Responsibilities

• Translate advisor goals and often loosely defined requests 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 and report on campaign performance, identifying opportunities to improve results
• Monitor timelines and ensure campaigns are launched accurately and on schedule
• Track campaign performance against budget and identify opportunities to improve efficiency
• Collaborate with internal teams (marketing, operations, design) to execute campaigns effectively
• 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 of experience in a marketing or campaign execution role
• 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

Benefits

• Competitive salary and equity package
• Unlimited PTO + paid company holidays
• Access to holistic medical, dental, and vision plans
• Company 401(k), Commuter, and HSA/FSA plans
• NYC office in the heart of Manhattan
• Lunch and snacks provided in the office
• Access to virtual mental health care (Spring Health), vision related benefits (XP 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)