1 час назад
Client Marketing Associate (AI)
83 000 - 102 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Marketing Associate (AI) (Financial Services Marketing): Owning marketing strategy and campaign execution for a portfolio of financial advisors across email, social, digital, and events with an accent on client strategy, multi-account coordination, and AI-enabled workflows. Focus on managing concurrent campaigns, tracking performance and budgets, and improving results through testing and cross-functional execution.
Location: NYC office, hybrid
Salary: $83,000–$102,000 per year, plus equity package
Company
is a Series B registered investment advisor building an AI-native technology platform and business-in-a-box for independent financial advisors.
What you will do
- Own marketing strategy and content execution for a portfolio of advisor clients.
- Lead strategy sessions and translate advisor goals into actionable marketing plans and campaigns.
- Execute campaigns across email, social, digital, and event channels.
- Use AI tools to accelerate execution, improve content quality, and increase efficiency.
- Manage multiple advisor relationships, priorities, timelines, and campaign launches.
- Track campaign performance and budgets, maintain records, and identify improvement opportunities.
Requirements
- Bachelor’s degree in Marketing, Business, Communications, or a related field.
- 2–5 years of experience leading marketing strategy and content for clients or accounts.
- Experience presenting to and managing client or senior stakeholder relationships.
- Experience executing campaigns through one or more channels, such as email, social, paid media, or events.
- Strong organization, communication, data analysis, and multi-project management skills.
- Experience with marketing and AI tools such as HubSpot, ChatGPT, Claude, or similar.
Nice to have
- Agency or multi-client experience.
- Familiarity with CRM and marketing automation tools.
- Exposure to financial services or wealth management.
Culture & Benefits
- AI experimentation is supported through internal AI tools, an AI enablement team, and in-house agent development.
- Unlimited PTO and paid company holidays.
- Medical, dental, and vision plans, plus 401(k), commuter, and HSA/FSA plans.
- NYC office with lunch and snacks provided.
- Virtual mental health care, health concierge services, and an employee assistance program.
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