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Digital Marketing Client Associate for Wealth Management and Investment Firms

Remote, USA Full-time Posted 2025-04-19

Job 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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