Summary As a Marketing Associate for Asset Management, you will support the promotion of our capabilities to existing and prospective advisor partners through the execution of marketing campaigns, materials, and digital engagement initiatives. In this role, you will assist with the development and delivery of digital marketing programs and maintain marketing resources for the Asset Management team. As a collaborative member of the marketing team and partner to sales and service, you will bring a creative, self-driven, and results-oriented approach focused on driving business impact. This role reports to the Marketing Director of Asset Management.
Responsibilities Ensure marketing materials, including standalone materials, presentations, and resources, are regularly maintained and updated as needed to meet brand & compliance requirements
Help maintain the internal content library to ensure sales & service can easily access accurate and current presentations, resources, and materials
Prepare new business, Advisor-specific, and educational presentations for sales, both hard copy and electronically
Oversee the process of automated materials, including data mapping, template management, compliance retention, and ensuring materials remain high quality in design, efficiency, and accuracy
Manage and optimize marketing automation initiatives, including email campaigns, workflows, audience segmentation, and lead nurturing programs to drive engagement and conversions.
Analyze campaign performance and engagement metrics to develop actionable insights, create reporting dashboards, and improve marketing effectiveness across channels.
Support digital marketing and virtual event execution by managing content distribution, optimizing landing pages and website conversions, and collaborating cross-functionally to maximize marketing automation capabilities.
Qualifications Bachelor’s degree in Marketing, Business Administration, Communications, Finance, or a related field
2 years of marketing experience preferred, including experience with marketing automation platforms
Proficiency in Adobe Creative Suite; familiarity with HTML and CSS preferred
Experience with enterprise content management systems, SEO/SEM, social media, email marketing, or copywriting is a plus
Experience with Seismic, Salesforce, Asana, Orchard CMS, HubSpot, or similar platforms preferred
Strong analytical, organizational, and time management skills with the ability to manage multiple priorities in a fast-paced environment
Results-oriented self-starter with strong attention to detail and a proven work ethic
Excellent written, verbal, and interpersonal communication skills with the ability to collaborate effectively in a team-oriented environment
Compensation: $55,000 - $63,000 expected base salary