Channel Marketing Associate

Location: New York, NY 10019

Duration: Full Time/PermanentJOB DESCRIPTIONA 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, ETFsAgile 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.