Marketing Associate - Center City, Market $
Position Title: Marketing Associate - PCG
Location:
Reports To: Manager – Marketing & Sales Support
Essential Job Functions:
§Preparation of new business proposals (RFPs) for the Private Client Group (PCG)
§Preparation of finals/ broker meeting presentations
§Provide accurate and timely information regarding the firm and its products to various independent databases
§Customization of new business presentation materials and competitive analysis
§Work closely with communications department to ensure accurate and timely preparation of PCG related materials, communications, and educational presentations for sponsor firms.
§Effectively communicate across all levels of the organization
§Perform duties associated with ad hoc reporting and special projects
Other Duties And Responsibilities:
§Highly efficient and organized with the ability to effectively operate in a fast-paced, deadline- driven environment with little supervision
§Great attention to detail and accuracy with the ability to manage multiple projects at any given time
§Ability to adapt quickly to new technology
§Strong quantitative, analytical, and problem-solving skills
§Excellent interpersonal and communications skills
§Proficient in Microsoft Office
§Financial service industry background preferred
Experience/Education:
§BS/BA or equivalent.
§A minimum of two years of relevant experience with demonstrated technical proficiency
Brian Fenerty
Peopleflex, Inc.
1025 Andrew Drive
