NorthCoast Asset Management · 1 week ago
Integrated Marketing Specialist
Greenwich, CT
Full-time
Onsite
Mid Level
$85K/yr - $90K/yr
3+ years expNorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. The Integrated Marketing Specialist plays a central role in developing and executing marketing initiatives across multiple channels to drive client engagement and business growth, working closely with sales and portfolio management teams.
Financial Services
Responsibilities
Manage and optimize the marketing tech stack, including the email marketing platform, CMS, marketing automation tools (e.g., HubSpot), and CRM (e.g., Salesforce)
Develop and edit marketing materials such as sales presentations, fact sheets, brochures, and client communications, ensuring accuracy, clarity, and alignment with overall brand standards
Continuously work to enhance the client service experience from a marketing perspective, ensuring that all client touchpoints are managed effectively and consistently
Coordinate and execute integrated marketing campaigns across digital, email, social media, web, print, and events, working closely with internal stakeholders
Maintain the marketing content calendar, campaign workflows, and project timelines to ensure the timely delivery of initiatives
Collaborate with sales and investment teams to translate complex investment concepts into client-ready materials and outreach content
Track and analyze marketing performance metrics to measure campaign effectiveness, providing insights and recommendations for continuous improvement
Assist in creating and managing reports and dashboards to monitor marketing KPIs, engagement, and ROI
Ensure consistency of brand messaging, tone, and visual identity across all marketing touchpoints
Continuously evaluate and improve marketing processes for scalability and efficiency
Qualification
Required
Bachelor's degree in marketing, communications, business, or a related field
3+ years of experience in marketing operations or integrated marketing, preferably within financial services or asset management
Proficiency with marketing automation platforms (e.g., HubSpot, Eloqua, Marketo, Pardot), CRM tools (e.g., Salesforce), and CMS platforms
Strong proficiency in Microsoft Office Suite is required; working knowledge of Adobe Creative Suite (Photoshop, Illustrator, InDesign) is a plus
Some experience leveraging AI tools and technologies to enhance marketing strategies and drive results across channels
Demonstrated ability to manage multiple projects, prioritize effectively, and meet deadlines in a fast-moving environment
Excellent written, verbal, and visual communication skills, with strong attention to detail and a collaborative mindset
Analytical skills to assess campaign performance and make data-driven recommendations for improvement
A growth mindset and a passion for continuous learning and innovation
Benefits
An annual cash bonus
A comprehensive benefits package
Company
NorthCoast Asset Management
NorthCoast Asset Management is an established leader in systematic investment, quantitative research and risk management.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Dan Kraninger
CEO and President
Frank Ingarra
Chief Operating Officer
Recent News
2025-03-26
2022-04-04
Company data provided by crunchbase