Responsibilities

• Supporting client engagements related to marketing strategy, marketing operating models, marketing operations, performance measurement, and forecasting.
• Conducting research and analysis on Financial Services sectors, including Wealth & Asset Management, Banking & Capital Markets, and Insurance, as well as emerging trends in marketing and customer experience.
• Assisting with the development of client deliverables, including customer journey maps, segmentation frameworks, campaign strategies, account-based marketing (ABM) playbooks, onboarding experiences, and performance dashboards.
• Gathering, organizing, and analyzing data to support B2B, B2C, and B2B2C marketing initiatives.
• Leveraging AI-enabled tools and platforms to accelerate research, content development, analysis, and insight generation.
• Supporting the creation of proposals, thought leadership, practice development materials, and internal knowledge assets.
• Collaborating effectively with multidisciplinary teams of strategists, designers, technologists, and data professionals to deliver client value.

Requirements

• A bachelor's degree in Marketing, Business, Communications, Data Analytics, Economics, or a related field.
• 0–2 years of relevant experience in marketing, consulting, analytics, Financial Services, or a related area. Internship experience is acceptable.
• Experience working with Excel and analyzing data to support business decisions.
• Exposure to data visualization and analytics tools such as Power BI, Tableau, or SQL is preferred.
• Familiarity with AI-enabled tools and platforms, including ChatGPT, Microsoft Copilot, Claude, Gemini, Replit, or similar technologies.
• Demonstrated interest in marketing, customer experience, and Financial Services.
• Willingness and ability to travel as needed to meet client requirements.

Preferred

• Coursework, certifications, internships, or project experience related to digital marketing, CRM, analytics, marketing technology, AI, or prompt engineering.
• Exposure to Wealth & Asset Management, Banking & Capital Markets, or Insurance industries.
• Understanding of marketing technologies such as customer data platforms (CDPs), marketing automation platforms, and customer engagement solutions.
• Interest in how AI is transforming marketing operating models, customer engagement, and business growth.

Benefits

• medical and dental coverage
• pension and 401(k) plans
• a wide range of paid time off options