Role Overview
The Associate will support the Digital Marketing team in accelerating business acquisition and revenue growth for the Private Wealth Management business. They will work directly with global offices, partnering with regional management teams, advisors, and marketing colleagues to leverage analytics and insights to measure program effectiveness and inform program strategy.
What You Will Do
The Associate will own program reporting, performance insights, lead tracking, and operational enhancements across the Digital Leads Program. They will work with Product and Engineering teams on lead workflow and collaborate with the Digital Marketing team to build lead scoring and nurture.
Why It Might Be a Fit
The ideal candidate will anticipate leadership needs, exercise critical thinking, and bring a collaborative, detail-oriented, and organized approach. They will have experience translating business results into impactful storytelling and a strong commercial mindset to drive performance for the firm.
Requirements
- Bachelor’s Degree
- 3+ years professional experience with demonstrated knowledge of sales and marketing
- Experience in sales enablement with revenue-facing roles
- Experience with lead nurture strategies, including scoring that generates qualified leads
- Working knowledge of Salesforce and mechanics of lead management
- Ability to analyze quantitative metrics and present results of marketing efforts to executives
- Judgment and diplomacy when dealing with executives and business partners
- Strong interpersonal skills and a desire to work in a team-oriented environment
- Ability to work in a fast-paced environment and think clearly under pressure
- Strong verbal and written communication skills
- Proactive and solution-oriented mindset
- Financial services industry knowledge a plus
Benefits
- Salary Range: $85,000-$160,000
- Discretionary bonus
- Competitive benefits and wellness offerings
To apply for this job please visit hdpc.fa.us2.oraclecloud.com.
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