Institutional Client Marketing Associate

Overview

Institutional Client Marketing Associate partnering with Sales to create sales enablement and client-focused content for employer clients.

What you'll do

• Own strategy, preparation, and content creation for sales enablement.
• Create pitch decks, one-pagers, and tailored collateral for sales.
• Translate investment management and product insights into RFP responses and stories.
• Research client priorities and engagement data to develop bespoke content and target opportunities.
• Partner with internal Sales and client-servicing stakeholders to lead internal meetings and identify key themes.
• Develop multi-channel engagement content (email, paid search, LinkedIn, industry events).

What you'll need

• 4+ years of relatable professional experience.
• Bachelor’s degree.
• B2B storytelling and financial services experience.
• Experience partnering with Sales and client-servicing internal partners.
• Excellent communication skills including listening, verbal, writing, and proofreading.
• Strong proficiency in content creation and PowerPoint.

Details

• Pay range: $64,300–$85,800 USD.
• Location: Remote Nationwide or Boston, MA.