Channel Marketing Analyst (Wealth Management)
$70,000–$80,000 year
HybridNew York City, New York, United States
Job Summary
Partner with advisor and portfolio management teams to execute marketing initiatives that strengthen client relationships and support business development. Coordinate customized communications, presentations, and collateral while managing project timelines across internal creative, digital, and compliance partners. Develop client-facing materials, plan events, and analyze performance to drive growth aligned with the firm's strategic priorities. This role offers the opportunity to work closely with client-facing teams to bring marketing strategies to life from developing communications to creating business development materials that help deepen relationships and drive growth.
Required Qualifications
- Bachelor'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
- Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship
Desired Qualifications
- Proficiency with Microsoft Office
- familiarity with CRM and marketing automation platforms
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