Associate Marketing Manager

Are you a strategic, hands-on Associate Marketing Manager who thrives in a fast-paced environment? We're looking for an experienced marketing leader to join our growing financial services firm. This role is ideal for someone who is highly organized, independent, and eager to drive marketing success across the firm while collaborating closely with financial advisors and leadership.

 Key Responsibilities:

• Lead and Manage Marketing Strategy: Own the firm’s marketing budget and execute all marketing initiatives across digital, social media, email, and web platforms to elevate the firm’s brand and reach.
• Technology-Driven Marketing: Identify and implement technology-driven solutions that improve marketing efficiency, scalability, and impact. Evaluate and adopt tools that enhance automation, analytics, CRM integration, and advisor enablement.
• Advisor-Facing Collaboration: Partner directly with financial advisors and advisor teams to identify marketing opportunities, provide guidance, and help activate local campaigns and initiatives.
• Event Marketing & Planning: Support the planning and execution of firm-hosted events such as the Top Advisor Forum and Annual Kick-Off Meeting —from logistics to promotions.
• Content & Web Oversight: Manage and continuously improve the firm’s web presence and social media footprint; ensure content is current, engaging, and aligned with brand standards.
• Project Management: Oversee multiple marketing projects simultaneously while meeting deadlines and maintaining high standards of execution.

What We’re Looking For:

• 3-5 years of experience in a marketing leadership role, preferably in financial services or a professional services environment
• Proven ability to manage budgets, timelines, and cross-functional stakeholders
• Strong command of digital marketing tools, analytics platforms, CRM systems, and marketing automation software
• A technology-first mindset with the ability to evaluate and implement new platforms and solutions that drive results
• Excellent communication and interpersonal skills—must be confident engaging with senior advisors and teams
• Exceptional organizational skills; a proactive self-starter who thrives with minimal oversight
• Experience with event planning and execution is a strong plus

Why Join Us?

You’ll be part of a dynamic, high-performing team that values innovation, collaboration, and results. We offer a competitive compensation package, professional growth opportunities, and the chance to make a meaningful impact at a firm that’s shaping the future of wealth management.