Responsibilities

• Content Creation & Brand Support
• Assist in the development of original marketing content for various channels including web, email, social media, collateral and presentations
• Write clear, engaging and brand-consistent copy for client communications, campaign messaging and internal initiatives
• Design and customize client-facing deliverables such as pitch decks, planning templates and handouts using established brand guidelines
• Contribute to the creation and refinement of content calendars, ensuring timely delivery of key initiatives
• Social Media & Community Management
• Manage the firm’s social media platforms, including post scheduling, comment monitoring and audience engagement
• Collaborate with internal stakeholders to curate and repurpose thought leadership content
• Monitor trends and competitor activity to provide recommendations that improve reach and engagement
• Cross Departmental Collaboration & Project Management

Requirements

• Bachelor’s degree in finance, marketing, communications, graphic design or a related field
• 2+ years of experience in a marketing or communications role; financial services industry experience is a plus
• Strong writing and editing skills with attention to tone, clarity and detail
• Proficient in Canva, Adobe Creative Suite, Microsoft Office and social media management platforms including Sprout Social
• Experience with CRM or marketing automation platforms (e.g., HubSpot, Salesforce) a plus
• Excellent written, verbal and interpersonal communication skills
• Highly organized and detail‑oriented; able to manage multiple priorities, tasks and deadlines concurrently
• Strong analytical mindset and curiosity for marketing metrics and performance data
• Professional demeanor with an uncompromising respect for discretion and confidential matters
• Able to work both independently and as part of cross‑functional teams; demonstrated ability to execute projects or workstreams and follow through to completion