Wealth Management Marketing Associate

Mesirow is an independent, employee‑owned financial services firm founded in 1937. Headquartered in Chicago with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities, and our culture.

Mesirow has been named one of the Best Places to Work by Crain’s Chicago Business multiple times, a Barron’s Top 100 RIA Firm, and a Crain’s Chicago Business top Chicago area Wealth Management firm as ranked by local assets under management.

Mesirow Integrated Marketing and Communications (IMC) oversees the Mesirow brand, creating a unified, seamless experience for all key stakeholders, from clients and prospects to the media and the people of Mesirow. The team integrates marketing activity across mixes of tactics, channels, and media environments, ensuring consistent, client‑centric messaging and shaping go‑to‑market strategy across our core businesses.

Within IMC, the Line of Business (LOB) marketers provide strategy and support for the businesses they represent, partnering with the businesses and leveraging support from their IMC team members. This position is a Line of Business marketer primarily for the Wealth Management division, which is part of Advisory Services.

The Wealth Management Marketing Associate, Integrated Marketing & Communications will support growth initiatives for Mesirow Wealth Management, with a strong focus on support for Advisor‑driven marketing initiatives, collateral creation, website maintenance, lead generation and social media. This role blends hands‑on marketing execution with strategic collaboration, supporting Wealth Management marketing in building brand visibility, driving qualified leads and conversion, strengthening advisor visibility online and through social media.

The position works closely with senior marketing leaders, business partners, and advisors to help translate business goals into high‑impact, measurable marketing initiatives. The role is based in our Chicago headquarters, with required flexibility to work from the Highland Park office as needed.

• Support and execute marketing strategies for the Wealth Management business.
• Assist the Wealth Advisors with the development and implementation of annual marketing plans.
• Assist with RIA lift‑in and Advisor recruiting marketing initiatives.
• Assist senior marketing managers in developing, implementing, and optimizing integrated marketing campaigns across digital channels, including paid media, automated email, and social.
• Support for lead generation programs including programmatic advertising, social media and email drip programs, as well as working with Wealth Advisors to track follow‑up sales activities.

• Develop a working understanding of Wealth Management sales processes and apply insights to campaign planning and execution.
• Support metrics development, data analysis, list management, and trend analysis across marketing initiatives.
• Coordinate reporting schedules, prepare performance summaries, and communicate results clearly and concisely to stakeholders.

• Assist with the development, maintenance, proofreading, and distribution of marketing materials, including:
• Website content
• Digital and print advertisements
• Newsletters and email campaigns
• Fact sheets, brochures, presentations, and presentation deck materials
• Assist with the management of content distribution across internal channels, social platforms, email, and website content management systems.
• Assist with event management on behalf of Wealth Advisors and the Wealth Management business
  • Invitations, RSVP tracking, event logistics, event follow up and ROI metrics

• Support day‑to‑day social media marketing efforts for Wealth Advisors and Wealth Management, with primary emphasis on Linked In and potential support for a future Instagram strategy.
• Translate…