Wealth Management Marketing Analyst

The Wealth Management Marketing Analyst will support marketing strategies and initiatives for a financial services organization, with a focus on wealth management. This role is ideal for someone passionate about delivering impactful marketing campaigns and analyzing performance metrics.

Client Details

This opportunity is with a well-established organization in the financial services industry. As a medium-sized company, it offers a structured yet collaborative environment for professionals.

Description

• Assist in the development and execution of wealth management marketing campaigns.
• Analyze marketing performance metrics and provide actionable insights.
• Collaborate with internal teams to ensure brand consistency.
• Support the creation of marketing materials, including presentations and reports.
• Conduct market research to identify trends and opportunities.
• Maintain and update marketing databases and client lists.
• Help coordinate events and webinars for wealth management clients.
• Ensure compliance with industry regulations in all marketing efforts.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

Profile

A successful Wealth Management Marketing Analyst should have:

• 1-2 years experience in marketing or investment management
• Bachelor's degree in marketing, finance, economics, etc.
• A solid understanding of marketing principles, particularly in financial services.
• Excellent communication and collaboration abilities.
• Familiarity with wealth management concepts and terminology.

Job Offer

• Competitive hourly rate offered.
• Benefits available day 1 of employment- Medical, Dental, Vision
• Opportunity to gain valuable experience in the financial services industry.
• Temporary role with potential for long term stability.
• Supportive and professional work environment.

If you're ready to contribute to impactful marketing initiatives in wealth management, apply today!

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.