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Senior Marketing Associate - US Wealth

Atlantic Group, Boston, MA, United States


Senior Associate, U.S. Wealth Channel Marketing Programs - Asset Manager - Hybrid - Greater Boston Position Overview We are seeking a Senior Associate, U.S. Wealth Channel Marketing Programs to support the execution and optimization of integrated marketing initiatives across the U.S. Wealth channel. This role will play a key part in driving advisor engagement, supporting lead generation efforts, and ensuring seamless program execution across multiple marketing platforms. The ideal candidate will bring experience in asset management marketing, a strong understanding of the U.S. intermediary landscape (RIA, broker/dealer, independent firms), and a data-driven approach to campaign optimization. Key Responsibilities Support the implementation of integrated channel marketing programs across digital, email, print, paid media, and events Maintain program calendars, timelines, and performance tracking across multiple concurrent initiatives Assist in the development and execution of lead generation and conversion strategies through targeted outreach and segmentation Analyze campaign performance and optimize programs using data-driven insights to improve ROI and engagement Ensure brand consistency and compliance across all marketing materials and program assets Coordinate cross-functionally with Client Solutions, Affiliate Product Strategy, Legal, Compliance, Sales, and Operations to ensure timely and compliant execution Manage workflows across marketing channels to ensure alignment with overall brand and program objectives Uphold high standards of quality and consistency across all communications Qualifications Bachelor’s degree in Marketing, Business, or related field 3–5 years of U.S. wealth marketing experience within asset management Strong understanding of U.S. wealth management distribution channels, including RIA, broker/dealer, and independent firms Knowledge of investment solutions preferred Demonstrated success managing and optimizing channel marketing programs Strong project management and organizational skills Experience with marketing and analytics platforms such as Google Analytics, Seismic, HubSpot, Constant Contact, Adobe, and similar tools Proficiency with marketing automation platforms and CRM systems; Salesforce experience preferred Familiarity with SEO, SEM, and paid media advertising strategies Excellent written and verbal communication skills Ability to work independently and collaboratively in a fast-paced environment #J-18808-Ljbffr