Supporting marketing campaigns, content programs, and operational workflows
Coordinating timelines, deliverables, routing, and approvals across cross‑functional partners
Managing campaign logistics, including planning calendars, segmentation, measurement, and optimization
Gathering, analyzing, and summarizing performance data to generate insights and recommendations
Preparing, updating, and maintaining sales‑ and client‑facing materials
Ensuring accuracy, brand consistency, and compliance across all marketing assets
Collaborating with product strategy, sales, client management, compliance, creative, technology, and global marketing teams
Learning and leveraging marketing systems, including CRM platforms, publishing and content tools, workflow systems, and analytics dashboards
Documenting, maintaining, and improving workflows, processes, and operational standards
Staying current on industry trends, competitive dynamics, and digital marketing best practices
Demonstrating curiosity, rigor, and a hands‑on, detail‑driven approach in all aspects of work

Bachelor’s degree required (Marketing or a related field preferred)
2–4 years of marketing experience within financial services (asset management, wealth management, banking, fintech, insurance, or similar)
Baseline understanding of asset management, global markets, and fixed income
Experience supporting marketing campaigns across planning, build, QA, measurement, and refinement
Exposure to digital marketing execution, including SEO, paid and organic LinkedIn, paid search, and email
Comfort with messaging and content development, including drafting, editing, and adapting content for different audiences
Experience operating within structured workflows, including approval routing, compliance processes, and version control
Ability to interpret performance and operational data and translate insights into actionable recommendations
Comfort learning and using new marketing platforms and systems
Proficiency in Microsoft Excel, PowerPoint, and Word; familiarity with Adobe tools is a plus.

Marketing Associate

Key skills