Channel Marketing Associate

Job Title: Channel Marketing Associate

Location: New York, NY 10019

Duration: Full Time/Permanent

JOB DESCRIPTION

• A hands-on, tech-forward marketer who executes data-driven, multi-year marketing strategies to grow engagement with financial advisors: segmentation, targeted campaigns, and integrated programs that support distribution priorities and show measurable impact.
• You'll work across Channel Marketing, Digital, Events, Content, Creative, and Analytics, with regular exposure to sales and client-facing teams. Data, automation, and AI are expected tools of the job.

Key Responsibilities:

• Strategy & Execution: Support integrated, multi-channel strategies tied to firmwide growth goals; execute plans and campaigns for key client segments.
• Targeting & Segmentation: Use insights and analytics to sharpen personalization, engagement, and effectiveness.
• Integrated Programs: Help build and activate programs driving awareness, engagement, and conversion across the client lifecycle.
• Collaboration: Partner with sales, client-facing teams, and Digital, Events, Content,
• Creative, and Analytics for a cohesive client experience.
• Measurement: Track performance; apply test-and-learn methodologies using data, client feedback, and market insights.
• Innovation: Adopt new tools, technologies, and ways of working that improve effectiveness and scale.
• Sales Enablement: Keep sales teams supplied with relevant, timely marketing resources.
• Ops & Compliance: Juggle multiple projects and deadlines; ensure activities meet regulatory requirements with Compliance.

Key Qualifications & Skills

Bachelor's degree

• 2–3 years in asset/wealth management, financial services, or related marketing
• Familiarity with intermediary, institutional, or advisor segments
• Integrated program experience across digital, content, events, paid media, sales enablement
• Using data, martech, automation, and analytics to improve results
• Interest in AI and innovative tools; campaign execution, project management, performance measurement
• Experience collaborating with sales teams and internal stakeholders
• Understanding of client engagement and investment decision-making
• Product knowledge: Models, Alternatives, Municipals, SMAs, ETFs
• Agile marketing experience
• Platforms such as Smartsheet and Seismic

Key Competencies & Candidate Profile

• Organized Executor: Detail-oriented, strong project management skills, owns delivery across competing priorities.
• Communicator & Collaborator: Synthesizes ideas across disciplines and builds relationships across teams.
• Curious Learner: Eager to understand client needs, distribution priorities, and market shifts; welcomes feedback.
• Core Values Alignment: High integrity, sound judgment, and a commitment to collaboration, openness, responsibility, and excellence.
• Experimenter : Creative and resourceful, always looking for smarter ways of working.