Associate - Channel Marketing

Straive; New York (NY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Straive in New York is seeking an Associate - Channel Marketing to drive data-driven campaigns for financial advisor segments. You will collaborate across Channel Marketing, Digital, Events, Content, Creative, and Analytics, with exposure to sales teams.

Data, automation, and AI are core tools to optimize engagement and measure impact. The role focuses on strategy, segmentation, and integrated programs that align with distribution priorities.

Qualifications

• 2–3 years in asset/wealth management, financial services, or related marketing.
• Familiarity with intermediary, institutional, or advisor segments.
• Using data, martech, automation, and analytics to improve results.
• Interest in AI and innovative tools; campaign execution, project management, performance measurement.
• Experience collaborating with sales teams and internal stakeholders.
• Understanding of client engagement and investment decision-making.
• Product knowledge: Models, Alternatives, Municipals, SMAs, ETFs.
• Platforms such as Smartsheet and Seismic.
• Organized Executor: Detail-oriented, strong project management skills, owns delivery across competing priorities.
• Communicator & Collaborator: Synthesizes ideas across disciplines and builds relationships across teams.
• Curious Learner: Eager to understand client needs, distribution priorities, and market shifts; welcomes feedback.
• Core Values Alignment: High integrity, sound judgment, and a commitment to collaboration, openness, responsibility, and excellence.
• Experimenter: Creative and resourceful, always looking for smarter ways of working.

Responsibilities

• Strategy & Execution: Support integrated, multi-channel strategies tied to firmwide growth goals; execute plans and campaigns for key client segments.
• Targeting & Segmentation: Use insights and analytics to sharpen personalization, engagement, and effectiveness.
• Integrated Programs: Help build and activate programs driving awareness, engagement, and conversion across the client lifecycle.
• Collaboration: Partner with sales, client-facing teams, and Digital, Events, Content, Creative, and Analytics for a cohesive client experience.
• Measurement: Track performance; apply test-and-learn methodologies using data, client feedback, and market insights.
• Innovation: Adopt new tools, technologies, and ways of working that improve effectiveness and scale.
• Sales Enablement: Keep sales teams supplied with relevant, timely marketing resources.
• Ops & Compliance: Juggle multiple projects and deadlines; ensure activities meet regulatory requirements with Compliance.

Skills

Asset/Wealth marketing

Data-driven marketing

Campaign execution

Project management

Collaboration with sales

AI tools awareness

Martech analytics

Communication

Tools

Smartsheet

Seismic

Job description

Straive is a global leader in enterprise-grade data analytics and AI solutions, committed to empowering businesses across various industries with cutting-edge technology and expert insights. Backed by EQT, a top private equity firm, we are uniquely positioned to drive innovation through significant investments and an entrepreneurial spirit.

Our core focus is on delivering advanced Data Analytics & AI Solutions. By combining sophisticated technology with subject matter expertise, we deliver material impact on our clients' topline and streamline their operations. We specialize in providing tailored solutions across financial services, CPG, legal, pharma, life sciences, retail and logistics, helping them build robust data analytics and AI capabilities.

With a client base spanning 30 countries, Straive's strategically located teams operate from eight countries and is headquartered in Singapore. This global presence enables us to offer localized expertise with a worldwide perspective.

Join Straive to be part of a dynamic team at the forefront of data analytics and AI innovation. Here, you'll have the opportunity to contribute to transformative projects, supported by significant investments and an entrepreneurial drive fueled by our partnership with EQT.

Website: https://www.straive.com/

Job Title: Associate - Channel Marketing

Job Type: FTE

Job Location: NYC/NJ

JOB DESCRIPTION :

A hands‑on, tech-forward marketer who executes data-driven, multi-year marketing strategies to grow engagement with financial advisors: segmentation, targeted campaigns, and integrated programs that support distribution priorities and show measurable impact. You'll work across Channel Marketing, Digital, Events, Content, Creative, and Analytics, with regular exposure to sales and client-facing teams. Data, automation, and AI are expected tools of the job.

Key Responsibilities:

• Strategy & Execution: Support integrated, multi-channel strategies tied to firmwide growth goals; execute plans and campaigns for key client segments.
• Targeting & Segmentation: Use insights and analytics to sharpen personalization, engagement, and effectiveness.
• Integrated Programs: Help build and activate programs driving awareness, engagement, and conversion across the client lifecycle.
• Collaboration: Partner with sales, client-facing teams, and Digital, Events, Content, Creative, and Analytics for a cohesive client experience.
• Measurement: Track performance; apply test-and-learn methodologies using data, client feedback, and market insights.
• Innovation: Adopt new tools, technologies, and ways of working that improve effectiveness and scale.
• Sales Enablement: Keep sales teams supplied with relevant, timely marketing resources.
• Ops & Compliance: Juggle multiple projects and deadlines; ensure activities meet regulatory requirements with Compliance.

Key Qualifications & Skills

• 2–3 years in asset/wealth management, financial services, or related marketing
• Familiarity with intermediary, institutional, or advisor segments
• Using data, martech, automation, and analytics to improve results
• Interest in AI and innovative tools; campaign execution, project management, performance measurement
• Experience collaborating with sales teams and internal stakeholders
• Understanding of client engagement and investment decision-making
• Product knowledge: Models, Alternatives, Municipals, SMAs, ETFs
• Platforms such as Smartsheet and Seismic
• Organized Executor: Detail-oriented, strong project management skills, owns delivery across competing priorities.
• Communicator & Collaborator: Synthesizes ideas across disciplines and builds relationships across teams.
• Curious Learner: Eager to understand client needs, distribution priorities, and market shifts; welcomes feedback.
• Core Values Alignment: High integrity, sound judgment, and a commitment to collaboration, openness, responsibility, and excellence.
• Experimenter: Creative and resourceful, always looking for smarter ways of working.

This job description is not intended to cover or contain a comprehensive listing of all responsibilities, duties, or activities that are required. Responsibilities, duties, and/or activities may change, or new ones may be added at any time with or without notice.

If you are a motivated professional with a passion for delivering impactful solutions, we’d love to hear from you.

"Straive is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination based on age, disability, sex, race, religion or belief, gender reassignment, marriage/civil partnership, pregnancy/maternity, or sexual orientation.

We are an inclusive organization and actively promote equality of opportunity for all with the right mix of talent, skills and potential. We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone.