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Demand Gen Marketing Associate (Wealth Management firm)

Provision People

Demand Gen Marketing Associate (Wealth Management firm)

New York, NY
Full Time
Paid
  • Responsibilities

    Summary:

    Working closely with the firm’s Marketing and Sales professionals, the Demand Gen Marketing Associate will be tasked with creating and managing content, working closely with the firm’s PR resources, posting media placements, executing email marketing campaigns, providing event support, managing award submissions and other administrative tasks.

     

    Responsibilities:

    • Plan and execute communications, including newsletters, invitations, social media, case studies, website, email and Public Relations (in coordination with firm’s PR agency)

    • Assist in management of email and social media campaigns, including A/B testing, budget-tracking and engagement analysis

    • Work closely with the firm’s PR agency to submit award applications

    • Manage drafting and editing of short and long-form content, such as newsletters, email campaigns, presentations and blog posts; manage internal and Compliance review

    • Update marketing collateral, including factsheets, presentations, brochures and event invitations

    • Assist in drafting marketing materials including one-pagers, brochures and presentations

    • Collect and help to analyze campaign performance data to gain insights and formulate strategic next steps

    • 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 help run the events

    • Work with various client segments, including women’s groups

    • Provide administrative support to the Marketing Team, Directors and Senior Management as needed

    • Assist with similar duties for related fintech company: website management, social media marketing, content creation, email marketing campaigns and HubSpot management, conference preparation, execution of media & PR strategy, sales support

     

    Required Skills and Responsibilities:

    • Bachelors’ degree in Marketing preferred. Strong academic background.

    • 2-5 years of relevant experience, ideally in a marketing/communications role, preferably in the Financial Services industry but may consider other industries such as professional services, insurance, legal etc.

    • Experience in successful event planning

    • 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 email marketing tools such as HubSpot

    • Superior verbal and presentation skills

    • Experience with a smaller, growing company

    • Ability to multitask and prioritize multiple requests within tight deadlines

    • Successful track record in managing projects

    • Ability to use initiative and work independently while also being a team player

    • Personable, able to communicate with all members of staff and clients

    • Desire and ability to work successfully in a small company environment

    • Experience in webinar and podcast management preferred