PWM UHNW Business Growth Coordinator

4 weeks ago


New York, New York, United States JobRialto Full time
About the Role:

JobRialto seeks an experienced Business Development Marketing Specialist to join our team. The successful candidate will have 2-4 years of experience in marketing, event coordination, or project management, or a bachelor's degree in marketing, communications, or a related field.

Responsibilities:
  • Marketing Strategy: Develop and implement marketing strategies to engage Ultra High Net Worth clients and prospects.
  • Event Planning: Plan, execute, and track premium client events (experiential and thought leadership).
  • Digital Presence: Manage the internal PWM UHNW Business Development website and collaborate with PWAs and ICAs to enhance their digital presence.
  • Compliance: Work closely with the Legal and Compliance teams to review and approve marketing content and materials.
  • Performance Tracking: Track and analyze marketing performance metrics using dashboards and reporting tools.
Requirements:
  • Experience: 2-4 years in marketing, event coordination, or project management.
  • Bachelor's degree in marketing, communications, or a related field.
  • Strong organizational and project management skills.
  • Proficiency in Microsoft Office Suite and digital marketing tools.
  • Excellent writing and communication skills.
  • Collaborative, adaptable, and proactive attitude.
Preferred Qualifications:
  • Marketing experience in financial services or wealth management.
  • Additional experience in organizing high-profile events for UHNW clients.
  • Knowledge of social media marketing strategies and best practices.
Education:

Bachelor's degree in a relevant field.



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