Marketing Associate & Client Liaison

Marketing Associate & Client Liaison

Winchester, MA | HYBRID | Full Time

ABOUT HUB WEALTH STRATEGIES HUB

Wealth Strategies is a planning-first financial advisory practice focused on comprehensive personal and business financial planning and wealth management. Investment management and insurance planning are byproducts of thoughtful, coordinated strategy — what we call Financial Freedom — By Design.

As a consistently top-performing team within The Bulfinch Group, we are known for professionalism, winning as a team, discipline, and deep client relationships. We are committed to operational excellence and to seeing our clients and our team win together.

We are fortunate to be supported by and aligned with The Bulfinch Group, with additional support through our broker/dealer, Park Avenue Securities, and Guardian Life. Together they provide training, compliance oversight, operational systems, and the backing of a Fortune 250 organization.

ROLE SUMMARY

The Marketing Associate & Client Liaison champions the HUB brand and value proposition across every marketing channel, while keeping our clients connected to and engaged with our team. This person helps drive new business opportunities and makes the client experience feel proactive, coordinated, and personal.

It is a hybrid role: part brand builder, part relationship connector. Full time ambassador. The right person is equally comfortable launching a social campaign, running a client appreciation event, and exploring how AI tools can make our marketing and operations smarter. Responsibilities will grow as we continue to grow.

KEY RESPONSIBILITIES

Responsibilities include, and can expand beyond, the following.

Brand & Social Media Marketing

◆ Plan, create, and publish content across LinkedIn, Instagram, Facebook, and other channels in HUB's voice and brand standards

◆ Maintain a consistent content calendar tied to our planning themes, client segments, and firm milestones

◆ Track engagement and audience growth, and report what's working monthly

Campaign Management & Execution

◆ Manage and execute existing marketing campaigns from planning through follow-up

◆ Coordinate timelines, assets, and messaging with advisors and outside partners

◆ Measure campaign results and recommend improvements

Newsletter, Email & Direct Marketing

◆ Produce the firm newsletter and recurring email communications

◆ Build and manage email lists, segments, and automated sequences in our CRM and email platforms

◆ Execute direct mail and printed collateral campaigns

Client-Specific Campaigns & Engagement

◆ Serve as a friendly, reliable point of contact that keeps clients connected with the HUB team

◆ Execute campaigns for specific client segments (e.g., business owners, pre-retirees, HENRYs, real estate professionals)

◆ Support client touchpoints such as birthdays, milestones, review-meeting reminders, and appreciation outreach

◆ Help coordinate referral and introduction programs that grow new business

Events

◆ Plan and execute client appreciation events, educational seminars, and webinars

◆ Represent HUB at community, professional, and philanthropic events

◆ Manage invitations, RSVPs, logistics, on-site presence, and post-event follow-up

AI-Based Marketing & Business Integration

◆ Use AI tools to draft content, repurpose materials, and speed up campaign production

◆ Identify opportunities to integrate AI into marketing, client communication, and internal workflows

◆ Help document and maintain repeatable, AI-assisted processes for the team

Compliance & Coordination

◆ Route all marketing and client communications through required compliance review before use

◆ Keep marketing materials, approvals, and records organized and current

QUALIFICATIONS

Required

◆ Bachelor's degree in marketing, communications, business, or a related field, or equivalent experience

◆ Relevant experience in marketing, communications, client service, or a similar role (3 years preferred)

◆ Strong writing and editing skills, with an eye for brand consistency and design

◆ Hands-on experience with social media platforms and email marketing tools

◆ Comfort using AI tools (e.g., ChatGPT, Claude, Canva AI) and curiosity about new technology

◆ Warm, professional presence with clients and at events

◆ Highly organized, able to manage multiple projects and deadlines

Preferred

◆ Experience in financial services, wealth management, or another regulated industry

◆ Familiarity with CRM systems (e.g., Salesforce, Redtail,) and design tools (e.g., Canva, Adobe)

◆ Event planning experience

◆ Basic understanding of marketing analytics and reporting

POSITION DETAILS

Location Hybrid — Needham, MA office

Schedule Full-time; occasional evening.

Reports to Yan Katz, Founder

Compensation $65,000-$75,000 base, based on experience, plus bonus potential of 10– 15%

WHAT WE OFFER

◆ A close-knit, high-performing team with 60+ years of combined experience

◆ Direct exposure to firm leadership and real ownership of our brand

◆ Room to grow as responsibilities and the firm expand

◆ Structured onboarding, coaching, and ongoing training and development through The Bulfinch Group, Guardian Life, and Park Avenue Securities

HOW TO APPLY

Send your resume, a short cover letter, and two or three samples of marketing work (social posts, newsletters, campaigns) to [email protected]

HUB Wealth Strategies is proud to be aligned with The Bulfinch Group and supported through our relationships with Park Avenue Securities and Guardian Life. These relationships provide access to industry-leading training, compliance oversight, operational support, and resources that help us deliver exceptional value to our clients and team members.

Securities products and advisory services are offered through Park Avenue Securities LLC (PAS), member FINRA and SIPC. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. HUB Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. 9156886.1 Exp 10/28

Pay: $65,000.00 - $75,000.00 per year

Benefits

• 401(k)
• Health insurance
• Life insurance
• Vision insurance

Application Question(s)

* Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?

Education

* Bachelor's (Required)

Experience

* marketing, communications, client service, or a similar role: 3 years (Required)

Work Location: Hybrid remote in Needham, MA 02492