Client Marketing Specialist

Client Marketing Specialist

Your role

Do you love solving business challenges with marketing solutions? Are you interested in different investment products?

Do you like to run multiple projects at the same time? We’re looking for someone like that who can:

• Support marketing initiatives targeting financial advisors, independent broker-dealers, RIAs, and institutional investors.
• Collaborate with distribution teams to understand channel-specific needs and align marketing activities with sales priorities.
• Coordinate advisor engagement programs, educational initiatives, and client communications.
• Assist with the development and distribution of sales enablement materials, including presentations, product collateral, and campaign toolkits.
• Help maintain organized, up-to-date marketing resources for distribution partners.
• Support the planning, coordination, and execution of integrated marketing campaigns across email, digital, social media, webinars, events, and sales channels.
• Manage campaign timelines, deliverables, stakeholder communications, and execution calendars.
• Partner with internal teams and external vendors to ensure high-quality and timely delivery.
• Monitor campaign performance and identify opportunities for optimization.
• Manage marketing material inventory, presentations, websites and other tools
• Track marketing budgets to ensure that spending remains on plan
• Analyze campaign results to identify trends, insights, and opportunities for improvement.
• Support data-driven marketing decisions and continuous campaign optimization.

Your experience and skills

You have

• Bachelor’s degree in Marketing, Communications, Business, Finance, or a related discipline.
• 2–5 years of experience in marketing, preferably within asset management, wealth management, or financial services.
• Understanding of investment products, including mutual funds, ETFs, SMAs, and alternative investments.
• Experience with marketing automation platforms, and Power BI
• Familiarity with financial services marketing compliance and approval workflows.

You are

• A strong communicator with compelling presentation skills
• A confident decision-maker, highly organized and detail-oriented
• Able to execute on marketing deliverables and to operate and multi-task in a fast-paced, dynamic deadline-
• driven environment
• Strong project management skills
• Excellent at written communications, and have the interpersonal skills necessary to develop strong relationships with business and execution partners
• Exceptional attention to detail, accuracy, and follow-through.
• Understanding of the creative process and ability to provide strategic insights