ECLARO · 2 hours ago
Marketing Generalist / Marketing Professional
ECLARO is a leading company in the Financial Services Industry, seeking a Marketing Generalist/Marketing Professional for their client in New York. The role involves managing marketing materials, supporting advisor communications, and coordinating with external vendors to ensure high-quality marketing resources.
Staffing & Recruiting
Responsibilities
Maintain an up-to-date inventory of marketing materials (digital and print) used by Eagle Advisors
Track and manage renewal dates for all materials to ensure they are reviewed and updated in line with compliance standards
Coordinate with compliance and other internal stakeholders to revise and retire content as needed
Schedule and send timely email communications to Eagle Advisors announcing: Upcoming webinars and events
Process or workflow changes
Notable changes in the financial landscape
Updates or enhancements to the Eagle Advisor internal website
Ensure all communications are clear, accurate, and aligned with brand and compliance guidelines
Regularly update content on the Eagle Advisor internal website, including: New marketing resources
Announcements, news, and internal updates
Resource categorization and navigation improvements
Partner with internal stakeholders to ensure content is current, easy to find, and useful for advisors
Work with outside vendors and partners to support the development of marketing resources (e.g., brochures, digital assets, presentations, campaign materials)
Oversee the process of publishing approved resources to the internal website and communicating availability to advisors
Manage multiple marketing projects simultaneously, tracking deadlines, dependencies, and status updates
Help improve and document processes for marketing content management, communication workflows, and vendor coordination
Support ad hoc marketing initiatives as assigned
Qualification
Required
Experience with Eloqua
Ability to multitask
Strong relationship management skills for working with outside vendors
Proofreading and attention to detail
Works well independently; can create emails and posts without much direction
Ability to make updates and curate content on internal websites
3+ years of experience in marketing, communications, or a similar role (internships and contract roles considered)
Strong organizational and project management skills; proven ability to manage multiple projects and priorities at once
Excellent written and verbal communication skills
Comfort working in a structured, compliance-focused environment
Ability to learn and use tools such as email marketing platforms, content management systems (CMS), and basic productivity and collaboration tools (e.g., Microsoft 365, Workfront, etc.)
Strong attention to detail and ability to meet deadlines consistently
Organization & Prioritization: Can track many moving pieces without dropping details
Creativity: Able to shape engaging communications and contribute ideas for marketing content
Collaboration: Works well with compliance, advisors, vendors, and cross-functional teams
Adaptability: Comfortable shifting between tasks and projects in a dynamic environment
Ownership: Takes initiative, follows through, and proactively communicates status and risks
Preferred
Experience in financial services, wealth management, or another highly regulated industry
Familiarity with marketing compliance, disclosures, and review processes
Experience managing or updating internal websites or intranets
Previous experience coordinating with external vendors or agencies
Benefits
401k Retirement Savings Plan administered by Merrill Lynch
Commuter Check Pretax Commuter Benefits
Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO
Company
ECLARO
ECLARO is an award-winning professional services firm headquartered in New York City and operating in the U.S., Canada and the Philippines.
H1B Sponsorship
ECLARO has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2023 (1)
2022 (2)
2020 (1)
Funding
Current Stage
Late StageCompany data provided by crunchbase