Senior Associate, Industry Marketing

Posted Yesterday
Be an Early Applicant
5 Locations
In-Office
75K-90K Annually
Senior level
Professional Services • Real Estate • Consulting • Financial Services
The Role
Supports asset management industry marketing and business development through growth planning, event sponsorships, lead generation, thought leadership, website and collateral oversight, competitor research, CRM tracking, internal communications, and client experience initiatives. The role collaborates with market leaders, business development, and firmwide marketing teams to manage campaigns, relationships, proposals, and strategic go-to-market activities.
Summary Generated by Built In
What You’ll Do

Are you a dynamic marketing professional with a passion for driving growth? Cohen & Co is seeking a Senior Associate, Industry Marketing, to support the marketing and business development activities of the firm’s asset management industry groups. In this role, you will collaborate with team members to implement top-of-funnel lead generation initiatives that produce opportunities for enhanced relationships and business growth.


Currently reporting to the Chief Marketing Officer the position requires cross-functional teaming with Vertical Market Leaders for Registered Funds, Private Funds and Digital Asset Funds, the Business Development team and the firmwide Marketing team to drive meaningful results and contribute to the Firm’s strategic priority of being a Premium Provider to the markets it serves.

 

  • Work with Vertical Market Leaders to establish and keep updated growth plan elements including ideal client profile, SWOT analysis, strategic initiatives, KPIs, key competitors, etc.
  • Own Asset Management event sponsorship activity
    • Calendar of events
    • Associated budget
    • Pre-event planning meetings
    • Salesforce campaign and activity tracking
    • Post-event debriefs
    • ROI/associated activity tracking and reporting
    • Associated thought leadership and social media activity
    • Related sponsorship marketing needs
  • Develop and keep updated relevant Asset Management industry stats which support differentiated messaging in the market
  • Provide oversight for and keep updated Asset Management website content and marketing collateral
  • Maintain knowledge of key competitor activity
  • Oversee tracking of key Centers of Influence (COI) relationships and activities
  • Build/maintain industry association relationships
  • Lead internal communication efforts for the Asset Management group
    • Facilitate firmwide Asset Management community calls (scheduling, messaging, materials)
    • Publish internal newsletter
    • Maintain relevant Intranet pages
  • Support Asset Management client experience initiatives, e.g., satisfaction and perception surveys
  • Support Asset Management thought leadership opportunities spanning white papers, webinars and surveys
  • Support Asset Management Vertical Market Leaders on pipeline opportunity management and proposal/RFP activity
  • Support Growth Leadership Team activities related to strategic Asset Management go-to-market activities
    • Activate/test Minimum Viable Product ideas
    • Lead generation campaigns
    • Key Account Management
    • Integration of new partner laterals and M&A

 

 Who You Are

Required:

  • Bachelor’s degree in marketing, business, or communications; or equivalent practical experience 
  • Minimum of 3 years in a marketing or BD support role, preferably with a professional services firm (accounting, law, consulting) 
  • Asset management / investment industry experience preferred
  • Proficient in Microsoft Office Suite 
  • Experience with CRM, Salesforce preferred 
  • Experience with marketing automation preferred 
  • Strong project management skills and the ability to manage multiple, and sometimes time-sensitive, projects simultaneously 
  • Strong interpersonal and communication skills—both verbal and in writing, with excellent attention to detail  
  • Strong client service skills, able to anticipate needs and exercise independent judgment 
  • Results-oriented, with a passion for driving growth and innovation  
  • A collaborative approach, with the ability to work across multiple departments and influence stakeholders at all levels 
Who We Are

#LifeatCohen


Sure, we like numbers. (But we’ll never treat you like one.)


At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:

  • Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
  • Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!

Learn More About Us!
  • Discover our Passion, Purpose & Expertise
  • Learn more about our Firm's culture
Estimated Base Range: $75,000 - $90,000

*Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities.

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.

Skills Required

  • Bachelor's degree in marketing, business, or communications, or equivalent practical experience
  • Minimum of 3 years of experience in a marketing or business development support role
  • Proficiency in Microsoft Office Suite
  • Strong project management skills and ability to manage multiple time-sensitive projects
  • Strong verbal and written interpersonal communication skills with excellent attention to detail
  • Strong client service skills and ability to anticipate needs and exercise independent judgment
  • Results-oriented approach with a passion for driving growth and innovation
  • Collaborative approach and ability to influence stakeholders across departments and levels
  • Experience with a professional services firm, preferably accounting, law, or consulting
  • Asset management or investment industry experience
  • Experience with CRM, preferably Salesforce
  • Experience with marketing automation
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The Company
HQ: Cleveland, OH
900 Employees
Year Founded: 1977

What We Do

Founded in 1977, Cohen & Co is a top tax and accounting firm recognized by USA TODAY. The company provides top-tier tax, assurance, and advisory services to a diverse range of clients, including privately held companies, public and private funds, fund service providers within the asset management industry, and Fortune 1000 multinational enterprises across the United States and internationally.

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