Marketing Associate

Please Note: We have ONE opening for a Marketing Associate that can be based in one of our many office locations: McLean, VA - Charlotte, NC - Atlanta, GA - Wayne, NJ - Westwood, NJ, Boston, MA - Annapolis, MD - New York, NY

Why work at Modera Wealth?

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.

Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.

Job Overview:

We are looking for a Marketing Associate that will be responsible for executing digital campaigns, managing social media, and creating advisor-focused content (presentations, brochures, case studies)

Responsibilities:

• Execute key marketing initiatives and projects in alignment with departmental objectives.
• Provide marketing support to advisor marketing and lead generation projects, including educational seminars; client and prospect events; and marketing campaigns and outreach.
• Develop and execute on project plans in Asana that provide a clear picture of work in process and support business objectives and outcomes.
• Demonstrate accountability, ensuring that marketing projects are completed on time and within budget.
• Work with other members of the marketing team to gather data to analyze performance of marketing content and campaigns.
• Collaborate effectively within the marketing team and cross-functionally with other departments.
• Stay up to speed on principles, practices and techniques of advisory marketing through discussion and training.

What are we looking for?

We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera’s core values:

• Confident Humility – a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
• Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others
• Trusted Relationships – supportive and authentic with mutual respect for colleagues

Qualifications:

• Minimum bachelor’s degree
• 3-5 years of marketing experience; experience in a registered investment advisory environment preferred

Skills and Competencies:

• Excellent written and verbal communication skills
• Highly professional team player, able to work well with all levels and across departments within the firm
• Must be organized, meticulous, dependable, adaptable, detailed and service-oriented and able to multitask
• Personable, warm, engaging; supports a team environment
• Ability to work independently to meet deadlines
• Experience in digital and social media marketing (Google, HubSpot, Meta, LinkedIn) and project management (Asana)

Benefits:

• Competitive based salary
• Performance based bonus
• Safe Harbor 401(k) plan
• Medical, Dental, Vision, and more
• Generous PTO and leave policies
• Opportunities for professional growth and continuing education
• Partial remote work
• Salary range: $75,000-95,000
• Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role

Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

We value your privacy. Please review our to understand how we collect, use, and protect your personal information throughout the application process.

No phone calls.  All inquiries will be held in the strictest confidence.  For more information about the firm, please visit www.ModeraWealth.com.

Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.