Analyst - Aptask : Job Details

About Client:Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.Rate Range: $30-$30.37.78/HrJob Description:

• The PWM UHNW Business Development Marketing Temp is a position focused on supporting Private Wealth Management (PWM) and International Wealth Management (IWM) teams as they engage their Ultra High Net Worth (UHNW) clients and prospects.
• The role involves managing premium client events and executing various business development / marketing initiatives to differentiate the PWM and IWM brands in the ultra-high-net-worth (UHNW) market.
• The ideal candidate will have strong organizational skills, attention to detail, and the ability to manage multiple priorities, including collaborating with Private Wealth Advisors (PWAs) and International Client Advisors (ICAs) to enhance their digital presence and develop customized marketing materials and strategies.

Responsibilities:

• Plan, execute, and track premium client events (experiential and thought leadership) for UHNW clients and prospects, ensuring seamless coordination and impactful engagement.
• Manage the internal PWM UHNW Business Development website, ensuring resources are updated, organized, and accessible.
• Collaborate with PWAs and ICAs to enhance their digital presence, including updates to websites, LinkedIn profiles, and other digital platforms.
• Develop and customize marketing materials that align with the firm's branding and meet client-specific needs, providing white-glove support to PWAs and ICAs.
• Work closely with Legal and Compliance teams to review and approve marketing content and materials, ensuring adherence to firm policies and regulatory guidelines.
• Support broader marketing efforts, including digital campaigns, content development, and social media strategies to amplify the PWM/IWM brand.
• Track and analyze marketing performance metrics using dashboards and reporting tools, providing actionable insights for optimization.
• Conduct competitive research to identify opportunities for client engagement, event offerings, and partnership strategies.
• Provide project management support for Art Resources Team.

Education:

• 2-4 years of experience in marketing, event coordination, or project management.
• Bachelor's degree required.
• Strong organizational and project management skills with exceptional attention to detail.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and digital marketing tools.
• Experience managing websites, digital campaigns, and social media platforms like LinkedIn.
• Excellent writing and communication skills, with experience in creating client-facing materials.
• Collaborative, adaptable, and proactive, with the ability to manage multiple priorities in a fast-paced environment.

Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees. About ApTask:ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.Candidate Data Collection Disclaimer:At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.If you have any concerns or queries about your personal information, please feel free to contact our compliance team at [email protected]