Channel Marketing Analyst (Wealth Management

The Channel Marketing Analyst within our Wealth Marketing team partners with select teams to execute marketing initiatives focused on strengthening client relationships, supporting business development, and elevating the client experience. This highly visible role serves as a trusted marketing resource to client service teams, helping deliver personalized communications, events, sales enablement materials and growth initiatives that align with the firm’s brand guidelines and strategic priorities.

The ideal candidate is highly organized, collaborative, detail-oriented and passionate about creating exceptional marketing experiences for clients and teams.

• Serve as the primary marketing contact for assigned advisor and portfolio management teams, building strong relationships and understanding each team’s client service and growth objectives.
• Coordinate the development of customized marketing materials, presentations, communications and client-facing collateral.
• Support team business development initiatives, including prospect campaigns, referral programs and networking opportunities.
• Collaborate with advisors and teams to identify marketing opportunities aligned with target client segments and strategic priorities.

• Execute client communication strategies, including market updates, invitations and announcements.
• Ensure communications reflect the firm’s brand standards while supporting team-specific relationship goals.
• Coordinate with subject matter experts to develop timely and relevant client content.

• Plan and execute client events and post-event follow-up and reporting.
• Partner with teams to deliver high-quality experiences that strengthen client relationships and support new business opportunities.

• Manage project timelines and coordinate with internal creative, digital, events and compliance partners.
• Ensure projects are completed accurately and on schedule.
• Monitor initiative performance and provide insights to improve future marketing initiatives.

• Bachelor’s degree in Marketing, Communications, Business or related field.
• 2–4 years of experience in marketing, client engagement, communications, events or business development, preferably within financial services, wealth management, professional services or another relationship-driven industry.
• Exceptional written and verbal communication skills.
• Strong project management and organizational abilities with excellent attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office and familiarity with CRM and marketing automation platforms is a plus.

The successful candidate is:

• Client-focused and service-oriented.
• An excellent relationship builder who enjoys partnering with advisors and cross-functional teams.
• Proactive, resourceful and comfortable managing multiple concurrent projects.
• Highly organized with strong follow-through.
• Curious about wealth management and motivated to continuously learn the business.

This role offers the opportunity to work closely with client-facing teams to bring marketing strategies to life—from developing client communications to creating business development materials that help deepen relationships and drive growth. You’ll play an important role in delivering a consistent, high-touch marketing experience that supports advisors and portfolio management teams and the clients they serve.

Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

The salary range for this role is $70,000-$80,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location.

An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education,…