Job Description:
If you thrive in a fast‑paced financial services environment and enjoy supporting client events and firm marketing campaigns, this role is for you. The ideal candidate is passionate about marketing and communications, highly organized, and eager to learn how a finance firm markets to sophisticated clients. Event planning, email marketing, and CRM experience are preferred. Marketing, communications, or related majors are preferred; coursework or internships in finance or economics are a plus.
Location:
New York City headquarters (40 Wall Street)
In‑person Monday–Thursday
Work from home Friday
Position Reports To: Events Manager
This role sits on the Marketing team and partners closely with senior marketing and business development professionals to reach current and prospective institutional and corporate clients.
Compensation/Salary:
$70K–$80K
Responsibilities- Build and deploy email marketing campaigns (invitations, reminders, follow‑ups), including list selection and basic performance tracking (opens, clicks, registrations).
- Create event invitation email templates and registration forms that align with firm brand and compliance standards.
- Set up and run Zoom meetings and webinars, including branding, registration, and post‑event surveys.
- Maintain accurate speaker, registration, and attendee data and update key contacts in the CRM for audience segmentation.
- Manage and update event pages and marketing content on the website.
- Draft and schedule LinkedIn posts to promote events, firm news, and thought leadership.
- Update marketing collateral (one‑pagers, pitch materials) used by bankers, institutional salespeople, and traders in client meetings.
- Collaborate with internal stakeholders to support marketing campaigns and client events (e.g., timelines, asset collection, approvals).
- Coordinate corporate and client gifts around events and campaigns and maintain accurate records.
- Assist with marketing administrative requests as needed.
Skills Desired- Experience with CRM or email marketing tools (e.g., HubSpot, Salesforce, or similar) is a plus.
- Interest in financial markets and learning financial industry terminology.
- Comfortable working with data in spreadsheets to track campaign and event performance.
- Exceptional attention to detail and organizational skills.
- Ability to multitask and prioritize.
- Excellent communication skills – verbal, written, and interpersonal.
- A “can‑do” attitude with the ability to take initiative on processes outside of defined job scope, including motivation to research and provide proactive solutions to management.
- Ability to coordinate across multiple departments and external participants.
- Tech‑savvy and eager to use technology to streamline work processes and improve accuracy.
Ideal CandidateThe ideal candidate thrives in a fast‑paced, smaller environment where responsibilities are broader and enjoys owning the details that make marketing campaigns and events successful. They bring excellent communication skills, strong planning and follow‑through, and are comfortable with data entry, CRM work, and event logistics. Event planning and CRM experience are preferred, and marketing majors are strongly preferred.
