Associate Marketing Strategist (AMS)

What We're Looking For:

We are looking for an experienced Chicago based Associate Marketing Strategist (AMS) to
support the regional Senior Marketing Strategist (SMS) in developing and executing marketing initiatives,
in-person/virtual events and experiences for the Chicago, Cleveland, and Minneapolis markets.

What You'll Do:
Specific responsibilities include, but are not limited to:
Build and maintain strong relationships with Managing Directors and wealth advisors across
your offices.
Work closely with creative, social media, and communications teams, building strong
relationships across the firm to achieve shared goals.
Develop and implement multichannel marketing strategies that align with business
objectives and target demographics.
Enhance client retention through impactful events, sponsorships, and partnerships that
support both national and regional goals.
Serve as the liaison for national sales campaigns and initiatives, ensuring clear
communication of details, goals, and deadlines.
Identify and capitalize on opportunities for innovation and growth by leveraging technology,
driving process improvements, and staying informed on industry trends and local
developments.
Handle general administrative tasks for internal and external communications, including
mailings, invitations, calendar scheduling, and travel arrangements.
Create and promote engaging social media campaigns.
Manage budget-related aspects of marketing strategies, ensuring timely submissions,
approvals, and payment tracking. Collaborate with internal teams for effective cost
management.
Track and report on KPIs and ROI to measure the effectiveness of initiatives.
Oversee on-site and off-site marketing events, managing vendor relationships, coordinating
resources, and handling contract negotiations.
Identify and evaluate opportunities for innovation by leveraging existing technology, driving
process improvement, and staying current on industry trends and best practices 
Work with the Events Agency (IPE) and client servicing teams to execute events that elevate
brand representation and deliver exceptional client service.
Lead workshops on efficiency and best practices, implement marketing toolkit sessions, and

demonstrate the benefits of an integrated communications plan.
Ensure advisors have access to necessary training, resources, and technology.
Foster a collaborative environment by providing coverage for additional markets and sharing
best practices.
Work closely with creative, social media, and communications teams, building strong
relationships across the firm to achieve shared goals.

Job Qualifications

• Ability to collaborate, build relationships and influence at all levels of the organization

• Strong analytical skills and ability to think strategically; proficiency in Excel and PowerPoint is strongly preferred

• 3+ years previous experience in a marketing/events role

• Very strong written and verbal communication skills

• Capable of prioritizing and executing multiple tasks and projects in a dynamic environment

• Strong attention to detail and organizational skills

• Travel will be required

• Salesforce and Pardot knowledge are a plus

Who We Are:

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a comp