Channel Marketing Analyst (Wealth Management)

The Associate, Client & Advisor Marketing within our Wealth Marketing team partners with select teams to execute marketing initiatives focused on strengthening client relationships, supporting business development, and elevating the client experience. This highly visible role serves as a trusted marketing resource to client service teams, helping deliver personalized communications, events, sales enablement materials and growth initiatives that align with the firm’s brand guidelines and strategic priorities. The ideal candidate is highly organized, collaborative, detail-oriented and passionate about creating exceptional marketing experiences for clients and teams.Advisor Marketing & Business DevelopmentServe as the primary marketing contact for assigned advisor and portfolio management teams, building strong relationships and understanding each team’s client service and growth objectives.Coordinate the development of customized marketing materials, presentations, communications and client-facing collateral.Support team business development initiatives, including prospect campaigns, referral programs and networking opportunities.Collaborate with advisors and teams to identify marketing opportunities aligned with target client segments and strategic priorities.Client CommunicationsExecute client communication strategies, including market updates, invitations and announcements.Ensure communications reflect the firm’s brand standards while supporting team-specific relationship goals.Coordinate with subject matter experts to develop timely and relevant client content.Events & Client ExperiencePlan and execute client events and post-event follow-up and reporting.Partner with teams to deliver high-quality experiences that strengthen client relationships and support new business opportunities.Marketing CoordinationManage project timelines and coordinate with internal creative, digital, events and compliance partners.Ensure projects are completed accurately and on schedule.Monitor initiative performance and provide insights to improve future marketing initiatives.QualificationsBachelor’s degree in Marketing, Communications, Business or related field.2–4 years of experience in marketing, client engagement, communications, events or business development, preferably within financial services, wealth management, professional services or another relationship-driven industry.Exceptional written and verbal communication skills.Strong project management and organizational abilities with excellent attention to detail.Ability to manage multiple priorities in a fast-paced environment.Proficiency with Microsoft Office and familiarity with CRM and marketing automation platforms is a plus.Success ProfileThe successful candidate is:Client-focused and service-oriented.An excellent relationship builder who enjoys partnering with advisors and cross-functional teams.Proactive, resourceful and comfortable managing multiple concurrent projects.Highly organized ...