Channel Marketing Analyst (Wealth Management)

Neuberger - New York, NY

Hiring: Channel Marketing Analyst (Wealth Management) Company: Neuberger Location: New York, NY Job Posted Time: 2026-09-16 12:13:48 Target Skills & Keywords : Microsoft Office, Portfolio Management, Project Management, Wealth Management About the job Experience: •Plan and execute client events and post-event follow-up and reporting. •Partner with teams to deliver high-quality experiences that strengthen client relationships and support new business opportunities. •Manage project timelines and coordinate with internal creative, digital, events and compliance partners. •Ensure projects are completed accurately and on schedule. •Monitor initiative performance and provide insights to improve future marketing initiatives. Qualifications: •Bachelor’s degree in Marketing, Communications, Business or related field. •2–4 years of experience in marketing, client engagement, communications, events or business development, preferably within financial services, wealth management, professional services or another relationship-driven industry. •Exceptional written and verbal communication skills. •Strong project management and organizational abilities with excellent attention to detail. •Demonstrated capacity to manage multiple priorities in a fast-paced environment. •Proficiency with Microsoft Office and familiarity with CRM and marketing automation platforms is a plus. •An excellent relationship builder who enjoys partnering with advisors and cross-functional teams. •Proactive, resourceful and comfortable managing multiple concurrent projects. •Highly organized with strong follow-through. •Curious about wealth management and motivated to continuously learn the business. Compensation: •$70,000 - $80,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!