Digital Marketing Client Associate for Wealth Management and Investment Firms
Posted 2025-03-14Job description
About Us
Select Advisors Institute, based in California, is one of the nation's top branding, marketing and leadership consulting companies for financial and legal companies.
We work with
? Wealth Managers
? Asset Managers
? Accounting Firms
? Law Firms
? Credit Unions
? Hedge Funds
We are looking to add back-up support and concierge-like client service to our loyal and long-standing clients.
The ideal candidate will have the following skills
? Highly advanced comfort with learning new technology
? Impeccable organization skills, remembering what is needed for a client and bringing what's needed to the forefront of the rest of the team
? Extreme level of comfort thinking on their feet and coming up with ideas to say out loud in meetings
? Great at idea generation
? Extensive experience in roles that require speaking, such as therapy, coaching, teaching, consulting, etc.
The ideal candidate must have a strong background working remote, being highly communicative while working, have highly advanced email and verbal communication skills.
Job Type: Full-time
Pay: $50,000.00 - $100,000.00 per year
Benefits:
? 401(k)
? 401(k) matching
? Health insurance
? Paid time off
Schedule:
? 4 hour shift
? 8 hour shift
? Day shift
? Monday to Friday
Supplemental Pay:
? Bonus opportunities
? Performance bonus
? Quarterly bonus
? Retention bonus
? Yearly bonus
Application Question(s):
? Your Linkedin profile please
? Why are you looking for a new role now and what are you seeking to change about your current career path?
? Why is this role and company interesting to you?
? Share your experience with digital marketing, including website-building platforms you're familiar with, social media content creation, video, etc.
? This role requires speaking up in large group Zoom meetings, sometimes providing marketing ideas and business strategies no one agrees with and getting buy-in. This may include in a group meeting where you've never met any of the stakeholders. On a scale of 1-10, 1 being not at all, 10 being extremely comfortable, how comfortable do you feel about this? This will be quickly obvious to us, so please be accurate with your self-assessment!
Application Question(s):
? Your Linkedin profile please
? Why are you looking for a new role now and what are you seeking to change about your current career path?
? Why is this role and company interesting to you?
? Share your experience with digital marketing, including website-building platforms you're familiar with, social media content creation, video, etc.
? This role requires speaking up in large group Zoom meetings, sometimes providing marketing ideas and business strategies no one agrees with and getting buy-in. This may include in a group meeting where you've never met any of the stakeholders. On a scale of 1-10, 1 being not at all, 10 being extremely comfortable, how comfortable do you feel about this? This will be quickly obvious to us, so please be accurate with your self-assessment!
Application Question(s):
? Your Linkedin profile please
? Why are you looking for a new role now and what are you seeking to change about your current career path?
? Why is this role and company interesting to you?
? Share your experience with digital marketing, including website-building platforms you're familiar with, social media content creation, video, etc.
? This role requires speaking up in large group Zoom meetings, sometimes providing marketing ideas and business strategies no one agrees with and getting buy-in. This may include in a group meeting where you've never met any of the stakeholders. On a scale of 1-10, 1 being not at all, 10 being extremely comfortable, how comfortable do you feel about this? This will be quickly obvious to us, so please be accurate with your self-assessment!
Application Question(s):
? Your Linkedin profile please
? Why are you looking for a new role now and what are you seeking to change about your current career path?
? Why is this role and company interesting to you?
? Share your experience with digital marketing, including website-building platforms you're familiar with, social media content creation, video, etc.
? This role requires speaking up in large group Zoom meetings, sometimes providing marketing ideas and business strategies no one agrees with and getting buy-in. This may include in a group meeting where you've never met any of the stakeholders. On a scale of 1-10, 1 being not at all, 10 being extremely comfortable, how comfortable do you feel about this? This will be quickly obvious to us, so please be accurate with your self-assessment!
Application Question(s):
? Your Linkedin profile please
? Why are you looking for a new role now and what are you seeking to change about your current career path?
? Why is this role and company interesting to you?
? Share your experience with digital marketing, including website-building platforms you're familiar with, social media content creation, video, etc.
? This role requires speaking up in large group Zoom meetings, sometimes providing marketing ideas and business strategies no one agrees with and getting buy-in. This may include in a group meeting where you've never met any of the stakeholders. On a scale of 1-10, 1 being not at all, 10 being extremely comfortable, how comfortable do you feel about this? This will be quickly obvious to us, so please be accurate with your self-assessment!
Education:
? Bachelor's (Required)
Experience:
? Social media management: 3 years (Preferred)
? Remote Work: 1 year (Required)
? Client-Facing and Consulting: 3 years (Required)
Experience:
? Social media management: 3 years (Preferred)
? Remote Work: 1 year (Required)
? Client-Facing and Consulting: 3 years (Required)
Experience:
? Social media management: 3 years (Preferred)
? Remote Work: 1 year (Required)
? Client-Facing and Consulting: 3 years (Required)
Work Location: Remote
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