Institutional Client Marketing Associate
New
E
Edelman Financial EnginesFinancial Services
Remote Nationwide or Boston, MAFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 4+ years
- Required Skills
- Content creationData visualizationPowerPoint
Requirements
- 4+ years of relatable professional experience.
- Bachelor’s degree.
- Experience in B2B storytelling.
- Experience in the financial services sector.
- Client-centric mindset with aptitude for identifying client needs and building trust.
- Proven experience partnering with internal Sales and client-servicing stakeholders.
- Demonstrated 'owner' mentality with the ability to manage multiple projects.
- Strong communication, listening, verbal, writing, and proofreading skills.
- Ability to build relationships across all levels of the organization.
- Strong proficiency in content creation and PowerPoint.
- Skill in creative design and data visualization.
Responsibilities
- Own strategy, preparation, and content creation for Sales Enablement by partnering with the Sales team on pitch decks, one-pagers, and tailored collateral.
- Create bespoke storylines that engage, persuade, and cultivate expanded relationships with large employers.
- Translate investment management and product data into RFP responses and creative narratives.
- Research client-specific priorities and engagement data to create targeted content and identify opportunities for service adoption.
- Partner with Sales and client-servicing stakeholders to lead internal meetings and communicate key themes through presentations.
- Develop content for multi-channel engagement, including email, paid search, LinkedIn, and industry events.
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