Our client, one of New Yorks top-rated independent wealth management firms, is seeking a Marketing Associate with proven traditional and non-traditional marketing communications and event-planning skills.  Candidates will be tasked to create marketing collateral materials and manage email and social media campaigns, in addition to planning and executing client events.  The marketing associate works closely with the firms marketing strategist and senior management team to execute successful marketing programs on the firms behalf. 

Duties and Responsibilities:

• Plan and execute marketing communications programs which include: company newsletters, event invitations, social media posts, case studies, website work, email campaigns and Public Relations (in coordination with firms PR agency)
• Create and execute short and long-form content for newsletters, email campaigns and blog posts; manage internal communications and compliance review
• Update marketing collateral including factsheets, presentations, and brochures
• Collect and help analyze campaign performance data to gain insights and formulate strategic next steps
• Assist in management of email and social media campaigns, including A/B testing, budget-tracking and engagement analysis
• Support administration of marketing automation program HubSpot, including building assets, ensuring clean data, promoting positive internal UX experience and seamless reporting
• Maintain project schedules and marketing calendar in a fast-paced, deadline-driven environment
• Plan and execute events with others from start to finish and assist in running them
• Work with various client segments
• Provide administrative support to the Marketing Team, Directors and Senior Management as needed

 Qualifications

• Bachelors degree, preferably in Marketing 
• 3-5 years of experience in a marketing/communications role preferably in the HNW wealth management industry
• Previous experience in developing content, i.e. newsletters, websites, articles, and graphics
• Past experience managing social media platforms including LinkedIn
• High proficiency in Adobe, InDesign and PowerPoint
• High proficiency in CRM and e-mail marketing tools such as Hubspot
• Event planning experience is a plus
• Superior verbal and presentation skills
• Ability to multi-task and prioritize multiple requests within deadlines
• Successful track record in managing projects
• Ability to use initiative and work independently while also being a team player
• Personable and possess the ability to communicate with all members of staff and clients
• Desire and ability to work successfully in a small company environment