Role Overview & Core Responsibilities
Act as the steward of the firm’s tone, narrative, and positioning, ensuring consistency across external and internal touchpoints.
Design, launch, and assess integrated marketing initiatives that advance visibility, growth objectives, and partner engagement.
Develop and manage a wide range of communications and assets, including digital content, email outreach, client-facing materials, sales support tools, presentations, and firm announcements.
Review all outward-facing communications to ensure accuracy, regulatory awareness, and alignment with expectations in a financial services environment.
Digital Platform & Web Presence
Own the strategy, refresh, and continuous improvement of the company’s website, including content structure, messaging, and performance optimization.
Serve as the internal lead for all website-related partners, coordinating work with creative, technical, and search specialists.
Ensure online content clearly articulates the firm’s offerings, market positioning, and commitment to a client-centric experience.
Identify, engage, and oversee third-party marketing resources and niche service providers as needed.
Manage workflows, deadlines, deliverables, and quality standards across external relationships.
Act as a knowledgeable brand representative in all interactions with outside marketing partners.
Brand Assets, Merchandise & Client Touchpoints
Oversee the development, sourcing, and distribution of branded merchandise and client appreciation materials.
Partner with suppliers to maintain high standards for quality, consistency, and visual alignment.
Leverage branded items strategically to support relationships with clients, brokers, and referral partners.
Internal Engagement & Cultural Initiatives
Coordinate internal marketing efforts such as company milestones, recognition initiatives, and team events.
Support internal communications that promote alignment, morale, and cross-team connection.
Collaborate with senior leadership on initiatives that reinforce organizational values and culture.
Requirements
3+years of hands-on experience in a marketing or communications role, with clear progression in scope, ownership, and decision-making responsibility.
Exposure to highly regulated or structured business environments, such as financial, technology-enabled services, or comparable industries where accuracy and compliance matter.
Proven ability to carry initiatives end to end, from early planning and concept development through delivery and post-launch follow-through.
Track record of managing relationships with outside partners, including creative resources, service providers, or advisory firms.
Clear, effective communicator with the ability to tailor messaging for different audiences and contexts.
Detail-oriented and methodical, with systems in place to manage information, timelines, and deliverables.
Comfortable operating autonomously while also guiding and aligning others toward shared outcomes.
Undergraduate degree in a relevant discipline, such as communications, business, marketing, finance, or a comparable field of study.
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Act as the steward of the firm’s tone, narrative, and positioning, ensuring consistency across external and internal touchpoints.
Design, launch, and assess integrated marketing initiatives that advance visibility, growth objectives, and partner engagement.
Develop and manage a wide range of communications and assets, including digital content, email outreach, client-facing materials, sales support tools, presentations, and firm announcements.
Review all outward-facing communications to ensure accuracy, regulatory awareness, and alignment with expectations in a financial services environment.
Digital Platform & Web Presence
Own the strategy, refresh, and continuous improvement of the company’s website, including content structure, messaging, and performance optimization.
Serve as the internal lead for all website-related partners, coordinating work with creative, technical, and search specialists.
Ensure online content clearly articulates the firm’s offerings, market positioning, and commitment to a client-centric experience.
Identify, engage, and oversee third-party marketing resources and niche service providers as needed.
Manage workflows, deadlines, deliverables, and quality standards across external relationships.
Act as a knowledgeable brand representative in all interactions with outside marketing partners.
Brand Assets, Merchandise & Client Touchpoints
Oversee the development, sourcing, and distribution of branded merchandise and client appreciation materials.
Partner with suppliers to maintain high standards for quality, consistency, and visual alignment.
Leverage branded items strategically to support relationships with clients, brokers, and referral partners.
Internal Engagement & Cultural Initiatives
Coordinate internal marketing efforts such as company milestones, recognition initiatives, and team events.
Support internal communications that promote alignment, morale, and cross-team connection.
Collaborate with senior leadership on initiatives that reinforce organizational values and culture.
Requirements
3+years of hands-on experience in a marketing or communications role, with clear progression in scope, ownership, and decision-making responsibility.
Exposure to highly regulated or structured business environments, such as financial, technology-enabled services, or comparable industries where accuracy and compliance matter.
Proven ability to carry initiatives end to end, from early planning and concept development through delivery and post-launch follow-through.
Track record of managing relationships with outside partners, including creative resources, service providers, or advisory firms.
Clear, effective communicator with the ability to tailor messaging for different audiences and contexts.
Detail-oriented and methodical, with systems in place to manage information, timelines, and deliverables.
Comfortable operating autonomously while also guiding and aligning others toward shared outcomes.
Undergraduate degree in a relevant discipline, such as communications, business, marketing, finance, or a comparable field of study.
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