Responsibilities

• Ensure all visual content aligns with the firm’s brand guidelines, tone and aesthetic.
• Design graphics and layouts for social media, email templates, landing pages, web assets and brand collateral.
• Service as a brand guardian, maintain consistency across internal and external platforms.
• Evolve the brand system with cohesive design enhancements, templates and toolkits that adhere to published standards.
• Design and produce persuasive presentations (storyboarding, master slides, data visualization, GIFs; copy provided).
• Create marketing collateral including one-pagers, infographics, banners, social assets and print-ready files.
• Prepare and maintain editable templates (slides, emails, graphic templates) and version control.
• Produce internal communications and event collateral: flyers, signage, invitations, banners and branded items.
• Iterate rapidly on feedback and deliver final assets with organized files and clear handoffs.
• Assemble webpages in CMS or page-builder tools (layout, imagery – no hand coding, content provided)

• Assemble marketing emails in email-builder tools (Layout, imagery – no hand-coding, content provided)
• Support UX/UI design needs and digital touchpoints, including wireframes, visual prototypes and intuitive layouts.
• Develop and maintain templates for firm-wide use (e.g., presentations, stationary), ensuring usability and branding accuracy.
• Provide onboarding, coaching and/or documentation to non-design teams on how to use templates and submit project requests efficiently.
• Help implement and manage project intake and workflow systems for marketing and design requests.
• Partner with internal teams, such as Investments, Family Office Services, Compliance and Practice Management, to understand design needs and deliver solutions that align with departmental goals.

Requirements

• Bachelor’s degree in Graphic Design, Visual Communication, Marketing or a related field (or equivalent experience).
• 5-8+ years of relevant design experience (mid‑level), preferably in corporate environments.
• Ability to manage multiple projects in a deadline‑driven environment.
• Detail‑oriented with high standards for design accuracy and brand alignment.
• Effective communicator and collaborative team player.
• Demonstrated professionalism, discretion and respect for confidential matters.
• Required technical proficiency:
• Advanced proficiency in Adobe Creative Suite — especially Illustrator and Photoshop.
• Strong ability to convert and optimize visual assets for Microsoft Office applications (PowerPoint, Word, Excel) while maintaining formatting and brand integrity.
• Solid understanding of file formats, resolution best practices, print preparation and accessibility standards.

Preferred

• Experience with UI/UX design and collaborative tools (Figma or VisMe)
• Experience with Salesforce Marketing Cloud.
• Basic motion/GIF creation skills (After Effects, Premiere or simpler tools).
• Experience using Canva for quick-turn templated content.