Institutional Client Associate

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Take charge of the strategy, preparation, and content development for Sales Enablement: Collaborate with the Sales team to produce impactful pitch decks, one-pagers, and customized materials that highlight EFE’s market leadership, mission, and value proposition.

• Craft tailored narratives that engage, persuade, and foster enduring relationships with some of the largest employers in the nation.

• Convert data and technical information related to investment management and products into RFP responses and creative, original stories illustrating the value and impact of our financial planning and advisory services for employer clients.

• Utilize both internal and external resources to investigate and reveal client-specific priorities and engagement metrics, thereby crafting bespoke and engaging content while identifying opportunities for clients to adopt additional services.

• Collaborate with our internal Sales and client servicing teams, facilitate internal meetings, and pinpoint key themes that resonate with prospective or existing clients, transforming those themes into compelling presentations.

• Create content for multi-channel engagement opportunities (email, paid search, LinkedIn, industry events) to nurture leads and reinforce EFE’s value proposition to current clients.

⛳️ Requirements

• A minimum of 4 years of relevant professional experience.

• Bachelor’s degree with expertise in B2B storytelling and financial services is essential; familiarity with the needs and challenges of large employer audiences is advantageous.

• Client-centric approach: Tackles challenges with empathy and curiosity; demonstrates the ability to understand the perspectives of large employer clients to build trust, recognize opportunities, and showcase the value our services offer to both the employer client and their employees.

• Proven experience collaborating with Sales and internal client-serving partners.

• An "owner" mentality, enthusiastic about taking charge of projects, confidently proposing ideas, and swiftly adapting in a fast-paced B2B environment.

• A strategic and confident sales-oriented marketer capable of managing multiple projects concurrently.

• Outstanding communicator with strong listening, verbal, writing, and proofreading abilities.

• Proficient in building relationships at all organizational levels.

• Strong skills in content creation and PowerPoint are required, along with an eye for creative design and the ability to visualize data and complex subjects.

• Marketing samples may be requested.

🏝️ Benefits

• Health insurance

• Retirement plans

• Paid time off

• Flexible work arrangements

• Professional development