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Atlantic Group · 1 hour ago

Senior Associate, Wealth Marketing (Asset Management)

Greenwich, CT

Full-time

Hybrid

Mid, Senior Level

$100K/yr - $110K/yr

3+ years exp

Atlantic Group is hiring a Senior Associate, Wealth Marketing in Greenwich, CT for our client’s asset management firm. This hybrid role executes integrated marketing campaigns targeting RIAs, broker-dealers, and independent wealth firms, partnering with various teams to ensure brand consistency and measurable results.

B2BHuman ResourcesStaffing Agency

Growth Opportunities

Responsibilities

Execute multi-channel campaigns across digital, email, print, paid media, and events to drive brand awareness and client engagement

Oversee calendars, timelines, and KPIs while tracking performance and optimizing campaign effectiveness

Develop and refine data-driven strategies for lead acquisition and conversion through targeted outreach and segmentation

Partner with Client Solutions, Legal, Compliance, Product Strategy, and Operations to ensure timely and compliant execution

Maintain brand consistency across all assets and leverage tools such as Google Analytics, HubSpot, and Salesforce to evaluate and improve results

Qualification

Wealth marketing experienceSalesforceHubSpotGoogle AnalyticsAdobeSeismicStrategicProject managementCommunicationDetail-orientedCollaborative

Required

Bachelor's degree in Marketing, Communications, Business, or a related field required

3-5 years of wealth marketing experience within asset management or financial services, with familiarity across RIA, broker/dealer, and independent advisor channels

Proficient in Salesforce, HubSpot, Seismic, Constant Contact, Adobe, and Google Analytics

Strong understanding of investment solutions and the U.S. wealth management ecosystem

Strategic, detail-oriented, and collaborative professional with strong communication and project management skills, thriving in fast-paced, deadline-driven environments