Marketing Assistant

1 week ago


Charlotte, North Carolina, United States Modera Wealth Management Full time
About Modera Wealth Management

Modera Wealth Management is a forward-thinking, fee-only firm dedicated to delivering comprehensive financial planning and intelligent investment management. Our team is passionate about making a lasting positive impact on the lives of our clients.

Job Summary

We are seeking a highly organized and detail-oriented Marketing Assistant to join our dynamic team. As a Marketing Assistant, you will play a key role in supporting the marketing, growth, and communications initiatives for Modera.

Key Responsibilities
  • Assist with proofreading and branding review of marketing collateral, including event planning and client gifting.
  • Help create and maintain website bios and other marketing materials.
  • Maintain the marketing calendar, including events, social posts, articles, white papers, advisor presentations, and sponsorships.
  • Assist with social media management of the Modera LinkedIn and Facebook corporate pages.
  • Create and maintain client lists and distribute communications across various channels.
  • Assist with maintaining and updating marketing data in Modera's CRM.
  • Work with the Finance team to develop and maintain expense policies related to gifting and client entertainment.
Requirements
  • Associate degree in marketing, business, communications, or equivalent work experience.
  • 0-4 years of experience in a registered investment advisory firm or financial services field.
  • Proficiency with Microsoft Office products, including 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, with the ability to multitask.
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.

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