Senior Marketing Associate

Title: Senior Marketing Associate

Position Summary: Marketing Associate that supports the capital raising efforts in the Broker-dealer and RIA channels through a variety of marketing initiatives and activities. This position will offer a flexible working arrangement (hybrid of office and remote working days).

Essential Job Functions

• Provide marketing services to support capital raising efforts.
• Proven history of creating and executing effective marketing programs. Implementation duties may include project management, writing, overseeing design process, etc.
• Partner with the sales team and extended marketing team to develop content and programs that support the sales cycle, such as collateral, campaigns, emails and digital marketing, presentations and events.
• Help create and compile marketing analytics reports, summarize key takeaways and assist with recommendations.
• Collaborate cross-functionally with internal teams to ensure timely delivery of marketing projects. Secure approvals from internal stakeholders and resolve comments as needed.
• Ensure all marketing materials are current, approved and compliant.
• Manage inventory of marketing materials.
• Responsible for editing and proofing marketing materials.
• Coordinate with internal and external resources to support timely project execution.
• Conduct research on industry trends, competitors, and target audiences to inform marketing efforts, etc.
• Keep apprised of relevant product updates, market developments and competitors to develop differentiated positioning and plans.
• Continually seek new, effective and cost-efficient marketing solutions.
• Assist with tracking and managing budgets and invoices related to marketing activities.
• Support various marketing and communications special projects, as required.

Required Competencies

• Ability to meet deadlines under pressure.
• Exceptional attention to detail, strong organizational and prioritization skills.
• Diplomacy in dealing with external and internal clients.
• Excellent verbal and written communication skills.
• Strong proofreading and editing skills.
• Ability to create and interpret marketing performance data and generate actionable insights.
• Ability to operate with frequent unscheduled interruptions.
• Ability to work both independently and in a team environment.
• Must have high proficiency in Microsoft Office applications: Word, Excel, PowerPoint, Outlook.
• Working knowledge of Adobe InDesign (and familiarity with other Adobe Creative Suite tools a plus).
• Experience with marketing automation platforms (e.g. Marketo), collaboration/content management system (e.g. WordPress) and CRM programs (e.g. Salesforce) a plus.
• Familiarity with compliance and approval processes in a regulated environment a plus.

Education/Experience

• Bachelor's degree with emphasis in marketing or communications.
• 3-5 years' experience in marketing or communications.
• Experience in creating integrated marketing communications programs.
• Knowledge of both print and digital communications mediums.
• Investment/financial services industry experience preferred.