output, not just as a shortcut, but as part of their workflow
• Adaptability: Comfortable managing multiple priorities and shifting timelines
• Attention to Detail: Ensures accuracy across campaigns, timelines, and reporting
• Communication: Able to clearly manage expectations with advisors and internal teams

Benefits

• Competitive salary and equity package
• We offer a generous relocation package to help top talent make the move to our NYC office
• Unlimited PTO + paid company holidays
• Access to holistic medical, dental, and vision plans
• Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
• NYC office in Union Square
• Lunch and snacks provided in the office, & dinner if you stay late
• Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care
• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)