Client Marketing Associate

The Client Marketing Associate acts as the dedicated marketing lead for a portfolio of advisors, owning their marketing strategy and execution end to end, to translate their goals into effective marketing initiatives across channels such as email, social, digital, and events. You will manage multiple advisor relationships simultaneously, ensuring campaigns are delivered on time and continuously improved based on performance.

Responsibilities

Own marketing strategy and content execution for a portfolio of advisor clients, acting as a strategic partner and de facto marketing lead for each; Lead regular strategy sessions with advisors to proactively shape and guide their marketing directions into clear, actionable marketing plans and campaigns; Execute marketing initiatives across channels including email, social, digital, and events; Leverage AI tools to accelerate campaign execution, improve content quality, and increase overall efficiency; Manage multiple advisor relationships, balancing priorities and ensuring consistent delivery across accounts; Track campaign performance and budget, reporting results and identifying opportunities to improve efficiency; Monitor timelines and ensure campaigns are launched accurately and on schedule; Own the strategy and execution of campaigns, partnering cross-functionally with marketing, operations, and design to drive results; Prioritize work across multiple advisors and campaigns based on impact, timelines, and business needs; Maintain organized records of campaigns, performance metrics, and ongoing initiatives

Requirements

Bachelor’s degree in Marketing, Business, Communications, or a related field; 2-5 years leading marketing strategy and content for clients or accounts; Experience presenting to and managing relationships with clients or senior stakeholders; Comfort operating in a client-facing, multi-account environment (agency-style or similar); Experience executing campaigns across one or more channels (email, social, paid, events, etc.); Strong organizational skills and ability to manage multiple projects simultaneously; Ability to use data to track performance, identify issues, and recommend improvements; Experience using marketing and AI tools (e.g., HubSpot, ChatGPT, Claude, or similar) to support workflows such as content creation, research, or campaign execution; Strong communication skills, especially in client-facing or cross-functional environments

Nice to have

Experience in an agency or multi-client environment; Familiarity with CRM and marketing automation tools; Exposure to financial services or wealth management

Benefits

Competitive salary and equity package; Unlimited PTO + paid company holidays; Access to holistic medical, dental, and vision plans; Company 401(k), Commuter, and HSA/FSA plans; NYC office in the heart of Manhattan; Lunch and snacks provided in the office; Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care; Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)