The Mather Group, LLC · 1 week ago
Marketing Automation & Content Associate
Chicago, IL
Full-time
Onsite
Entry, Mid Level
$90K/yr - $100K/yr
2+ years expThe Mather Group (TMG) is seeking a detail-oriented Financial Planning Associate to support our growing wealth management team. The role focuses on building and supporting marketing automation campaigns, content initiatives, and analytics to enhance client engagement and campaign performance.
Financial Services
Hiring Manager
Rob Almeida
Responsibilities
Build and support Salesforce Account Engagement (Pardot) campaigns and nurture programs
Assist with segmentation, scoring, and lifecycle workflows
Support outreach aligned to Business Development workflows
Coordinate webinar and event campaigns, including emails, landing pages, reminders, and follow-up
Maintain CRM data accuracy, tagging, and basic reporting
Repurpose existing content (webinars, insights, research) into emails, campaign assets, and social copy
Support account-based and audience-specific content initiatives
Maintain campaign and editorial calendars
Collaborate with external and internal teams to support timely, compliant content delivery
Track campaign engagement and funnel performance
Assist with dashboards and reporting tied to marketing activity and growth outcomes
Identify opportunities to improve campaign execution and efficiency
Share insights and performance updates with the marketing team
Qualification
Required
2–5 years of experience in marketing automation, campaign execution, or content marketing
Experience in financial services, professional services, B2C or B2B environments preferred
Proficient with Salesforce, Account Engagement (Pardot), Google Analytics, and paid media platforms
Organized, detail-oriented, and comfortable managing multiple campaigns at once
Strong writing and editing skills
Curious about marketing technology, data, and emerging tools
Collaborative and eager to learn in a fast-growing environment
Entrepreneurial mindset
Benefits
Annual bonus opportunity
Company
The Mather Group, LLC
You don’t get one advisor, you get The Mather Group.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Vistria Group
2022-04-06Private Equity
Leadership Team
Jennifer des Groseilliers
Chief Executive Officer
John Laurito
Chief Growth Officer
Recent News
Private Banker International
2026-01-13
2026-01-12
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