Responsibilities

• Brand & Marketing Execution
• Maintain brand consistency across digital platforms, print materials, presentations, and firm events.
• Prepare and manage marketing collateral for advisors and client-facing meetings.
• Translate advisor thought leadership into clear, compelling marketing content.
• Develop repeatable templates and workflows to support scalable marketing efforts.
• Support the execution of firm-wide marketing strategies in partnership with leadership.
• Coordinate with external vendors and partners (design, video, events, etc.) as needed to support marketing initiatives
• Digital Marketing & Content
• Social media planning, posting, and engagement across LinkedIn, Instagram, and YouTube.
• Support email marketing campaigns, newsletters, and website updates.
• Oversee content repurposed from podcasts, videos, events, and speaking engagements.
• Apply basic SEO and track performance metrics to refine content and campaigns.
• Monitor marketing performance and provide regular insights and recommendations to leadership.
• Evaluate new digital channels and content opportunities as appropriate to support growth.
• Events & Cross-Functional Collaboration
• Support firm events, campaigns, and launches through coordinated marketing materials and promotion.
• Partner with advisors and internal teams to support client-facing and growth initiatives.
• Manage marketing inboxes, requests, and timelines to ensure timely execution.
• Support marketing planning and execution before, during, and after firm events to maximize visibility and impact.
• Assist with documenting marketing processes and workflows to improve efficiency and scalability.

Requirements

• Bachelor’s degree in Marketing, Business, Communications, or a related field (or equivalent experience).
• 4+ years of experience in marketing or a related role.
• Strong organizational and communication skills with attention to detail.
• Ability to manage multiple projects in a fast-paced, collaborative environment.

Preferred

• Experience with social media platforms, email marketing tools, and basic analytics.
• Familiarity with content creation, branding, and digital marketing best practices.
• Experience supporting events, executive branding, or professional services firms.
• Proactive, self-starting mindset with a desire to grow and take ownership.

Benefits

• Benefits: Health, dental, vision, life, and disability, 401 (k) eligibility after one year employement during the open period.