Marketing: Communications, Public Relations: Corporate Communications
4 Year Degree
Altfest Personal Wealth Management, a leading independent Wealth Management firm, is looking for a Marketing Associate to help coordinate and drive the firm’s business development initiatives. The Marketing Associate role will be tasked with campaign development, execution and promotion of campaigns, event planning, award submissions, and supporting multiple sales professionals to reach the firm’s target audience.
You will be working closely with the firm’s Marketing Strategist and will be reporting to Karen Altfest, Ph.D. CFP® who is well known for her work with female clients and has been called "One of the 50 Most Distinguished Women in Wealth Management."
An evening semester in the fundamentals of Financial Planning will be offered to you and required if you are unfamiliar with Wealth Management.
Duties and Responsibilities
Plan and execute communications, including newsletters, invitations, social media, case studies, website, email and Public Relations (in coordination with firm’s PR agency)
Manage drafting and editing of short and long-form content, such as newsletters, email campaigns and blog posts; manage internal communications and Compliance review
Update marketing collateral, including factsheets, presentations, brochures and event invitations
Assist in drafting marketing materials including one pagers, brochures and presentations
Collect and help to analyze campaign performance data to gain insights and formulate strategic next steps
Assist in management of email and social media campaigns, including A/B testing, budget-tracking and engagement analysis
Support administration of marketing automation program HubSpot, including building assets, ensuring clean data, promoting positive internal UX experience and seamless reporting
Maintain project schedules and Marketing calendar in a fast-paced, deadline-driven environment
Plan and execute events with others from start to finish and help run the events
Work with various client segments, including women and others
Provide administrative support to the Marketing Team, Directors and Senior Management as needed
Bachelors’ degree, preferably in Marketing
3-5 years of experience in a marketing/communications role preferably in the Financial Services industry
Event planning experience
Previous experience in developing content i.e. newsletters, websites, articles, and graphics
Past experience managing social media platforms including LinkedIn
Superior verbal and presentation skills
Ability to multi-task and prioritize multiple requests within deadlines
Successful track record in managing projects
Ability to use initiative and work independently while also being a team player
Personable and possess the ability to communicate with all members of staff and clients
Desire and ability to work successfully in a small company environment
High proficiency in Adobe, InDesign and PowerPoint
High proficiency in CRM and e-mail marketing tools such as Hubspot
Salary & Benefits
Compensation includes salary plus incentive based on experience and industry standards.
Generous benefits include: Fully Paid Medical Plan (with no in network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability FSA, Generous Profit Sharing Plan, Traditional and Roth 401(k), up to $400 for gym reimbursement.
For consideration, please email a resume and cover letter a must expressing your interest and why you should be considered to: HGoldin@Altfest.com
Altfest Personal Wealth Management is a equal opportunity employer.
About Altfest Personal Wealth Management
Altfest Personal Wealth Management, founded in 1983, is a pioneer in the fee-only Wealth Management movement. Fee-only means that the firm receives fees only from its clients and not from commissions and the sale of products, which can otherwise lead to conflicts of interest. The firm provides clients with investment management, retirement planning, insurance, tax and estate planning.
Altfest Personal Wealth Management is dedicated to putting clients’ interests ahead of its own, hiring highly talented people who work as a team to develop the best strategies for clients. We utilize internal experts that specialize in a variety of technical areas and client segments, and are dedicated to providing a personal, warm, caring atmosphere and a high level of service for clients. We are committed to introducing innovative methods to the profession that increase the value we provide to clients.
The firm is proud to be honored by @InvestmentNews as one of the “75 Best Places to Work for Financial Advisers” nationwide in 2019. #INbestplaces #financialadvice #bestplacestowork
Altfest Personal Wealth Management has again been named one of AdvisoryHQ’s “Top Rated Financial Advisors in Ne...w York City” in 2019. Additionally, the firm was named in The Financial Times “FT300” – a listing of the nation’s top 300 Retirement Investment Advisors for 2017.
Lewis Altfest, Ph.D., CFA, CFP® founded the firm after leaving Lord Abbett & Co, a large mutual fund company with over 100 billion in assets under management, where he was a Partner and Director of Research. Lew has been named to Barron’s “Top 100 Independent Advisors” as well as Barron’s state-by-state listing of “America’s Top 1,200 Financial Advisors” as #51, among many other acknowledgements.
Karen C Altfest, Ph.D., CFP® joined the firm in its early years and has had a strong impact on its growth. Karen oversees the firm’s marketing activities and has made a profound impact by dedicating herself to the empowerment of women. In 2019 Forbes named Karen as one of the nation’s “Top 250 Women Wealth Advisors”, placing her in the top 10%. Karen was included in this list in 2017 and 2018, as well as Forbes‘ list of “Best-In-State Wealth Advisors”.
Andrew Altfest, MBA, CFP® joined the firm in 2003 and has consistently driven financial planning strategies for the firm. He is an active member of the firm’s Investment Committee and the Portfolio Action Group. He was recently named a “Best-In-State Wealth Advisor” in New York City by Forbes in their 2018 and 2019 rankings and has been named among InvestmentNews’ 2018 list of “40 Under 40” in the Financial Advisory industry. Andrew was honored in Forbes’ inaugural listing of “America’s Top Next-Generation Wealth Advisors” in 2017, ranking in the top 15%. Andrew was also honored by being included in Financial Advisor Magazine’s “Due Diligence/Research Manager All-Star Team” in 2012 and 2013.
The firm's culture is very collegial with a family atmosphere in which we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future.