Marketing Assistant

1 week ago

Charlotte, United States Modera Wealth Management Full time
About Modera Wealth Management:

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership.

We are seeking individuals who embody Modera's core values:
  • Confident Humility - a quintessential team player, willing to do whatever it takes to get a job done, with pragmatic optimism
  • Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
  • Trusted Relationships - Supportive and authentic with mutual respect for colleagues
In addition, the ideal candidate:
  • Shares our commitment to diversity and an inclusive working environment
  • Is extremely organized with excellent attention to detail
  • Is capable of prioritizing and managing multiple tasks concurrently
  • Thrives in an environment focused on creative problem solving
  • Is an engaging and charismatic communicator
  • Has a passion for excellent service
  • Is a self-starter
Job responsibilities include but are not limited to:

As a Marketing Assistant, you will be an integral part of a dynamic team responsible for supporting the marketing, growth, and communications initiatives for Modera, including:
  • Assist with proofreading and branding review of marketing collateral; managing requests for company logo; event planning and client gifting; and the onboarding of new employees.
  • Help create and maintain website bios and other marketing collateral.
  • Maintain marketing calendar, which includes events, social posts, articles, white papers, advisor presentations, and sponsorships.
  • Assist with social media management of the Modera LinkedIn and Facebook corporate pages and provide support to advisors with LinkedIn content.
  • Create and maintain client lists and distribute communications across various channels.
  • Assist with maintaining and updating marketing data in Modera's CRM.
  • Work with Finance team to develop and maintain expense policies related to gifting and client entertainment.
  • Liaise with marketing vendors, including the online portal for direct purchase of branded supplies; provide oversight on marketing expenses; and review monthly sheets from Finance team.
Qualifications for this position:
  • Associate degree in marketing, business, communications or equivalent work experience required.
  • 0-4 years of experience in a registered investment advisory firm or financial services field.
  • Proficiency with Microsoft Office products; PowerPoint, Word, Excel, and Outlook.
  • Familiarity with Adobe InDesign a plus.
  • Excellent written and verbal communication skills.
  • Highly professional team player, able to work well with all levels of the firm.
  • Must be organized, meticulous, dependable, adaptable, detailed and service-oriented and able to multitask.
  • Personable, warm, engaging; supports a team environment.
  • Ability to work independently to meet deadlines.
  • Occasional travel may be required.
What we offer:
  • Competitive salary commensurate with experience
  • Performance-based bonus
  • Safe Harbor 401(k) plan
  • Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
  • Paid vacation
  • Opportunities for professional growth and continuing education
  • Partial remote work


Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.

No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.

Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm's business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.

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