Asset & Wealth Management, Private Wealth Management, Investments Marketing, Associate – New York

As an Associate, you will be responsible for supporting the development and execution of marketing strategies for a range of investment solutions and wealth management products. This includes drafting marketing materials, collaborating with internal and external partners, and managing projects from initiation to completion.

A key focus will be on partnering with advisor teams to drive product awareness and adoption, as well as utilizing a data-driven approach to optimize marketing tactics and improve client engagement. Ideal candidates will possess financial acumen, strong writing and communication skills, be detail-oriented, and have experience with multi-channel marketing strategies.

They should be proficient in copywriting and editing, project management, and budget tracking. This candidate should also be a creative thinker and be eager to contribute to the continuous improvement of the marketing team's processes