About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, PR, Advertising & Marketing.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

As a Field Marketing Associate supporting our Confidential Client’s wealth/advisor marketing programs, you will:

• Support assigned advisor coverage across one or more advisor channels, maintaining a consistent service model.
• Partner with advisors to conduct marketing consultations, share resources, and recommend tools and materials.
• Compile advisor business statistics and marketing history to prepare materials for meetings and follow-ups.
• Maintain intake records, regional files, and supporting documentation so information is organized and accessible.
• Track marketing assets (bios, headshots, websites, pitchbooks, brochures) and support timely updates and recertifications.
• Collect, organize, and validate metrics used in dashboards and management reports to support measurement.
• Assist with audits, data quality checks, and recordkeeping to improve accuracy and readiness.
• Coordinate collateral workflows, tracking items through inventory, ordering, and completion.
• Contribute to process and program improvement projects that enhance the advisor experience.

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What We’re Looking For

Minimum qualifications and capabilities:

• Bachelor’s degree.
• At least 1 year of marketing experience (including internships or entry-level roles).
• Strong attention to detail and experience managing multiple workstreams with clear follow-through.
• Effective verbal and written communication with advisors, support staff, business partners, and marketing stakeholders.
• Ability to prepare meeting materials and organize information in a consistent, structured way.
• Comfort working with metrics and operational reporting (trackers, dashboards, recurring updates).
• Openness to feedback and ability to apply input to future work.

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Preferred Qualifications

• Experience supporting an advisor channel and/or wealth management marketing.
• Familiarity coordinating personalized marketing collateral (bios, pitchbooks, brochures, websites).
• Practical fluency with AI-enabled productivity tools to accelerate research, writing, analysis, and stakeholder communications, plus sound judgment in validating AI outputs.
• Experience working with agencies or vendor partners and coordinating deliverables across timelines.
• Strong knowledge of reporting and documentation practices that support audits and recertification cycles.

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What We Offer

• Base pay range (Manhattan, NY): $78,850 — $120,000 per year.
• Competitive total rewards package tailored to role, experience, and location.
• Benefits may include comprehensive health coverage, retirement savings plans, mental health support, tuition reimbursement, backup childcare, and more (eligibility rules apply).
• Hands-on learning and cross-functional collaboration across digital, social, content, and communications teams.

Confidential Client is committed to an inclusive workplace and will make reasonable accommodations for applicants' religious practices and disability needs.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.