Marketing Associate

Wealhouse Capital Management is looking for a Marketing Associate to join our team and support the continued growth of the firm.

The role will have a strong marketing focus, but we are looking for someone who can grow well beyond a traditional marketing position. The ideal candidate will be a strong writer, thoughtful communicator and self-starter who can take ownership of content, help improve how we engage with clients and advisors, and gradually become more involved in business development.

We are looking for someone who wants to build a long-term career with Wealhouse and grow with the firm.

Responsibilities

Digital Marketing

• Help grow Wealhouse’s LinkedIn presence, website content,email marketing and SEO success stories.
• Develop content calendars and support the execution of digital campaigns.
• Monitor engagement and help identify ways to improve reach and advisor interaction.
• Assist with production and organization of webinars, podcasts, videos and other digital content.
• Organize marketing analytics to better track ROI, sales conversion and client engagement.

Marketing & Content

• Create, update and improve marketing materials, including presentations, fact sheets, commentaries, video production,email campaigns, website content and social media posts.
• Help ensure all client-facing materials are current, professional and consistent with the Wealhouse brand.
• Work closely with portfolio managers and the Client Management team to turn investment ideas and market commentary into clear, engaging content.
• Identify opportunities to improve existing materials and bring forward new ideas. I.E. Search Engine Optimization (SEO)

Client Engagement

• Support communications with advisors, investors and prospective clients.
• Help develop thoughtful and timely client touchpoints.
• Prepare materials for meetings, conferences and events.
• Assist with follow-up campaigns and ongoing investor engagement.
• Help ensure compliance with Know Your Client (KYC) rules.

Business Development

• Support prospect research and outreach initiatives.
• Help prepare meeting materials and presentations.
• Maintain and organize pipeline of sales leads, client wins, sales forecasts etc.
• Work alongside the Client Management team on conferences, roadshows and other business development activities.
• Take on more client-facing responsibility over time as experience and confidence grow.

What We’re Looking For

We are looking for someone who is proactive, organized and takes pride in producing high-quality work. The right person will be comfortable managing multiple priorities, working with senior members of the team and taking ownership of projects from start to finish.

Qualifications

• 2–5 years of experience in marketing, communications, client engagement, business development or a related role.
• Strong writing, editing and verbal communication skills.
• Experience with Artificial Intelligence prompting best practices to help increase content production with quality control.
• Experience creating professional presentations, marketing materials and client-facing content.
• Experience with HubSpot or another CRM platform.
• Experience with WordPress or website management.
• Experience with video editing or multimedia content creation.
• Familiarity with Canva, Adobe Creative Suite or similar design tools.
• Experience managing LinkedIn, email marketing and digital content.
• Strong attention to detail and time management skills.
• Ability to manage multiple priorities and take ownership of projects from start to finish.
• Comfortable working in a fast-paced, entrepreneurial environment.
• Interest in financial markets and investment management is required.
• Completion of CSC and familiarity with Canadian and U.S. securities laws would be an asset.

The successful candidate will:

• Improve the quality and consistency of Wealhouse’s marketing and client-facing materials.
• Demonstrate sales process execution and results
• Very strong graphics and chart building skills.
• Experience with Google and Linkedin analytics.
• Take organizational ownership of ongoing content and marketing initiatives.
• Help strengthen engagement with the investor community.
• Become a trusted resource across marketing, communications and client engagement.
• Be innovative and keep technology skills up to date I.E. Agent Automation Ideas
• Gradually grow into a more client-facing business development or client management role.
• Be a good teammate that puts interests of colleagues and clients first.

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