Marketing Executive

Finovate, a leading independent Wealth Management firm, is seeking a Marketing Executive to plan, execute, and manage marketing initiatives that strengthen the firm’s brand, attract new clients, and support business growth. This role requires a creative, strategic, and results-oriented professional who can develop campaigns, manage content, and collaborate across teams to deliver impactful marketing outcomes.
Responsibilities:
  • Serve as the key point of contact for coordinating and implementing the firm’s marketing activities.

  • Develop and execute marketing strategies to promote the firm’s services and solutions.

  • Create, manage, and optimize campaigns across digital, social media, email, and traditional channels.

  • Coordinate events, webinars, and client engagement programs to enhance brand visibility.

  • Collaborate with internal teams to develop marketing collateral, presentations, and proposals.

  • Monitor and analyze marketing performance metrics to measure ROI and refine strategies.

  • Conduct market research to identify trends, opportunities, and competitor activities.

  • Ensure brand consistency across all platforms and communications.

Qualifications:
    • 3+ years of experience in marketing, preferably in financial services or professional services.

    • Bachelor’s degree in Marketing, Communications, or a related field.

    • Strong knowledge of digital marketing tools, platforms, and analytics.

    • Excellent communication, content creation, and presentation skills.

    • Highly organized, detail-oriented, and able to manage multiple projects simultaneously.

    • Creative thinker with the ability to translate ideas into effective campaigns.

    • High level of integrity and professionalism.

Compensation & Benefits:
    • Compensation Range: $75,000 – $110,000 base plus performance-based incentives.

    • Compensation will be determined based on skills, experience, and qualifications, in line with applicable law. The company reserves the right to adjust the pay range at any time.

    • Generous benefits include: Fully Paid Medical Plan (no in-network co-pays or deductibles), Dental, Vision, Life and AD&D, Long-Term Disability, Short-Term Disability, FSA, and a generous 401(k) match (Traditional and Roth options).

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