14 часов назад
Channel Marketing Analyst (Wealth Management)
70 000 - 80 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Channel Marketing Analyst (Wealth Management) (Client Communications and Business Development): Executing personalized marketing initiatives, client communications, events, and sales enablement materials for advisor and portfolio management teams with an accent on client relationships, brand consistency, and growth initiatives. Focus on coordinating cross-functional projects, delivering high-touch client experiences, and monitoring initiative performance to improve future marketing programs.
Location: New York, NY, United States; hybrid
Salary: $70,000–$80,000 per year, plus discretionary bonus and benefits.
Company
is a wealth management and financial services firm.
What you will do
- Partner with advisor and portfolio management teams to understand client service and business development objectives.
- Coordinate customized marketing materials, presentations, communications, and client-facing collateral.
- Execute client communication strategies, including market updates, invitations, and announcements.
- Plan client events, manage follow-up activities, and prepare reporting.
- Coordinate timelines with creative, digital, events, and compliance partners.
- Monitor initiative performance and provide insights to improve future marketing programs.
Requirements
- Bachelor’s degree in Marketing, Communications, Business, or a related field.
- 2–4 years of experience in marketing, client engagement, communications, events, or business development; financial services or wealth management experience is preferred.
- Exceptional written and verbal communication skills.
- Strong project management, organizational, prioritization, and attention-to-detail skills.
- Proficiency with Microsoft Office; CRM and marketing automation experience is a plus.
- Must be authorized to work in the United States without current or future visa sponsorship.
Culture & Benefits
- Client-focused, service-oriented work supporting advisor and portfolio management teams.
- Collaboration with cross-functional marketing, creative, digital, events, and compliance teams.
- Paid time off and medical, dental, and vision insurance.
- Retirement and life insurance benefits for eligible employees.
- Discretionary bonus eligibility.
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