Senior Associate High Net Worth Marketing

Responsibilities

• Support the creation and refresh of marketing communications for high net worth clients across key moments in the client journey
• Help plan and execute acquisition and engagement campaigns in partnership with marketing, communications, and channel teams
• Coordinate inputs, timelines, and deliverables across cross-functional stakeholders to support on-time execution
• Compile campaign performance results and track key metrics to understand what is working and where to improve
• Support ongoing optimization by identifying trends, insights, and opportunities to strengthen future communications
• Help maintain content consistency across the portfolio by supporting messaging alignment and reuse where appropriate
• Assist with content reviews, approvals, and documentation to support brand and regulatory guidelines
• Contribute to distribution and channel readiness by ensuring content is accurate, complete, and client-ready
• Support testing and learning efforts by helping document hypotheses, results, and recommended next steps
• Maintain organized campaign materials and reporting artifacts for easy access and auditability

Requirements

• 3–5 years of experience in product marketing, acquisition marketing, or client communications
• Experience supporting marketing for credit cards, financial services, or affluent client segments
• Strong writing, editing, and messaging skills with attention to detail
• Ability to work collaboratively across teams and manage multiple priorities in a fast-paced environment
• Comfort with performance tracking, reporting, and using insights to improve future work
• Understanding of client journeys and how communications support acquisition and engagement outcomes
• Experience supporting content governance, including reviews and approval processes
• Strong organizational and project coordination skills, including timeline and stakeholder management
• Clear and professional verbal communication skills
• A creative, solution-oriented mindset with strong execution focus

Preferred

• Experience with lifecycle marketing (onboarding, engagement, retention) for premium or affluent segments
• Familiarity with channel execution across email, direct mail, digital, and in-app experiences
• Experience supporting testing and optimization (for example, message or offer testing)
• Comfort working with marketing measurement approaches and basic analytics concepts
• Experience partnering with product, legal, risk, or compliance stakeholders during delivery

Benefits

• comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more