Marketing Associate

Marketing Associate

Are you a creative, proactive and innovative thinker?  We are looking for an energetic person to communicate our firm’s investment philosophy, goals and mission to existing and prospective clients.

Some job responsibilities include:

  • First point of contact for all new prospective client engagements
  • Work closely with Marketing Director to help plan and coordinate all client and prospective client events
  • Implement the firms marketing plan to support the achievement of firm growth aspirations
  • Continuously build the Wheelhouse brand
  • Report on and monitor the effectiveness of marketing initiatives

Personal Skills:

  • Honesty, integrity and accountability
  • Superior communication skills
  • Good understanding of financial services industry
  • Strong work ethic
  • Flexible