Segrera Associates
Marketing Manager
Palm Beach Gardens, Florida, US
Role snapshot
Segrera Associates is hiring a Marketing Manager on a full-time basis. This is an on-site role based in Palm Beach Gardens, Florida, US.
- Company
- Segrera Associates
- Location
- Palm Beach Gardens, Florida, US
- Work mode
- On-site
- Job type
- Full-time
- Experience
- 4+ years
- Posted
- Nov 1, 2026
Who this role suits
Practitioners with a few years behind them who can work independently, make trade-offs and help newer teammates.
How to prepare your application
- Prepare examples of decisions you drove, how you measured the result, and how you worked with other teams.
- Be ready to discuss trade-offs and scope, not only the tools you have used.
- Read what Segrera Associates publishes about its product or team, so you can say clearly why this role and this company.
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About the role
Our client in the financial services industry is seeking a highly organized and tech-savvy marketing professional to support and grow the firm's marketing, communications, client engagement, and event initiatives. This role offers flexibility based on experience level, ranging from a developing Marketing Associate to an experienced Marketing Manager capable of owning strategy and campaign execution. This is an onsite position in Palm Beach Gardens, must be able to commute to the office 5 days a week.
Responsibilities:
Events & Client Engagement
- Coordinate approximately 8 client/prospect events annually
- Manage invitations, RSVPs, logistics, and follow-up
- Track attendance and engagement metrics
- Occasional evening event support
CRM & Marketing Operations
- Maintain CRM records and audience segmentation
- Generate campaign reports and dashboards
- Track KPIs and marketing effectiveness
- Improve marketing workflows and processes
Digital Marketing
- Email marketing campaigns
- Newsletter and educational content creation
- Website and LinkedIn updates
- Digital advertising support
- Campaign performance tracking and optimization
Client Communications
- Support client review scheduling
- Coordinate reminders and follow-up communications
- Ensure a high-quality client experience
Qualifications:
- Bachelor's degree in Marketing, Communications, Business, or related field
- Financial services, wealth management, banking, insurance, accounting, or other professional services experience
- 4+ years of marketing, communications, or professional services experience
- Strong written communication and project management skills
- Advanced organizational ability and attention to detail
- Excel proficiency and reporting experience
- Comfortable learning and leveraging CRM and marketing technology platforms
Preferred:
- Email marketing and social media management
- Event planning and coordination
- CRM and marketing automation experience
- Marketing analytics and KPI reporting