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Digital Marketing Client Associate for Wealth Management and Investment Firms

Remote, USA Full-time Posted 2025-11-03
Job description About Us Select Advisors Institute, based in California, is one of the nation's top branding, marketing and leadership consulting companies for financial and legal companies. We work with ? Wealth Managers ? Asset Managers ? Accounting Firms ? Law Firms ? Credit Unions ? Hedge Funds We are looking to add back-up support and concierge-like client service to our loyal and long-standing clients. The ideal candidate will have the following skills ? Highly advanced comfort with learning new technology ? Impeccable organization skills, remembering what is needed for a client and bringing what's needed to the forefront of the rest of the team ? Extreme level of comfort thinking on their feet and coming up with ideas to say out loud in meetings ? Great at idea generation ? Extensive experience in roles that require speaking, such as therapy, coaching, teaching, consulting, etc. The ideal candidate must have a strong background working remote, being highly communicative while working, have highly advanced email and verbal communication skills. Job Type: Full-time Pay: $50,000.00 - $100,000.00 per year Benefits: • 401(k) • 401(k) matching • Health insurance • Paid time off Schedule: • 4 hour shift • 8 hour shift • Day shift • Monday to Friday Supplemental Pay: • Bonus opportunities • Performance bonus • Quarterly bonus • Retention bonus • Yearly bonus Application Question(s): • Your Linkedin profile please • Why are you looking for a new role now and what are you seeking to change about your current career path? • Why is this role and company interesting to you? • Share your experience with digital marketing, including website-building platforms you're familiar with, social media content creation, video, etc. • This role requires speaking up in large group Zoom meetings, sometimes providing marketing ideas and business strategies no one agrees with and getting buy-in. This may include in a group meeting where you've never met any of the stakeholders. On a scale of 1-10, 1 being not at all, 10 being extremely comfortable, how comfortable do you feel about this? This will be quickly obvious to us, so please be accurate with your self-assessment! Application Question(s): • Your Linkedin profile please • Why are you looking for a new role now and what are you seeking to change about your current career path? • Why is this role and company interesting to you? • Share your experience with digital marketing, including website-building platforms you're familiar with, social media content creation, video, etc. • This role requires speaking up in large group Zoom meetings, sometimes providing marketing ideas and business strategies no one agrees with and getting buy-in. This may include in a group meeting where you've never met any of the stakeholders. On a scale of 1-10, 1 being not at all, 10 being extremely comfortable, how comfortable do you feel about this? This will be quickly obvious to us, so please be accurate with your self-assessment! Application Question(s): • Your Linkedin profile please • Why are you looking for a new role now and what are you seeking to change about your current career path? • Why is this role and company interesting to you? • Share your experience with digital marketing, including website-building platforms you're familiar with, social media content creation, video, etc. • This role requires speaking up in large group Zoom meetings, sometimes providing marketing ideas and business strategies no one agrees with and getting buy-in. This may include in a group meeting where you've never met any of the stakeholders. On a scale of 1-10, 1 being not at all, 10 being extremely comfortable, how comfortable do you feel about this? This will be quickly obvious to us, so please be accurate with your self-assessment! Application Question(s): • Your Linkedin profile please • Why are you looking for a new role now and what are you seeking to change about your current career path? • Why is this role and company interesting to you? • Share your experience with digital marketing, including website-building platforms you're familiar with, social media content creation, video, etc. • This role requires speaking up in large group Zoom meetings, sometimes providing marketing ideas and business strategies no one agrees with and getting buy-in. This may include in a group meeting where you've never met any of the stakeholders. On a scale of 1-10, 1 being not at all, 10 being extremely comfortable, how comfortable do you feel about this? This will be quickly obvious to us, so please be accurate with your self-assessment! Application Question(s): • Your Linkedin profile please • Why are you looking for a new role now and what are you seeking to change about your current career path? • Why is this role and company interesting to you? • Share your experience with digital marketing, including website-building platforms you're familiar with, social media content creation, video, etc. • This role requires speaking up in large group Zoom meetings, sometimes providing marketing ideas and business strategies no one agrees with and getting buy-in. This may include in a group meeting where you've never met any of the stakeholders. On a scale of 1-10, 1 being not at all, 10 being extremely comfortable, how comfortable do you feel about this? This will be quickly obvious to us, so please be accurate with your self-assessment! Education: • Bachelor's (Required) Experience: • Social media management: 3 years (Preferred) • Remote Work: 1 year (Required) • Client-Facing and Consulting: 3 years (Required) Experience: • Social media management: 3 years (Preferred) • Remote Work: 1 year (Required) • Client-Facing and Consulting: 3 years (Required) Experience: • Social media management: 3 years (Preferred) • Remote Work: 1 year (Required) • Client-Facing and Consulting: 3 years (Required) Work Location: Remote Apply Job!  

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