Digital Associate, Advisor Marketing

Own advisor website development end-to-end, from new builds and redesigns to ongoing updates and content refreshes, ensuring every site is on-brand, compliant, and built to convert. Use Figma and Canva templates to develop high-quality marketing and design assets, including social posts, digital graphics, presentations and advisor-facing materials. Track ad campaign performance and translate analytics into actionable insights and optimization recommendations. Assist in the development and execution of lead generation campaigns, including developing campaigns, working with design to develop creative, and setting up email journeys. Write clear, compelling copy for advisor websites, pitch decks, client communications, and marketing materials. Work with advisors to define and articulate their value proposition, positioning, and target audience. Create client-facing assets including PDFs, newsletters, and video scripts for both prospect and client audiences. Build and refine presentation decks that translate complex investment ideas into visually engaging narratives. Ensure all materials meet brand standards and compliance requirements. Build and maintain tracking dashboards and reporting tools to monitor campaign and marketing performance. Work independently across a range of projects, exercising sound judgment and flagging issues proactively.