AMG Wealth · 2 weeks ago
Senior Associate, U.S. Wealth Channel Marketing Programs
Stamford, CT
Full-time
Hybrid
Mid, Senior Level
3+ years expAMG Wealth is a community-focused company seeking a Senior Associate for U.S. Wealth Channel Marketing Programs. This role involves supporting the execution of integrated marketing programs across various channels, ensuring consistent messaging and alignment with business goals.
BankingConsultingCrowdfundingFinancial Services
Responsibilities
Support the implementation of integrated channel marketing programs across digital, email, print, paid media, events and more
Maintain program calendars, timelines, and performance tracking across multiple initiatives
Support lead generation and conversion strategies through targeted outreach and segmentation, and optimize program based on data-driven insights to improve ROI and engagement
Ensure brand consistency and compliance across program assets
Coordinate with cross-functional teams including Client Solutions, Affiliate Product Strategy, Legal, Compliance, and Operations to ensure timely and compliant execution
Uphold brand consistency and high standards across all marketing materials
Manage workflows across marketing channels ensuring alignment with brand and program goals
Coordinate with internal stakeholders including Legal, Compliance, Product, and Sales to ensure alignment and timely execution
Qualification
Required
Bachelor's degree in marketing, business, or a related field
3-5 years of U.S. wealth marketing experience within asset management
Strong understanding of U.S. wealth management channels including RIA, broker/dealer and independent firms
Track record of successfully managing and optimizing channel marketing programs
Strong project management skills and experience with marketing platforms (e.g., Google Analytics, Seismic, HubSpot, Constant Contact, Adobe, and more)
Excellent written and verbal communication skills
Ability to work independently and as part of a team in a fast-paced environment
Proficiency in marketing automation platforms and CRM systems, Salesforce experience a plus
Knowledge of Search Engine Optimization, Search Engine Marketing, and paid media advertising
Preferred
Knowledge of investment solutions preferred
Benefits
Comprehensive health and dental plans
401(k) employer matching contribution
Professional development program
Employee referral program
Annual philanthropic gift-matching
Hybrid work schedule
Company
AMG Wealth
AMG Wealth is the U.S. distribution arm of AMG.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Tom Disbrow
Fund Treasurer & Fund CFO
Keitha Kinne
Chief Operating Officer
Company data provided by crunchbase