Job description

We have a wealth management client in Midtown seeking a Marketing Associate. This role will require creativity, strategy, and planning.

Responsibilities for the Firm:

· Develop and implement a strategic marketing plan and budget

· Identify target markets, develop a strategic plan to leverage opportunities and engage select financial advisors to execute

· Oversee and execute sponsorships with targeted organizations which provide opportunities for selected financial advisors to connect and engage with ideal prospects, clients and Centers of Influence

· Track and measure marketing program’s impact and overall ROI

· Deliver marketing education and training (workshops and webinars) to selected financial advisors, their marketing team and the office

· Plan, manage and track marketing budgets

For Select Advisors:

· Direct the development and implementation of customized marketing plans to enhance productivity and grow revenue

· Conduct regularly scheduled marketing consultations with financial advisors and their teams to help drive their marketing plans, budgets, and overall marketing integration

· Serve as the expert and resource on key marketing strategies and tactics for segmentation, prospecting, promotion, client experience, affinity marketing, and center of influence development

Position Qualifications:

Required

· Bachelor’s degree in marketing, advertising or communications

· 4-6+ years marketing experience

· Proven track record in developing and administering a marketing program with measurable results

· Exceptional written and verbal communication skills

· Highly-detailed and organized with the ability to prioritize multiple projects

· Strong project management and collaboration skills

Preferred

· Financial services experience a plus

· Previous sales or business development experience

· Proficient in Microsoft Office programs

· Understanding of Social Media technologies (e.g., LinkedIn, Facebook and Twitter)

Salary: 60k - 65k

Job Type: Full-time

Pay: $70,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• New York, NY: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• Marketing: 5 years (Preferred)

Work Location: In person

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