Summary:

The Marketing Associate will play a pivotal role in supporting both our overarching brand and large team of advisors. Join our team and be a key contributor in shaping the future of wealth management.

Job Responsibilities:

• Establish and manage social media calendars for the company and individual advisor teams
• Develop compelling copy and identify relevant articles for digital channels, campaigns, and internal communications
• Coordinate in-person and virtual events – including venue, catering, and follow-up
• Collaborate with advisors to develop custom marketing materials 
• Be willing and available to support all administrative needs, as they arise

Requirements:

• Minimum of 3 years as a marketing associate or relevant experience (preferably in a marketing agency or financial services setting)
• Demonstrated ability to create and manage social media content calendars
• Skilled copywriter, with financial services expertise
• Experience in measuring effectiveness of marketing initiatives 
• Experience in planning and executing events, from logistics to follow-up
• Excellent written and verbal communication skills
• Ability to work both independently and as part of a team
• Strong organization, time management skills, and eye for design
• Meticulous attention to detail and accuracy
• Experience with Slack, Google Workspace, Word, Excel, and PowerPoint is required; familiarity with HubSpot and Webflow is preferred

Benefits:

• Competitive salary and benefits package
• Opportunity to work with a talented team of professionals
• Drive the success of a venture-backed, rapidly growing firm