- Support the firm's business development initiatives, including:
- Track, manage, and report on new business opportunities and pipeline using Excel and Salesforce
- Organize, track, and follow up on potential client and advisor opportunities
- Develop and update custom presentations, materials, and proposals
- Manage marketing program and materials
- Work with agency partners to develop marketing materials
- Create content for conferences, white papers, events, social media
- Manage printing projects such as collateral, business cards, promotional items, and other materials
- Write and distribute emails and press releases
- Maintain library of materials/items and provide resources to the team
- Plan and execute conferences and events
- Develop strategy, content, and materials for industry conferences and events
- Manage conference calendar, research new opportunities
- Plan and execute advisor events in key cities
- If applicable, lead event team for client-facing private events
- Oversee social media program and maintain web site, including
- Develop and maintain social media calendar
- Write social media and blog posts and manage content provided by others
- Update web site content and images
- Create graphics, post on various platforms
- Track and report on effectiveness of campaigns using analytics
- Track budgets
- Maintain and report on budgets by business unit
- Excellent written and verbal communication skills
- Salesforce CRM proficiency
- Exceptional project management expertise and organization skills with an aptitude for details and problem-solving
- Client-centric attitude with high EQ
- Team oriented individual with a "roll up your sleeves" approach to projects
- Highly motivated self-starter
- Adhere to deadlines and commitments, follow up as needed
- Strong attention to detail, accuracy, and the ability to organize, prioritize, and execute successfully in a fast-paced environment
- Bachelor's and/or Master's Degree in Marketing, Communications, or Business Administration preferred
- Minimum 5 years prior experience in hands-on sales support and marketing roles
- Strong writing skills and the ability to generate and customize content for different audiences
- Experience working with C-Suite Executives, Family Offices and/or High Net Worth Individuals, or other financial services preferred
- Proficiency in all Microsoft Office (Office 365) programs, social media platforms, and internet research
- Proficiency in Salesforce, Canva, WordPress, PowerPoint
- Adherence to high confidentiality standards
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Senior Marketing Associate - Boston, United States - MaestroFS
Description
Company Overview-Maestro Financial Solutions has rebranded as Trove. Check out for more information.Trove is an administrative financial services company that understands the complex needs of high-net-worth individuals, families and/or their organizations. Trove delivers an array of bespoke, day-to-day, financial solutions to the families and engagements it serves. We have 5 office locations; Boston, MA, New York City, NY, Bryn Mawr, PA, Salt Lake City, UT, & Stamford, CT. Through continued growth we have become the leading independent multi-family office in North America At Maestro we are dedicated to building centers of excellence with a trusted, innovative, and expert team to support our families and engagements. We look for talented people who are motivated, curious, collaborative, and have a passion for delivering the highest quality services with a culture of teamwork. Interested? Read more about the day-to-day responsibilities of our Senior Marketing Associate below
Job Description
The Senior Marketing Associate will report to the Head of Marketing and will support the firm's business development activity and marketing initiatives, to promote Trove as the leading independent provider of family office services in North America.
Responsibilities include, but are not limited to:
This position is located in our downtown Boston office, with the ability to work remotely up to 2 days per week after a 120-day training and onboarding period.
Compensation & Benefits
Trove offers an outstanding compensation package where you will be rewarded for your experience and recognized for the value you bring to our team of professionals. Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more We offer specialized educational courses and seminars, company events, and community service events.
Equal Opportunity Employer
Trove is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, sex, marital status, religion, creed, ancestry, national or ethnic origin, physical or mental disabilities (as defined in the Americans with Disabilities Act), sexual orientation, or gender identity.
