Responsibilities

• Support the development and implementation of integrated, multi-channel marketing strategies aligned with business and firmwide growth objectives.
• Assist in the execution of marketing plans and campaigns that support key client segments and distribution priorities.
• Support audience targeting and segmentation efforts, leveraging insights and analytics to enhance personalization, improve engagement, and optimize marketing effectiveness.
• Contribute to the development and activation of integrated marketing programs that drive awareness, engagement, and conversion across the client lifecycle.
• Collaborate with sales teams, client-facing partners, and internal stakeholders to support marketing initiatives aligned with business priorities.
• Coordinate with colleagues across Digital, Events, Content, Creative, Analytics, and other teams to support the execution of cross-functional marketing initiatives and deliver cohesive client experiences across channels.
• Support campaign and program measurement efforts, leveraging data, feedback, and insights to identify opportunities for optimization and continuous improvement.
• Maintain a test-and-learn mindset, helping refine campaigns and programs based on performance data, client feedback, and market insights.
• Embrace and help implement innovative tools, technologies, and ways of working that enhance marketing effectiveness and scalability.
• Manage multiple projects and deliverables while balancing competing priorities and deadlines.

Requirements

• Bachelor’s degree required.
• 3+ years of experience in asset management, wealth management, financial services, or related marketing roles.
• Familiarity with intermediary, institutional, and/or advisor client segments.
• Experience supporting and executing integrated marketing programs across digital, content, events, paid media, and sales enablement channels.
• Experience collaborating with sales teams, business partners, and/or internal stakeholders.
• Experience leveraging data, marketing technology, automation, and analytics to improve marketing effectiveness and efficiency.
• Interest in applying innovative tools, including AI, to improve campaign performance, scalability, and ways of working.
• Understanding of client engagement strategies and investment decision-making processes.
• Knowledge of investment products (e.g., Models, Alternatives, Municipals, SMAs, ETFs) desirable.
• Experience supporting digital marketing initiatives, campaign execution, project management, and performance measurement.

Preferred

• Agile marketing experience is desirable.
• Knowledge of investment products desirable.