Marketing Associate

Position: Marketing Associate

The Opportunity

The Marketing Associate helps create thoughtful experiences for our clients, employees, and prospective clients. This role supports the firm’s client gifting program, employee experience initiatives, events, and day-to-day marketing needs. The ideal candidate is organized, resourceful, and attentive to detail, with a genuine interest in making people feel valued through well-executed experiences.

Responsibilities & Activities

• Coordinate and execute client and prospect gifting program, including assigning, packaging and sending birthday gifts, new client gifts, prospecting gifts, and ad hoc gift requests.
• Manage gift orders and related details, including recipient lists, inventory, personalization, packaging, delivery, and tracking.
• Support employee experience initiatives, including recognizing milestones and preparing welcome baskets for new hires.
• Plan and coordinate two annual employee celebrations, including researching ideas, managing logistics, coordinating vendors, and communicating event details.
• Assist with client events, including preparation, vendor coordination, guest materials, event setup, and on-site support as needed.
• Provide general support to the marketing team on projects, campaigns, and other administrative tasks.
• Maintain accurate trackers, records, timelines, and budgets related to gifting, events, and employee experience initiatives.
• Coordinate with colleagues and vendors to ensure projects are completed accurately and on schedule.
• Look for ways to improve processes and make recurring programs more efficient and consistent.
• Handle multiple projects and shifting priorities with professionalism and attention to detail.
• Perform other duties and responsibilities as assigned.

Knowledge, Skills, & Abilities

• Bachelor’s degree or higher is strongly preferred.
• Experience in marketing, event coordination, hospitality, administrative support, or a related field is preferred.
• Excellent organizational skills and strong attention to detail.
• Strong written, verbal, and interpersonal communication skills.
• Ability to manage multiple projects and meet deadlines.
• A creative, service-oriented approach to planning thoughtful experiences.
• Comfortable coordinating with colleagues, clients, and external vendors.
• Proficiency with Microsoft Office Suite; experience with Salesforce, HubSpot, or similar systems is a plus.
• A positive, flexible attitude and willingness to support the broader marketing team.

What We Offer

• Competitive base salary plus performance incentives, scaled to experience and potential
• Health insurance and a 401(k) with matching contributions
• A collaborative, high-performance environment where your expertise is valued and recognized

Working Conditions

This is a fully on-site role in a professional office environment. Occasional support outside regular office hours may be needed for events.

Employment with the Company is at-will. Nothing in this job description creates a contract of employment or alters the at-will relationship. Duties and responsibilities may change at any time based on business needs.

As a wealth management firm, we conduct background checks on candidates who receive a conditional offer of employment, consistent with the Fair Credit Reporting Act and applicable law.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by law.

Given the high demand for this position, we’re only able to contact the most qualified candidates.