Associate, North America Institutional & Retirement Marketing (Asset & Wealth Management

Job Description

This exciting new role sits at the intersection of marketing execution and innovation, using generative AI and advanced technology to modernize how institutional marketing is planned, produced, and measured. The ideal candidate is curious and hands-on, eager to experiment responsibly to improve workflows such as content development, stakeholder coordination, program reporting, and campaign insights. It's well-suited for someone who stays ahead of emerging trends, collaborates across creative and channel partners, and consistently finds practical ways to work smarter.

This exciting new role sits at the intersection of marketing execution and innovation, using generative AI and advanced technology to modernize how institutional marketing is planned, produced, and measured. The ideal candidate is curious and hands-on, eager to experiment responsibly to improve workflows such as content development, stakeholder coordination, program reporting, and campaign insights. It's well-suited for someone who stays ahead of emerging trends, collaborates across creative and channel partners, and consistently finds practical ways to work smarter.

As an Associate on the North America Institutional & Retirement Marketing team, you will support the delivery of marketing programs across a wide range of client channels, including retirement/401(k), defined benefit, endowments, foundations, and healthcare. You will play a key role in coordinating cross-segment initiatives—with a particular focus on third-party sponsor ships—helping ensure consistent execution, timely delivery, and strong stakeholder alignment. You will report to the Head of NAI & Retirement Marketing, you will partner with marketing colleagues, sales stakeholders, and centers of excellence (e.g., events, digital, content, brand, analytics) to manage work streams from kickoff through completion, track deliverables, support measurement, and help surface risks, dependencies, and decisions.

• Support institutional and retirement audiences, ensuring deliverables, timelines, and approvals are managed effectively across stakeholders.
• Support third-party sponsorship programs (institutional investments space) end-to-end, including intake, planning, execution, and post-event follow-up (e.g., activation checklists, internal updates, deliverable tracking, and results summaries).
• Manage sponsorship activations and logistics in partnership with events and channel teams—supporting items such as attendee communications, on-site materials, speaking/session support, collateral readiness, and lead capture/hand-off processes (as applicable).
• Partner with Sales and Marketing stakeholders to ensure sponsor ships and cross-segment programs are aligned to business priorities, audience needs, and field enablement requirements.
• Support digital client journey execution for institutional and retirement audiences by coordinating updates across channels (e.g., web, email, event pages) and ensuring experiences remain current and accurate.
• Oversee day-to-day marketing communications workflows (as assigned), including drafting requests/briefs, consolidating feedback, routing materials through review, and maintaining version control and documentation.
• Enable performance reporting and recaps by partnering with analytics/reporting teams to compile results, maintain scorecards, and capture learnings and recommended next steps.
• Maintain strong marketing controls and disclosure discipline, partnering with Legal/Compliance and internal reviewers to support timely, well-documented approvals and adherence to firm standards.
• Build strong working relationships across a matrix, fostering clear communication, inclusive collaboration, and proactive problem-solving across lines of business, regions, and marketing centers of excellence.

• Bachelor's degree (4-year) in Marketing, Communications, Business, or a related field.
• 3+ years of relevant experience in marketing, events/sponsorship marketing, client marketing, or program management within financial services, asset management, or a similarly regulated…