Marketing Associate

The Marketing Associate supports Financial Advisors, branch associates, and home office partners within assigned regions by coordinating marketing requests and helping ensure work moves efficiently from intake through completion. The Marketing Associate works closely with the Marketing Specialist assigned to each region and with teams across Marketing to gather complete information, manage workflow activity, provide timely communication, and support the execution of marketing initiatives. This role serves as an accessible frontline resource for marketing questions and helps advisors and branch associates navigate Marketing processes, platforms, and available resources.