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Marketing Associate - Lead Development At $1B AUM Registered Investment Advisor

Location: Oakland, California

Job Description

Reports To

The Marketing Associate - Lead Development role will report to the CEO.

Job Overview

The Marketing Associate - Lead Development role is a key part of the Wealth Management Firm's new business marketing efforts. The purpose of this role is to ensure all new business leads are promptly booked and confirmed for initial discovery appointments. Highly responsive engagement with leads according to a new business touchpoint timeline is key to successfully performing this job.

Responsibilities and Duties

Job Type: Full-time

Salary: $70,000.00 to $90,000.00 /year

Experience:

Education:

Location: