Firm Description
Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts in equity and fixed income, open architecture manager research, trust and estate planning and family office services include tax compliance and planning. CTC has offices in New York, Palm Beach, Naples, Connecticut, Charlotte, Virginia and Delaware.
Our primary mission is to provide our clients with a portfolio of financial services that capture superior long-term investment returns throughout all market cycles by executing our proven commitment to value-added, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients’ interests first.
Position Description
The Marketing Analyst will report to the Director of Media, Communications & Strategic Partnerships and provide copy writing and content development support across a variety of media verticals. The team is responsible for a broad scope of work throughout the firm the including public relations, marketing, event coordination and brand partnerships.
Areas of responsibility may include:
- Marketing
- Updating and maintaining our monthly pitch books and quarterly tear sheets.
- Customizing pitchbook requests from Wealth Advisors for client meetings or prospective client proposals.
- Brainstorming and creating new materials to support wealth advisors/ business development
- Writing and researching white papers on a wide range of financial/ estate planning topics – producing 1-2 white papers per quarter
- Client/ Corporate Communications
- Assist with the production and publication surrounding our Quarterly Webinar and Quarterly Commentary
- Tasks related to coordinating mass emails (ie. drafting, creating templates, coordinating distribution lists)
- Drafting/ editing social media content (ie. LinkedIn)
- Assist with internal communications/ firm wide memos
- Coordinating logistics/ preparing client gifts for our annual holiday gifts and ad hoc.
- Assisting with client events; (ie. tracking guest lists, managing logistics, and be on hand for day-of event coordination).
Position Requirements
Qualified candidates should have a background in journalism and a bachelor’s degree. Excellent communication skills are required, both written and verbal. Ideal candidate will be polished, a team player, detail-oriented, organized, possess a strong ability to multi-task, and work well under pressure. Must also act with discretion, maintain client confidentiality, work and interface with others in a cooperative manner.
Top Skills
What We Do
Chilton Trust is a boutique wealth management firm designed to provide the continuity, structure and acumen to protect and enhance the intergenerational wealth of select families and institutions. The firm is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of Chilton Investment Company. We offer a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone trust company capabilities, consolidated wealth reporting, comprehensive family office services and transactional planning. Furthermore, our emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with our clients.
