Print and Marketing Associate

Financial Services B2B Marketing Coordinator

A boutique national financial services firm seeks a collaborative B2B Digital and Print Marketing Coordinator to support our collegial team in connecting with large institutional customers and beyond, ideally in-house in Stamford, CT, or Newport Beach, CA.

ESSENTIAL DUTIES

Develop marketing that highlights the financial firm’s competitive offerings:

Capabilities decks- maintain/customize materials to present at client meetings.

Email B2B outreach campaigns- create and track emails to clients with the team.

Community events and conferences- schedule/invite, set up, attend, and publicize.

Community impact statement- update and distribute the statement and brochure.

Social media posts and business press- compliance-sensitive LinkedIn and business press.

Maintain updated website content- create and upload assets, create landing pages, adhering to best practices for user experience, tagging, and quality assurance.

Brand messaging- update strategic messaging based on comparative data and industry trends.

Zoom meetings- schedule, invite, oversee, support participants, record, summarize, distribute.

Support CEO messaging – help shape messaging as needed.

Support recruiting and outreaches- Craft firm outreaches and job descriptions with HR.

MINIMUM QUALIFICATIONS

College degree in marketing, finance, business or related.

Microsoft Office: Excel, Word, PowerPoint, Outlook, Teams.

Succinct writing skills, with the ability to tailor messages by platform, purpose, and target.

General understanding of financial markets, especially capital markets and municipal finance.

Experience with B2B technology- LinkedIn, Zoom, PDFs, DocuSign bulk email software.

Collaborative self-starter- able to work alone or with cross-functional team under time pressure.

Ability to adhere to privacy, regulatory, and compliance matters.

PREFERRED QUALIFICATIONS

2+ years in Financial Services / Investment Banking or in targeting financial institutions.

Solid experience with digital marketing and B2B email campaigns and results tracking.

Ideally experience with Bloomberg; FINRA licensing or SIE, SEO, Wordpress.

While an EOE, we encourage diverse candidates, including veterans and women, to apply.

HOURS/LOCATION: Full-time. Stamford, CT (or Newport Beach, CA).

COMPENSATION: Base on role and experience.

FULL-TIME BENEFITS: 401(k), medical/dental/vision; paid vacation, sick, and family leave days.