Channel Marketing Associate

Job Description

Job Title: Channel Marketing Associate

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Location: New York, NY 10019

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Duration: Full Time/Permanent

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JOB DESCRIPTION

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• 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.
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• 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.
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Key Responsibilities:

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

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Bachelor's degree

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

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