Marketing & Communications Associate

Responsibilities

• Prepare and update client and internal communications such as emails, newsletters, and announcements using firm‑approved templates
• Support execution of assigned marketing campaigns and deliverables
• Prepare marketing materials including presentations, pitch decks, flyers, and basic collateral
• Coordinate logistics for client events, seminars, and marketing activities (e.g., scheduling, materials, invitations, follow‑up support)
• Assist with event related communications and post event follow‑up tasks
• Support social media activity where permitted, including drafting, scheduling, and posting pre‑approved content
• Assist with coordinating and tracking updates to approved digital platforms (e.g., website content, email campaigns)
• Coordinate with external vendors related to marketing activities (e.g., printers, event vendors, approved marketing partners) following established processes
• Maintain marketing materials, vendor information, and activity records in firm‑approved systems
• Ensure all marketing materials, communications, events, and social media activity adhere to advertising, supervision, and compliance requirements

Requirements

• Strong written and verbal communication skills
• Ability to follow established guidelines, templates, and instructions
• Strong organizational skills and attention to detail
• Ability to manage multiple assigned tasks and deadlines
• Working knowledge of Microsoft Office (Word, Excel, PowerPoint)
• Comfort working in a regulated, compliance‑driven environment
• High school diploma or equivalent
• Some college or prior marketing, communications, or administrative support experience

Benefits

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind