New Client Acquisition Marketing Intern

Job Description:

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. 

The Job/What You’ll Do:

If you have a passion for learning and are serious about growing your skill set, let AssetMark be the bridge to your future! The New Client Acquisition Marketing Intern role is a great opportunity for students interested in a 10-week internship that provides valuable work experience for a successful start to any Marketing career. The New Client Acquisition Marketing Intern will support the Advisor Success Marketing team by working first-hand on new client acquisition and nurturing initiatives for AssetMark, learning how to use data to make decisions that impact how and what we do to contribute to the firm’s overall growth goals. You will gain exposure to lead generation, client acquisition, and nurture initiatives, and assist with the development of new campaigns and marketing collateral.

Responsibilities:

• Analyze current lead generation and client acquisition campaigns and utilize data to tell a cohesive story and outline recommended next steps
• Track and review performance and engagement indicators assess the effectiveness of marketing efforts and provide reporting to team members
• Review, audit, and organize all resources, identifying outdated or expired materials, and ensuring the library is accurate and up-to-date
• Analyze campaign materials to surface outdated or expired items, presenting actionable recommendations to keep campaigns relevant and impactful
• Assist with the development of content to support lead and new client nurture experiences through email, social media, and web channels
• Work with our Marketing and Sales and Consulting teams to help create relevant marketing collateral
• Attend and assist with meetings
• Learn the sales cycle and how marketing effectively supports sales with revenue-generating marketing practices
• Develop project plans from start to finish and follow up on outstanding project deliverables
• Incorporate all your learnings into a final presentation that brings your experience to life
• Present on project outcomes and learnings at the end of the internship
• Other tasks as assigned

Knowledge, Skills, and Abilities:

• Strong interpersonal and communication skills
• Demonstrated proficiency in oral and written communications
• Strong attention to detail
• A positive, team-oriented, can-do attitude
• Intermediate-Advanced knowledge of Microsoft Office® (Word, Excel, PowerPoint, Outlook)

Education & Experience:

• Pursuing a Bachelor’s or Master’s degree in Business, Finance, Marketing or a related field; will consider recent graduates
• Preferred minimum GPA of 3.0 on a 4.0 scale
• Experience or exposure to the financial services industry is a plus
• Experience with or exposure to project management tools, CMS, and CRMs (experience with Wrike, HubSpot, and Salesforce is a plus)

Internship Details:

Hourly wage: $17.00 per hour

Internship Duration: June 9th – August 15th

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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Who We Are & What We Offer:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do  and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.