Marketing Associate Marketing Associate …

in New York, NY, United States
Permanent, Full time
Last application, 23 Sep 19
in New York, NY, United States
Permanent, Full time
Last application, 23 Sep 19
Posted by:
Posted by:
Altfest Personal Wealth Management, a leading independent Wealth Management firm, is looking for a Marketing Associate to help coordinate and drive the firm’s business development initiatives. The Marketing Associate role will be tasked with campaign development, execution and promotion of campaigns, event planning, award submissions, and supporting multiple sales professionals to reach the firm’s target audience. You will be working closely with the firm’s Marketing Strategist and will be reporting to Karen Altfest, Ph.D. CFP® who is well known for her work with female clients and has been called "One of the 50 Most Distinguished Women in Wealth Management."


  • Plan and execute communications, including newsletters, invitations, social media, case studies, website, email and Public Relations (in coordination with firm’s PR agency)
  • Manage drafting and editing of short and long-form content, such as newsletters, email campaigns and blog posts; manage internal communications and Compliance review
  • Update marketing collateral, including factsheets, presentations, brochures and event invitations
  • Assist in drafting marketing materials including one pagers, brochures and presentations
  • Collect and help to analyze campaign performance data to gain insights and formulate strategic next steps
  • Assist in management of email and social media campaigns, including A/B testing, budget-tracking and engagement analysis
  • Support administration of marketing automation program HubSpot, including building assets, ensuring clean data, promoting positive internal user experience and seamless reporting
  • Maintain project schedules and Marketing calendar in a fast-paced, deadline-driven environment
  • Plan and execute events with others from start to finish and help run the events
  • Work with various client segments, including women and others
  • Provide administrative support to the Marketing Team, Directors and Senior Management as needed


  • Bachelors’ degree, preferably in Marketing  
  • 3-5 years of experience in a marketing/communications role preferably in the Financial Services industry
  • Event planning experience
  • Previous experience in developing content i.e. newsletters, websites, articles, and graphics
  • Past experience managing social media platforms including LinkedIn
  • Superior verbal and presentation skills
  • Ability to multi-task and prioritize multiple requests within deadlines
  • Successful track record in managing projects
  • Ability to use initiative and work independently while also being a team player
  • Personable and possess the ability to communicate with all members of staff and clients
  • Desire and ability to work successfully in a small company environment
  • High proficiency in Adobe, InDesign and PowerPoint
  • High proficiency in CRM and e-mail marketing tools such as Hubspot
  • Attendance at an evening semester in the fundamentals of Financial Planning will be required if you are unfamiliar with Wealth Management


Compensation includes salary plus incentive based on experience and industry standards.

Generous benefits include: Fully Paid Medical Plan (with no in network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability FSA, Generous Profit Sharing Plan, Traditional and Roth 401(k), up to $400 for gym reimbursement.

For consideration, please email a resume and cover letter a must expressing your interest and why you should be considered to: