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Segrera Associates · Palm Beach Gardens
Our client in the financial services industry is seeking a highly organized and tech-savvy marketing professional to support and grow the firm's marketing, communications, client engagement, and event initiatives. This role offers flexibility based on experience level, ranging from a developing Marketing Associate to an experienced Marketing Manager capable of owning strategy and campaign execution. This is an onsite position in Palm Beach Gardens, must be able to commute to the office 5 days a week.
Responsibilities:
Events & Client Engagement
Coordinate approximately 8 client/prospect events annually
Manage invitations, RSVPs, logistics, and follow-up
Track attendance and engagement metrics
Occasional evening event support
CRM & Marketing Operations
Maintain CRM records and audience segmentation
Generate campaign reports and dashboards
Track KPIs and marketing effectiveness
Improve marketing workflows and processes
Digital Marketing
Email marketing campaigns
Newsletter and educational content creation
Website and LinkedIn updates
Digital advertising support
Campaign performance tracking and optimization
Client Communications
Support client review scheduling
Coordinate reminders and follow-up communications
Ensure a high-quality client experience
Qualifications:
Bachelor's degree in Marketing, Communications, Business, or related field
Financial services, wealth management, banking, insurance, accounting, or other professional services experience
4+ years of marketing, communications, or professional services experience
Strong written communication and project management skills
Advanced organizational ability and attention to detail
Excel proficiency and reporting experience
Comfortable learning and leveraging CRM and marketing technology platforms
Preferred:
Email marketing and social media management
Event planning and coordination
CRM and marketing automation experience
Marketing analytics and KPI reporting
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Details
| Company | Segrera Associates |
| Location | Palm Beach Gardens |
| Type | FULL TIME |
| Niche | Management Occupations |