Marketing Generalist - Professional

Title: Marketing Generalist / Professional

Location: New York, NY 

(Hybrid 3 Days onite- 02 Days Remote)

Job Description:

Duration: 06-12 Months (Possible Conversion/Extension)

• Due to client requirements this role is only open to USC OR GC candidates*

Must-Have Skills / Experience (Non-Negotiable):

• Experience with Eloqua.
• Ability to multitask.
• Strong relationship management skills for working with outside vendors.
• Proofreading and attention to detail.
• Works well independently; can create emails and posts without much direction.
• Ability to make updates and curate content on internal websites.

Role Overview

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:
• Upcoming webinars and events
• Process or workflow changes
• Notable changes in the financial landscape
• 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:
• New marketing resources
• Announcements, news, and internal updates
• 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.

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.

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.

About Matlen Silver

Experience Matters. Let your experience be driven by our experience. For more than 40 years, Matlen Silver has delivered solutions for complex talent and technology needs to Fortune 500 companies and industry leaders. Led by hard work, honesty, and a trusted team of experts, we can say that Matlen Silver technology has created a solutions experience and legacy of success that is the difference in the way the world works.

Matlen Silver is an Equal Opportunity Employer and considers all applicants for all positions without regard to race, color, religion, gender, national origin, age, sexual orientation, veteran status, the presence of a non-job-related medical condition or disability, or any other legally protected status.