**Responsibilities:** + Based on existing processes and established best practices, provides tactical recommendations to support client marketing efforts, often including adapting existing materials to fit existing needs; and/or providing pathways to successful initiative completion. + Supports execution of established marketing plans through effective internal (agency) and external (client) communications and/or project management + May coordinate the organization, maintenance, and updating of the client, investment products, department offerings, and service information on the organization’s intranet system. + Contributes to the development of tutorials, best practices, and documentation for internal/departmental and/or external/client reference. + Provides basic consulting to clients in order to resolve immediate questions and/or requests + Identifies opportunities to respond to advisor requests, research, prepare, and track responses. + Manage intake process for projects; build and execute project plans. + Conducts basic marketing research and compiles project results and insights as assigned. + Coordinates the creation and production of marketing and communications materials (including copy, layout, Web design, and/or audio/visual material) through the internal marketing agency. + Provides basic project consulting to clients and account managers in order to resolve immediate questions and/or requests. + May work with account managers and/or clients to review and test marketing deliverables against the project objectives, ensuring accuracy and brand consistency. + Assists marketing leadership with special projects related to timely business needs + Performs other duties and responsibilities as assigned. **Skills:** + Principles and practices of customer relations, marketing, and communications. + Basic concepts, practices, and principles of project management methodology, including project management, analysis, administration, and documentation. + Fundamental investment concepts, practices, and procedures used in the securities industry. + Creating and maintaining project documentation and communications. + Coordinating projects, communicating changes and progress, and completing projects on time and budget. + Communicating clearly and informatively, editing work for spelling and grammar, and presenting numerical data effectively; strong writing and analytical skills. + Demonstrating accuracy and thoroughness while applying feedback to improve performance. + Completing tasks on time or notifying the appropriate stakeholder with an alternate plan. + Collecting, researching,g and analyzing data. + Exercising judgment and self-direction to independently complete projects and tasks. + Operating standard office equipment and using required software, including word processing, spreadsheet, graphics, database, and internet reference service applications. + Conducting research using the Internet and other resources, compiling results, and preparing reports.