Senior Investor Relations & Marketing Associate

Senior Investor Relations & Marketing Associate

This range is provided by Abacus Group, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

Our client is an asset management firm. They seek a Senior Investor Relations & Marketing Associate to join their Westport, CT office.

• Administer the distribution of existing marketing collateral and support the strategic development of digital, video, website, and investor-facing materials
• Direct timelines for content production and delivery of monthly, quarterly, and year-end marketing materials and investor communications
• Partner with investment, compliance, sales, and research teams to ensure accuracy and consistency across all marketing materials
• Develop content for email campaigns, presentations, Linked In posts, videos, and other communication channels
• Execute virtual and live event processes, including promotion, presentation preparation, technology setup, and onsite support
• Supervise the outside digital marketing contractor relationship, including project management, timelines, and vendor oversight
• Update the firm’s due diligence questionnaire and oversee completion of external DDQs on an ad-hoc basis
• Evaluate digital engagement metrics, website traffic, and client interaction data to support sales effectiveness
• Maintain industry databases and CRM systems, ensuring accurate product, firm, and client data while generating reports as needed
• Cultivate relationships with current and prospective investors, managing inbound inquiries, coordinating follow-up, supporting transactions, and assisting with meeting preparation and sales targeting efforts

• Bachelor's Degree
• 8-10 years of experience in financial services, marketing, operations, client services, or investor relations
• Understanding of investor solutions and U.S wealth management
• Knowledge of digital content platforms (Canva, Adobe, Word Press, Linked In, Google)
• Excellent project management skills and ability to work effectively across teams
• Detail-oriented and highly analytical
• Strong interpersonal skills and professional demeanor
• Series 7 license is a plus
• CRM database experience is required