Associate Marketing Strategist
Core
Support regional Senior Marketing Strategist in developing and executing marketing initiatives, events, and experiences for high-net-worth clients in Dallas and Houston markets.
Role type
Associate Marketing Strategist
Builds
Multichannel marketing strategies, events, and client experiences for private wealth management clients
Domain
Private Wealth Management / Financial Services
Deliverable
product features
Required skills
Strategic planning, Budget management, KPI tracking, Project management, Data analysis, Written communication, Verbal communication, Event execution, Salesforce, Pardot
Preferred skills
Excel, PowerPoint, Marketing technology, Process improvement
Responsibilities
Build partnerships with managing directors and advisors to develop multichannel marketing strategies; Oversee strategy and event execution from start to finish; Manage budgets for advisor marketing strategies; Track KPIs and ROI; Manage internal/external mailings and communications; Partner with events agency and client servicing teams; Lead national projects; Identify opportunities for innovation and process improvement; Partner with training team for workshops and toolkit implementation.
Seniority
Mid-level, hands-on IC