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Digital Marketing Client Associate for Wealth Management and Investment Firms

Remote, USA Full-time Posted 2025-05-22

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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