Associate, North America Institutional & Retirement Marketing (Asset & Wealth Management)

This exciting new role sits at the intersection of marketing execution and innovation, using generative AI and advanced technology to modernize how institutional marketing is planned, produced, and measured. The ideal candidate is curious and hands-on, eager to experiment responsibly to improve workflows such as content development, stakeholder coordination, program reporting, and campaign insights. It’s well-suited for someone who stays ahead of emerging trends, collaborates across creative and channel partners, and consistently finds practical ways to work smarter.

As an Associate on the North America Institutional & Retirement Marketing team, you will support the delivery of marketing programs across a wide range of client channels, including retirement/401(k), defined benefit, endowments, foundations, and healthcare. You will play a key role in coordinating cross-segment initiatives—with a particular focus on third-party sponsorships—helping ensure consistent execution, timely delivery, and strong stakeholder alignment. You will report to the Head of NAI & Retirement Marketing, you will partner with marketing colleagues, sales stakeholders, and centers of excellence (e.g., events, digital, content, brand, analytics) to manage workstreams from kickoff through completion, track deliverables, support measurement, and help surface risks, dependencies, and decisions.

Job Responsibilities

• Support institutional and retirement audiences, ensuring deliverables, timelines, and approvals are managed effectively across stakeholders.
• Support third-party sponsorship programs (institutional investments space) end-to-end, including intake, planning, execution, and post-event follow-up (e.g., activation checklists, internal updates, deliverable tracking, and results summaries).
• Manage sponsorship activations and logistics in partnership with events and channel teams—supporting items such as attendee communications, on-site materials, speaking/session support, collateral readiness, and lead capture/hand-off processes (as applicable).
• Partner with Sales and Marketing stakeholders to ensure sponsorships and cross-segment programs are aligned to business priorities, audience needs, and field enablement requirements.
• Support digital client journey execution for institutional and retirement audiences by coordinating updates across channels (e.g., web, email, event pages) and ensuring experiences remain current and accurate.
• Oversee day-to-day marketing communications workflows (as assigned), including drafting requests/briefs, consolidating feedback, routing materials through review, and maintaining version control and documentation.
• Enable performance reporting and recaps by partnering with analytics/reporting teams to compile results, maintain scorecards, and capture learnings and recommended next steps.
• Maintain strong marketing controls and disclosure discipline, partnering with Legal/Compliance and internal reviewers to support timely, well-documented approvals and adherence to firm standards.
• Build strong working relationships across a matrix, fostering clear communication, inclusive collaboration, and proactive problem-solving across lines of business, regions, and marketing centers of excellence.

Required qualifications, capabilities, and skills

• Bachelor’s degree (4-year) in Marketing, Communications, Business, or a related field.
• 3+ years of relevant experience in marketing, events/sponsorship marketing, client marketing, or program management within financial services, asset management, or a similarly regulated industry.
• Demonstrated ability to coordinate multiple workstreams simultaneously, managing timelines, dependencies, and stakeholders with attention to detail.
• Experience supporting third-party sponsorships, events, or conference programs (planning, activation support, deliverable tracking, and post-program recaps).
• Strong communication skills (written and verbal), with the ability to synthesize inputs, draft clear updates, and keep teams aligned.
• Comfortable working in a matrix organization and collaborating across functions (marketing, sales, product, events, digital, analytics).
• Strong organizational skills and follow-through; ability to anticipate needs and proactively surface risks/issues.
• Proficiency in Microsoft PowerPoint, Excel, and Word.

Preferred qualifications, capabilities, and skills

• Familiarity with institutional client segments (defined benefit, endowments/foundations, healthcare, retirement/401(k)) and/or institutional investment products.
• Experience partnering with external vendors, conference organizers, and internal events/brand teams to execute sponsorship deliverables.
• Experience with marketing measurement basics (e.g., engagement metrics, lead capture processes, event/sponsorship KPIs) and post-program readouts.
• Proven ability to build credibility and trust with sales partners and senior stakeholders through reliable execution and clear communication.
• Comfort operating in a strong controls environment, including supporting review/approval processes and maintaining documentation.