New York City, NY

Job Type
Full-Time Temporary

Pay Rate

Specialized Consultant

Work Location: 1 New York Plaza, New York, NY 10004

Duration: 4 months

Pay Rate: $74.08

The Wealth Management Marketing department focuses on creating strategies and solutions that help foster client and segment engagement and support advisors to win and retain business. This group is broadly responsible for branding, communications, strategic marketing initiatives, marketing training, and driving growth for the corporate/institutional suite of businesses.

Position Summary:

The Marketing professional will support the Institutional Wealth Services organization with project management and marketing support. The candidate will be responsible for marketing coverage across multiple business units, including Workplace Wealth Solutions, Graystone Consulting, Corporate Retirement, Corporate Equity Solutions, Corporate Cash, and Institutional Wealth Services.


-Partner closely with business partners and stakeholders to drive marketing initiatives

-Support in the execution of a multi-channel marketing strategy

-Assist in developing, creating and updating marketing content and collateral

-Write and edit newsletters, articles, promotional materials and other forms of communication

-Manage and facilitate compliance review process for marketing materials

-Analyze and synthesize marketing data, create management reporting

-Identify trends and issues to anticipate change, recommend solutions


Knowledge and Skills Required:

  • A. or B.S. with a concentration in Marketing or Communications preferred
  • 3-5 years of marketing and/or communications experience, preferably in the financial services industry
  • Strong written and verbal communication skills with attention to detail
  • Outstanding project management skills, ability to handle multiple projects at the same time
  • Ability to organize and prioritize workflow and assignments in a deadline-oriented environment, resolve complex problems and escalate as necessary
  • Comfortable working with multiple functional groups and managing complex processes
  • Expert proficiency with Excel, Word, and PowerPoint required
Apply With