Marketing Associate

The Role 

Think client service meets marketing. We're looking for a Marketing Associate who thrives on building relationships and managing multiple stakeholders. You'll work directly with our advisors as their marketing partner - understanding their goals, managing projects, and delivering solutions that help them grow their practice. The Marketing Associate will play a pivotal role in supporting both our overarching brand and large team of advisors. Join our team and be a key contributor in shaping the future of wealth management.

Your Impact 

• Direct engagement with advisors to determine marketing resources available to address their marketing goals and needs


• Project manage engagements to ensure details are accounted for and are completed on time and within budget 


• Collaborate with advisors to develop custom marketing materials 


• Develop compelling copy and identify relevant articles for digital channels and campaigns


• Continuous learning and ownership of marketing topics to improve overall marketing program effectiveness and performance 

The Ideal Match 

• Minimum of 3 years as a marketing associate or relevant experience (preferably in a marketing agency or financial services setting)


• Experience writing marketing content


• Experience in measuring the effectiveness of marketing initiatives 


• Excellent written and verbal communication skills


• Ability to work both independently and as part of a team


• Strong organization and time management skills


• Meticulous attention to detail and accuracy


• Experience with Slack, Google Workspace, Word, Excel, and PowerPoint is preferred 

Why Join Us

• Competitive comp package that rewards impact


• Work alongside some of the brightest minds in fintech


• Ground-floor opportunity at a fast-scaling startup


• Chart your own growth path as we expand


• Full health benefits + 401(k) matching & Roth IRA options


• Unlimited PTO

Ready to disrupt wealth management? Let's talk!