Marketing Generalist New York, NY

Marketing Generalist
Marketing Generalist
New York, NY
6–12 Months
NYC Home Office Full-time (Hybrid - REMOTE Monday & Friday)

Must-Have Skills / Experience (Non-Negotiable):
o Experience with Eloqua
o Ability to multitask
o Strong relationship management skills for working with outside vendors
o Proofreading and attention to detail
o Works well independently; can create emails and posts without much direction
o Ability to make updates and curate content on internal websites

Role Overview
The Solutions Marketing team is seeking a highly organized and creative Marketing Generalist for a temporary role (6 to 12 months). This position is responsible for managing marketing materials, supporting advisor communications, maintaining the Eagle Advisor internal website, coordinating with external vendors to deliver high-quality, compliant marketing resources, and other general marketing activities.
This role is ideal for someone who enjoys juggling multiple projects at once, is comfortable working in a fast-paced environment, and can balance creativity with strong attention to detail and compliance requirements.

Key Responsibilities:

Marketing Materials & Compliance
Maintain an up-to-date inventory of marketing materials (digital and print) used by Eagle Advisors.
Track and manage renewal dates for all materials to ensure they are reviewed and updated in line with compliance standards.
Coordinate with compliance and other internal stakeholders to revise and retire content as needed.
Advisor Communications
Schedule and send timely email communications to Eagle Advisors announcing:
o Upcoming webinars and events
o Process or workflow changes
o Notable changes in the financial landscape
o Updates or enhancements to the Eagle Advisor internal website
Ensure all communications are clear, accurate, and aligned with brand and compliance guidelines.
Internal Website Management
Regularly update content on the Eagle Advisor internal website, including:
o New marketing resources
o Announcements, news, and internal updates
o Resource categorization and navigation improvements
Partner with internal stakeholders to ensure content is current, easy to find, and useful for advisors.
Vendor & Resource Coordination
Work with outside vendors and partners to support the development of marketing resources (e.g., brochures, digital assets, presentations, campaign materials).
Oversee the process of publishing approved resources to the internal website and communicating availability to advisors.
Project & Process Support
Manage multiple marketing projects simultaneously, tracking deadlines, dependencies, and status updates.
Help improve and document processes for marketing content management, communication workflows, and vendor coordination.
Support ad hoc marketing initiatives as assigned.
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Qualifications
Required
3+ years of experience in marketing, communications, or a similar role (internships and contract roles considered).
Strong organizational and project management skills; proven ability to manage multiple projects and priorities at once.
Excellent written and verbal communication skills.
Comfort working in a structured, compliance-focused environment.
Ability to learn and use tools such as email marketing platforms, content management systems (CMS), and basic productivity and collaboration tools (e.g., Microsoft 365, Workfront, etc.).
Strong attention to detail and ability to meet deadlines consistently.
Preferred
Experience in financial services, wealth management, or another highly regulated industry.
Familiarity with marketing compliance, disclosures, and review processes.
Experience managing or updating internal websites or intranets.
Previous experience coordinating with external vendors or agencies.
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Key Competencies
Organization & Prioritization: Can track many moving pieces without dropping details.
Creativity: Able to shape engaging communications and contribute ideas for marketing content.
Collaboration: Works well with compliance, advisors, vendors, and cross-functional teams.
Adaptability: Comfortable shifting between tasks and projects in a dynamic environment.
Ownership: Takes initiative, follows through, and proactively communicates status and risks.