Marketing & Private Wealth Associate

Responsibilities

• Execute marketing projects and maintain calendars, deadlines, compliance approvals, and deliverables.
• Support newsletters, social media, videos, website content, email campaigns, copywriting, Canva design, and visual branding.
• Assist with regular in-person and virtual client events by coordinating speakers, vendors, invitations, registration, materials, technology, day-of set-up, attendee tracking and recordkeeping.
• Maintain the firm’s Google Business Profile and assist with SEO, AIO, and other digital marketing initiatives.
• Use AI technology for content creation, workflows, and process improvements
• Work with third-party vendors to support sponsorships, charitable initiatives, awards, media opportunities, photography, and marketing expenses.
• Manage client appreciation initiatives, including gifting, seasonal mailings, charitable drives, and other client experience projects.
• Submit and maintain records of all marketing materials through the firm’s compliance approval process
• Serve as a responsive point of contact for clients, answer incoming calls, and help address client questions and service needs.
• Process and track account openings, transfers, distributions, deposits, charitable distributions, and other client requests.

Requirements

• 1-3 years of experience in marketing, client service, financial services, or a related field
• Previous experience working in a corporate business setting
• Experience with design of marketing materials using Canva is preferred
• Proficiency with AI tools such as Chat GPT, Claude, and/or Co-Pilot is preferred
• Proficiency with Microsoft Office required
• Highly organized, detail-oriented, professional, and able to manage multiple priorities without compromising accuracy.
• Strong written and verbal communication, proofreading, resourcefulness, and problem-solving skills.
• Self-starter who learns quickly, exercises sound judgment, and performs well in a fast-paced, entrepreneurial environment, and is comfortable learning and using new technology
• Experience with the following platforms is a plus, but not required: WealthBox, Fidelity Wealth Management Services/Wealthscape, Tamarac, Constant Contact, Google Business Profile, Zoom, Eventbrite, and Social Media Platforms (LinkedIn, YouTube, Meta Business Suite)

Benefits

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance