Marketing Associate

Responsibilities

• Ensure marketing materials, including standalone materials, presentations, and resources, are regularly maintained and updated as needed to meet brand & compliance requirements
• Help maintain the internal content library to ensure sales & service can easily access accurate and current presentations, resources, and materials
• Prepare new business, Advisor-specific, and educational presentations for sales, both hard copy and electronically
• Oversee the process of automated materials, including data mapping, template management, compliance retention, and ensuring materials remain high quality in design, efficiency, and accuracy
• Manage and optimize marketing automation initiatives, including email campaigns, workflows, audience segmentation, and lead nurturing programs to drive engagement and conversions.
• Analyze campaign performance and engagement metrics to develop actionable insights, create reporting dashboards, and improve marketing effectiveness across channels.
• Support digital marketing and virtual event execution by managing content distribution, optimizing landing pages and website conversions, and collaborating cross-functionally to maximize marketing automation capabilities.

Requirements

• Bachelor’s degree in Marketing, Business Administration, Communications, Finance, or a related field
• 2+ years of marketing experience preferred, including experience with marketing automation platforms
• Proficiency in Adobe Creative Suite; familiarity with HTML and CSS preferred
• Experience with enterprise content management systems, SEO/SEM, social media, email marketing, or copywriting is a plus
• Experience with Seismic, Salesforce, Asana, Orchard CMS, HubSpot, or similar platforms preferred
• Strong analytical, organizational, and time management skills with the ability to manage multiple priorities in a fast-paced environment
• Results-oriented self-starter with strong attention to detail and a proven work ethic
• Excellent written, verbal, and interpersonal communication skills with the ability to collaborate effectively in a team-oriented environment