Abacus Group, LLC
Senior Investor Relations & Marketing Associate (Westport)
Abacus Group, LLC, Westport, Connecticut, United States, 06889
Our client is an asset management firm. They seek a Senior Investor Relations & Marketing Associate to join their Westport, CT office.
Responsibilities Administer the distribution of existing marketing collateral and support the strategic development of digital, video, website, and investor-facing materials Direct timelines for content production and delivery of monthly, quarterly, and year-end marketing materials and investor communications Partner with investment, compliance, sales, and research teams to ensure accuracy and consistency across all marketing materials Develop content for email campaigns, presentations, LinkedIn posts, videos, and other communication channels Execute virtual and live event processes, including promotion, presentation preparation, technology setup, and onsite support Supervise the outside digital marketing contractor relationship, including project management, timelines, and vendor oversight Update the firms due diligence questionnaire and oversee completion of external DDQs on an ad-hoc basis Evaluate digital engagement metrics, website traffic, and client interaction data to support sales effectiveness Maintain industry databases and CRM systems, ensuring accurate product, firm, and client data while generating reports as needed Cultivate relationships with current and prospective investors, managing inbound inquiries, coordinating follow-up, supporting transactions, and assisting with meeting preparation and sales targeting efforts
Requirements Bachelor's Degree 8-10 years of experience in financial services, marketing, operations, client services, or investor relations Understanding of investor solutions and U.S wealth management Knowledge of digital content platforms (Canva, Adobe, WordPress, LinkedIn, Google) Excellent project management skills and ability to work effectively across teams Detail-oriented and highly analytical Strong interpersonal skills and professional demeanor Series 7 license is a plus CRM database experience is required
JobID: 47731
Responsibilities Administer the distribution of existing marketing collateral and support the strategic development of digital, video, website, and investor-facing materials Direct timelines for content production and delivery of monthly, quarterly, and year-end marketing materials and investor communications Partner with investment, compliance, sales, and research teams to ensure accuracy and consistency across all marketing materials Develop content for email campaigns, presentations, LinkedIn posts, videos, and other communication channels Execute virtual and live event processes, including promotion, presentation preparation, technology setup, and onsite support Supervise the outside digital marketing contractor relationship, including project management, timelines, and vendor oversight Update the firms due diligence questionnaire and oversee completion of external DDQs on an ad-hoc basis Evaluate digital engagement metrics, website traffic, and client interaction data to support sales effectiveness Maintain industry databases and CRM systems, ensuring accurate product, firm, and client data while generating reports as needed Cultivate relationships with current and prospective investors, managing inbound inquiries, coordinating follow-up, supporting transactions, and assisting with meeting preparation and sales targeting efforts
Requirements Bachelor's Degree 8-10 years of experience in financial services, marketing, operations, client services, or investor relations Understanding of investor solutions and U.S wealth management Knowledge of digital content platforms (Canva, Adobe, WordPress, LinkedIn, Google) Excellent project management skills and ability to work effectively across teams Detail-oriented and highly analytical Strong interpersonal skills and professional demeanor Series 7 license is a plus CRM database experience is required
JobID: 47731