Marketing Associate who partners directly with financial advisors to develop custom marketing materials, manage projects, and measure campaign effectiveness. Requires 3+ years of marketing experience and strong copywriting skills.
Develops and executes marketing strategies for HNW/UHNW, 401k sponsors, and institutional segments, generating leads via campaigns and creating sales enablement materials. Requires 5-8+ years in financial services marketing with hands-on execution and automation expertise.
Marketing Associate who partners directly with financial advisors to develop custom marketing materials, manage projects, and measure campaign effectiveness. Requires 3+ years of marketing experience and strong copywriting skills.
Develops and executes marketing strategies for HNW/UHNW, 401k sponsors, and institutional segments, generating leads via campaigns and creating sales enablement materials. Requires 5-8+ years in financial services marketing with hands-on execution and automation expertise.