Responsibilities

• Facilitate, coordinate, and support the execution of marketing initiatives, including collateral, campaigns, and business development efforts that drive growth and market activation.
• Participate in strategic planning discussions to help define efficient, scalable approaches that support successful project delivery.
• Maintain visibility into project status across the team, including ownership transitions, compliance submissions, and approvals.
• Create and own repeatable processes that support market activation efforts across the full workflow from strategy through execution.
• Collaborate with data and analytics teams to define KPIs, track performance, and measure the impact on behalf of team’s active initiatives and campaigns.
• Manage quarterly updates to firmwide statistics used across prospecting and business development materials.
• Gather and synthesize performance data across initiatives to support team-wide reporting on quarterly and annual results.
• In collaboration with relevant team members and departments, coordinate applicable content, populate, and draft institutional RFPs in support of broad business development efforts.
• Collaborate with the firm’s institutional teams to support RFP-related efforts.

Requirements

• Bachelor’s degree in marketing, communications, business, or related field; advanced degree preferred.
• 3+ years of progressive experience in marketing, with a focus on institutional marketing including OCIO and traditional consulting services, metrics tracking, and copywriting and project management skills.
• Strong collaborator with experience partnering with teams on cross-functional projects.
• Proven ability to proactively manage complex timelines and workflows in a fast-paced environment with reliability and consistency.
• Comfort with ownership of oversight and coordination on large-scale projects involving various team members and departments.
• Excellent communication and relationship-building skills across diverse internal and external stakeholders.
• Data-informed mindset; able to translate performance metrics into actionable insights.
• Timely and clear communicator with strong communication skills and attention to detail.
• Experience in financial services, professional services, or other regulated industries preferred.
• Experience in financial services, professional services, or other regulated industries preferred.

Preferred

• Advanced degree preferred.
• Experience in financial services, professional services, or other regulated industries preferred.

Benefits

• comprehensive benefits package.