Senior Associate, U.S. Wealth Channel Marketing Programs

AMG Wealth; Stamford (CT); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health and dental plans

401(k) employer matching contribution

Professional development program

Annual philanthropic gift-matching

Hybrid work schedule

Job summary

A dynamic asset management firm in Stamford, Connecticut seeks a Senior Associate for U.S. Wealth Channel Marketing Programs. The ideal candidate will possess 3-5 years of experience in wealth marketing and a strong understanding of advisor channels. Responsibilities include executing integrated marketing programs and coordinating with cross-functional teams. The position offers a robust benefits package and a supportive work environment that encourages professional growth and community involvement.

Qualifications

• 3-5 years of U.S. wealth marketing experience within asset management.
• Strong understanding of U.S. wealth channels including RIA and broker/dealer.
• Proficiency in CRM systems and marketing automation platforms.

Responsibilities

• Support integrated channel marketing programs across various media.
• Maintain program calendars and performance tracking for initiatives.
• Coordinate with cross-functional teams for timely execution.
• Ensure brand consistency and compliance across program assets.
• Coordinate with cross-functional teams to ensure timely, compliant execution.
• Manage workflows across marketing channels and align with program goals.

Skills

U.S. wealth marketing experience

Understanding of RIA and broker/dealer channels

Project management skills

Excellent communication skills

Familiarity with marketing platforms

Education

Bachelor’s degree in marketing, business, or a related field

Tools

Google Analytics

HubSpot

Salesforce

Constant Contact

Adobe

Salesforce

Job description

Entrepreneurial. Collaborative. Community-Focused. Highly Motivated. Intellectually Curious. Agile and Creative Problem Solvers. These traits characterize AMG’s culture – and we are looking to attract talented new team members who share these qualities and seek to build a long-term career among a community united by their collegial partnership orientation, ownership mindset, and disciplined execution in our collective pursuit of excellence.

Our strategy is to form unique and innovative partnerships with independent asset management firms around the world – we exist to help make these great firms even better. And, just as we act as catalysts for our partner firms’ success, we invest in our people, our most valuable asset, generating some of our strongest returns as we work together to help each individual reach their highest potential. As a public company with a lean team, AMG provides cross-functional opportunities to flex your entrepreneurial spirit, expand your skillset, and grow as a professional; every team member is integral to our success. We also care deeply about the communities in which we work and live; our organization is further defined by our commitment to giving back through charitable giving and opportunities to volunteer.

We are a community. Join us.

The Role

AMG is seeking a Senior Associate, U.S. Wealth Channel Marketing Programs, based out of Stamford, Connecticut. The Senior Associate will support the execution and implementation of integrated marketing programs across U.S. Wealth Channels, particularly with RIAs and Broker Dealer partners. This role blends strategic planning with hands‑on coordination across multiple marketing channels, ensuring consistent messaging, advisor engagement, and alignment with business goals. Additionally, this role requires a strong understanding of advisor channels within U.S. Wealth, investment solutions, especially in private markets, and a collaborative mindset to work closely with AMG Affiliates and internal stakeholders.

Core Responsibilities

• Support the implementation of integrated channel marketing programs across digital, email, print, paid media, events and more
• Maintain program calendars, timelines, and performance tracking across multiple initiatives
• Support lead generation and conversion strategies through targeted outreach and segmentation, and optimize program based on data-driven insights to improve ROI and engagement
• Ensure brand consistency and compliance across program assets
• Coordinate with cross-functional teams including Client Solutions, Affiliate Product Strategy, Legal, Compliance, and Operations to ensure timely and compliant execution
• Uphold brand consistency and high standards across all marketing materials
• Manage workflows across marketing channels ensuring alignment with brand and program goals
• Coordinate with internal stakeholders including Legal, Compliance, Product, and Sales to ensure alignment and timely execution

Qualifications and Attributes

• Bachelor’s degree in marketing, business, or a related field
• 3-5 years of U.S. wealth marketing experience within asset management
• Strong understanding of U.S. wealth management channels including RIA, broker/dealer and independent firms
• Knowledge of investment solutions preferred
• Track record of successfully managing and optimizing channel marketing programsStrong project management skills and experience with marketing platforms (e.g., Google Analytics, Seismic, HubSpot, Constant Contact, Adobe, and more)
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team in a fast-pace environment
• Proficiency in marketing automation platforms and CRM systems, Salesforce experience a plus
• Knowledge of Search Engine Optimization , Search Engine Marketing , and paid media advertising

Robust and competitive benefits package, including comprehensive health and dental plans, 401(k) employer matching contribution, professional development program, employee referral program, annual philanthropic gift-matching, and hybrid work schedule.

About AMG Funds LLC

AMG’s Wealth platform provides access to certain of AMG’s partner firms, which include leading independent investment management firms. Through our Wealth platform, we provide a broad array of our Affiliates’ differentiated investment strategies to the financial advisor community and their clients to help clients achieve their long-term investing goals. For more information, please visit www.wealth.amg.com.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by employees in this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

AMG is an equal-opportunity employer. AMG believes diversity is an essential part of our commitment to a quality workforce and considers all candidates for employment regardless of their race (inclusive of traits historically associated with race, including but not limited to hair texture and protective hairstyles), color, ethnicity, religion, religious creed, sex, pregnancy or pregnancy-related condition, medical condition, sexual orientation, gender identity or expression, age, national origin (including language), physical or mental disability, genetic information, ancestry, veteran status, military service, application for military service, marital status, or any other category or status protected by applicable law.