Demo

New Client Acquisition Marketing Intern

Assetmark
Concord, CA Intern
POSTED ON 1/21/2025
AVAILABLE BEFORE 4/21/2025

Job Description :

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose.

The Job / What You'll Do :

If you have a passion for learning and are serious about growing your skill set, let AssetMark be the bridge to your future! The New Client Acquisition Marketing Intern role is a great opportunity for students interested in a 10-week internship that provides valuable work experience for a successful start to any Marketing career. The New Client Acquisition Marketing Intern will support the Advisor Success Marketing team by working first-hand on new client acquisition and nurturing initiatives for AssetMark, learning how to use data to make decisions that impact how and what we do to contribute to the firm's overall growth goals. You will gain exposure to lead generation, client acquisition, and nurture initiatives, and assist with the development of new campaigns and marketing collateral.

Responsibilities : Analyze current lead generation and client acquisition campaigns and utilize data to tell a cohesive story and outline recommended next stepsTrack and review performance and engagement indicators assess the effectiveness of marketing efforts and provide reporting to team membersReview, audit, and organize all resources, identifying outdated or expired materials, and ensuring the library is accurate and up-to-dateAnalyze campaign materials to surface outdated or expired items, presenting actionable recommendations to keep campaigns relevant and impactfulAssist with the development of content to support lead and new client nurture experiences through email, social media, and web channelsWork with our Marketing and Sales and Consulting teams to help create relevant marketing collateralAttend and assist with meetingsLearn the sales cycle and how marketing effectively supports sales with revenue-generating marketing practicesDevelop project plans from start to finish and follow up on outstanding project deliverablesIncorporate all your learnings into a final presentation that brings your experience to lifePresent on project outcomes and learnings at the end of the internshipOther tasks as assigned

Knowledge, Skills, and Abilities : Strong interpersonal and communication skillsDemonstrated proficiency in oral and written communicationsStrong attention to detailA positive, team-oriented, can-do attitudeIntermediate-Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook)

Education & Experience : Pursuing a Bachelor's or Master's degree in Business, Finance, Marketing or a related field; will consider recent graduatesPreferred minimum GPA of 3.0 on a 4.0 scaleExperience or exposure to the financial services industry is a plusExperience with or exposure to project management tools, CMS, and CRMs (experience with Wrike, HubSpot, and Salesforce is a plus)

Internship Details : Hourly wage : $17.00 per hourInternship Duration : June 9th - August 15th

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

LI-CR1#LI-hybrid

Who We Are & What We Offer : AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

Flex Time Off or Paid Time / Sick Time Off401K - 6% Employer MatchMedical, Dental, Vision - HDHP or PPOHSA - Employer contribution (HDHP only)Volunteer Time OffCareer Development / RecognitionFitness ReimbursementHybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Salary : $17

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