Marketing Associate

Position Summary

Axcelus Financial is seeking a dynamic and detail-oriented Marketing Associate to join our growing team in Philadelphia! This is a fantastic opportunity for a motivated individual with a passion for marketing and a strong understanding of the financial industry to contribute to our success.

As a Marketing Associate, you will play a crucial role in enhancing our brand presence and supporting our sales initiatives. You will work closely with the Director of Marketing & Strategic Initiatives to execute a variety of marketing activities, with a focus on digital engagement, event coordination, and sales support.

A leader in the private placement insurance space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and preserve their assets. Formerly Lombard International US & Bermuda, the new Axcelus name and brand was officially adopted in January of 2024. As Axcelus Financial, we leverage three decades of experience and trusted leadership in the insurance industry to understand our client's unique needs and challenges, and we are committed to meeting them with the highest levels of service. For institutions, our Global Institutions practice provides investment managers and their institutional client base (both domestic and non-U.S.) with unique, tax-efficient structures to access U.S. private markets. For individuals and families, our extensive expertise in Private Placement Life Insurance and Annuities enable us to curate solutions that efficiently and effectively address the unique goals, needs, and tax implications of high-net worth and ultra-high-net-worth individuals and families

Responsibilities

• Social Media Management: Develop and implement strategies to grow our social media presence across various platforms, creating engaging content and monitoring performance.
• Event Planning & Coordination: Assist in the planning and execution of company events, including logistics, vendor management, and on-site support (some travel may be required).
• Sales Support & Sponsorships: Collaborate with the sales team to coordinate sponsorships, manage exhibit booth logistics (including shipping and setup), and provide marketing materials.
• Content Creation & Management: Assist in the development and updating of marketing materials, including PowerPoint presentations, brochures, newsletters, and thought leadership pieces.
• Digital Marketing: Help schedule and promote webinars, and assist with other digital marketing initiatives.
• Software Proficiency: Utilize Adobe InDesign and PowerPoint to create and edit marketing materials.
• Logistical Support: Manage the shipping and handling of marketing materials and exhibit booth equipment, including the ability to lift and move boxes.
• General Marketing Support: Provide administrative and project-based support to the marketing team as needed.

The Ideal Candidate will possess the following:

• 2-3 years of experience in marketing, preferably within the insurance or financial services industry.
• Strong understanding of investments and financial concepts.
• Proven experience managing social media platforms and creating engaging content.
• Excellent written and verbal communication skills.
• Proficiency in Adobe InDesign and Microsoft PowerPoint.
• Strong organizational and project management skills.
• Ability to work independently and as part of a team.
• Experience with event planning and coordination.   
• Ability to lift and move boxes.
• Bachelor’s degree in Marketing, Communications, Business, or a related field preferred.

This is a hybrid position, requiring 2-3 days per week in our Philadelphia office.

Axcelus Financial is committed to creating a diverse and inclusive workforce and we are proud to be an equal opportunity employer that does not discriminate against any employee or applicant on the basis of race, religion, color, age, national origin, sexual orientation, disability, gender identity or any other state, federal or local protected class. At Axcelus, we understand that cultivating and maintaining a culture of diversity and inclusion allows the company to thrive and creates an environment where everyone feels empowered, respected and valued.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.