Business Analyst III

Job Summary:The PWM UHNW Business Development Marketing Temp plays a crucial role in supporting the Private Wealth Management (PWM) and International Wealth Management (IWM) teams as they engage with Ultra High Net Worth (UHNW) clients and prospects. This position involves organizing premium client events, managing marketing initiatives, and collaborating with Private Wealth Advisors (PWAs) and International Client Advisors (ICAs) to enhance their digital presence. The ideal candidate will possess excellent organizational skills, attention to detail, and the ability to manage multiple priorities while supporting strategic business development and marketing efforts.Key Responsibilities:Client Event Management: Plan, execute, and track premium client events (experiential and thought leadership) for UHNW clients and prospects, ensuring seamless coordination and impactful engagement.Website & Digital Presence: Manage the internal PWM UHNW Business Development website, ensuring it is up-to-date, organized, and accessible. Collaborate with PWAs and ICAs to enhance their digital presence, including updates to websites, LinkedIn profiles, and other digital platforms.Customized Marketing Materials: Develop and customize marketing materials that align with the firm's branding and meet client-specific needs, providing white-glove support to PWAs and pliance & Legal Collaboration: Work closely with the Legal and Compliance teams to review and approve marketing content and materials, ensuring they adhere to firm policies and regulatory guidelines.Broader Marketing Support: Assist in broader marketing efforts, including digital campaigns, content development, and social media strategies to amplify the PWMIWM brand.Performance Tracking & Analysis: Track and analyze marketing performance metrics using dashboards and reporting tools, providing actionable insights to optimize petitive Research: Conduct research on competitors to identify opportunities for client engagement, event offerings, and potential partnership strategies.Project Management Support: Provide project management support for the Art Resources Team to ensure smooth execution of various initiatives.Required Qualifications:Experience: 2-4 years of experience in marketing, event coordination, or project management, or a bachelor's degree in marketing, communications, or a related field.Education: Bachelor's degree anizational Skills: Strong organizational and project management skills, with exceptional attention to detail.Digital Marketing Tools: Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and digital marketing tools.Digital Platforms Experience: Experience managing websites, digital campaigns, and social media platforms (LinkedIn, etc.).Communication Skills: Excellent writing and communication skills, with experience in creating client-facing materials.Collaboration & Adaptability: Collaborative, adaptable, and proactive, with the ability to manage multiple priorities in a fast-paced environment.Preferred Qualifications:Marketing Experience: Experience in marketing for financial services, wealth management, or a related field.Event Planning: Additional experience in organizing and executing high-profile events, particularly for UHNW clients.Social Media Strategy: Knowledge of social media marketing strategies and best practices, especially on LinkedIn.Certifications (if any):Certifications: Any relevant certifications in marketing, communications, or event planning would be a plus.Education: Bachelors Degree

Created: 2025-01-06