Marketing Assistant

Apella Wealth is an employee-owned, wealth advisory firm (RIA) headquartered in West Hartford, CT with offices across the nation serving thousands of investors, families, businesses and institutions. Founded in 2014, we are growing rapidly with approximately $12B in assets under management. We are scaling both organically and through strategic acquisitions as we enter new regional markets and develop world-class, client-relevant capabilities. Most importantly, we are growing by identifying the right partners that embrace our culture, share in our values, and are dedicated to putting client service first in all they do. We compete for talent. We owe it to our clients and our co-workers to find the right people for them and us.At Apella, we do meaningful financial planning with people we genuinely enjoy working with. THE ROLE As a Marketing Assistant at Apella, you will play an important role in supporting the day-to-day execution of marketing initiatives that contribute to the firm's growth, brand presence, advisor support, and client engagement efforts. Reporting to the Head of Marketing and collaborating with colleagues across the organization, this role provides broad exposure to marketing, communications, events, and project coordination within a fast-growing wealth management firm. This is an excellent opportunity for an organized, detail-oriented professional looking to build a career in marketing. You will gain hands-on experience supporting marketing campaigns, digital communications, advisor initiatives, events, content development, and compliance-related processes while developing a strong understanding of the financial services industry. Success in this role requires strong organizational skills, attention to detail, and the ability to manage multiple projects simultaneously while maintaining a high standard of quality and service. The ideal candidate is proactive, dependable, and enjoys working collaboratively to help keep projects moving forward and deadlines on track. As Apella continues to grow organically and through acquisition, this position offers the opportunity to contribute to meaningful initiatives while developing professionally within a collaborative and entrepreneurial environment. Where you will work: This role is based in our West Hartford, CT office. We believe our best work happens through in-person collaboration, partnership, mentorship and relationship building with flexibility for remote work as needed at the discretion of team leadership. What you will be responsible for: Coordinate marketing campaigns, email newsletters, webinars, meetings, events, and other communications, ensuring projects stay on track and deadlines are met. Support the marketing compliance review process by submitting materials, tracking approvals and revisions, maintaining organized records, and developing a working knowledge of applicable marketing compliance requirements. Assist with the creation, maintenance, and updating of marketing reports and marketing materials, including brochures, presentations, client communications, and other collateral. Help manage and update content on the firm's website and internal marketing portal. Track, organize, and respond to marketing requests from advisors and internal teams, helping prioritize projects and ensure timely follow-through. Assist with the development, coordination, and scheduling of social media content. Support event planning, including client communications, invitations, promotional materials, and other event-related needs. Review marketing materials for accuracy, consistency, formatting, and adherence to brand standards. Collaborate with members of the marketing team and colleagues across the firm to support department and company-wide initiatives. Provide administrative and project coordination support to the marketing team, helping ensure initiatives are completed accurately and on time. What qualifications we’re looking for: Bachelor's degree in Marketing, Communications, Business, or a related field, or equivalent experience 1-2 years of relevant marketing, communications, project coordination, or administrative experience Proficiency in Microsoft Office; experience with HubSpot, Salesforce, Canva, Adobe Creative Suite, or similar marketing platforms, is a plus Demonstrated ability to leverage AI productivity tools (e.g., Microsoft Copilot, ChatGPT, Claude) to support content development, research, meeting summaries, project planning, and administrative efficiency Exceptional attention to detail and a commitment to producing accurate, high-quality work Strong organizational and time management skills; ability to manage multiple priorities and deadlines effectively Excellent written and verbal communication skills Collaborative, team-oriented approach with a willingness to support a variety of projects and initiative Strong follow-through and a sense of ownership and accountability for assigned work Ability to build effective working relationships across multiple departments and levels of the organization Comfortable working in a fast-paced environment and adapting as priorities evolve Experience in financial services or another regulated industry is a plus, but not required Eager to learn, grow professionally, and adapt quickly to new technology, tools, and processes WHAT WE OFFER A base salary range of $60K-$65K with discretionary bonus and opportunity to learn the wealth advisory industry from experienced Apella Advisors and client service professionals on a daily basis. Day 1 Medical, Dental, and Vison health insurance coverage for you and your specific needs Health Savings Account (HSA) and Flexible Spending Account (FSA) options w/company contribution 401(k) retirement plan with company match to help you achieve your financial goals Unlimited paid time off (PTO) policy to ensure you have time to rest and recharge when needed Employer-paid life insurance, AD&D, short-term disability, and long-term disability coverage options 16-week fully paid Parental Leave programs and adoption assistance support to help you start a family Continuing education and certification fee reimbursement for professional development Discount perks on travel, childcare, fitness, electronics, meal delivery, pet insurance, and more Most importantly: The chance to help shape the future of a growing regional team and firm #J-18808-Ljbffr