Careers
Life at Balentine
Balentine’s culture reflects a collaborative workforce driven by excellence and a commitment to lifelong learning. Our goal is to create an environment where motivated people flourish. Beginning with a thorough, engaging onboarding experience, our dedicated human capital team offers a complete life cycle of talent development opportunities during your career at Balentine. See our open wealth management jobs below.
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Marketing Associate – Content Specialist (Atlanta, GA & Raleigh, NC)
The Marketing Associate (MA) is a very exciting opportunity for the right individual to learn about a wealth management firm’s entire business strategy and to participate heavily in the creation of materials that truly represent the heart of the firm and will allow Balentine to serve its clients.
From the entrepreneur wanting to leave a legacy of hard work and philanthropy for future generations to the foundations and endowments whose continued financial success will allow an untold number of people to live a life of dignity and accomplishment, Balentine is here to help clients achieve their goals. In this endeavor, the MA plays an integral role by generating content and documents across all mediums whose presentation capture the heart of Balentine and express our brand and our mission in a professional, aesthetically captivating way. In this way the MA directly contributes to the firm’s ability to help our clients and impacts overall growth potential of the firm as well.
The MA will report to the Director of Marketing and work alongside other Marketing team members to design and bring to life materials that embody Balentine’s core values. This Marketing Associate will collaborate on general marketing efforts and will specialize in content marketing.
Requirements
Balentine is a self-sufficient, entrepreneurial firm, and we look for new employees who possess skills and experiences that will build upon the current team’s abilities and expertise. The Marketing Associate should have experience in all the Microsoft Office Suite and the Adobe Creative Suite (Photoshop, Illustrator, InDesign, and Acrobat). The MA role at Balentine offers the employee a chance to be both creative and analytical on a daily basis, to innovate while learning all aspects of the marketing team. Though not required, experience with WordPress is a desired attribute for this role.
Marketing Content & Branding
- Creation – Generate the first draft of standard marketing pieces such as ‘requests for proposals,’ survey submissions, investment commentary pieces and presentation materials; then work with the Director of Marketing to finalize all pieces.
- Proofing – Review all presentation material for typos, grammatical errors, and formatting issues
- Branding and Presentation – Apply Balentine standard branding to all documents and use creativity and Acrobat software to turn materials into eye-catching, professional publications that represent Balentine’s core values
- Content Nurturing – Work with the Director of Marketing to plan email marketing campaigns and develop content for email marketing.
- Social Media – Generate engaging content and upload across all of Balentine’s social media platforms, Twitter, Facebook, et cetera
- Online Presence – Maintain Balentine’s website to keep the material fresh and relevant
- Department Documentation – Ensure current Marketing materials are updated, branded, and accessible, as needed, across the firm
- Compliance – Submit all Marketing material for compliance review as required by industry regulators; track and communicate approval with interested parties
Marketing Pipeline
- Content Analytics – Provide regular analysis and metrics of content engagement; work with Client Relationship teams to produce and track action-items based on the data
- Ideas – Participate in brain-storming sessions for new pitches and department development ideas
General Marketing Coordination
- Event Assistance – Provide support as needed for external events, webinars and podcasts, including organizing, planning, setting up, and coordinating with vendors.
- Media – Contribute to and edit press releases on an as needed basis; coordinate incoming requests for comments and interviews with local and national media
Competencies
While we acknowledge there can be multiple approaches to a job well-done, the below competencies outline some of the characteristics that we expect to contribute to the success of the MA.
- Passion
- Demonstrable, genuine enthusiasm towards both the investment industry and Balentine
- Creativity
- Ability to dream and bring to life new ideas that help the firm and help our clients
- Design-focused
- Ability to structure and format materials across all mediums in such a way that is both consistent with Balentine’s message and draws the audience in to learn more
- Have an eye for the aesthetics
- Effective Communicator
- Ability to exchange information across different channels
- Knowing your audience and adjusting the message in order to be understood and to accomplish the desired outcome
- Curious
- Desire to continuously learn and add value in new ways
- Desire to seek out information and understand the root of the matter
- Desire for continued growth personally and professionally
- Coachable
- Welcoming of feedback
- Ability to learn quickly and adjust output accordingly based on feedback
- Analytical / Critical Thinking
- Ability to process qualitative or quantitative data and turn into actionable items for improvement
- Flexible and Adaptable
- Is unperturbed by changing priorities and conditions; is capable of shifting concentrations throughout the day
- Willing to work after normal hours in order to complete time-sensitive projects as needed
Compensation
A competitive compensation package will be offered, including an attractive base salary and benefits. If interested, use the button below to submit your cover letter and resume. Please title the subject line: Marketing Associate – Content Specialist.
Email ResumeMarketing Associate – Digital Marketing Specialist (Atlanta, GA & Raleigh, NC)
The Marketing Associate (MA) is a very exciting opportunity for the right individual to learn about a wealth management firm’s entire business strategy and to participate heavily in the creation of materials that truly represent the heart of the firm and will allow Balentine to serve its clients.
From the entrepreneur wanting to leave a legacy of hard work and philanthropy for future generations to the foundations and endowments whose continued financial success will allow an untold number of people to live a life of dignity and accomplishment, Balentine is here to help clients achieve their goals. In this endeavor, the MA plays an integral role by generating content and documents across all mediums whose presentation capture the heart of Balentine and express our brand and our mission in a professional, aesthetically captivating way. In this way the MA directly contributes to the firm’s ability to help our clients and impacts overall growth potential of the firm as well.
The MA will report to the Director of Marketing and work alongside other Marketing team members to design and bring to life materials that embody Balentine’s core values. This Marketing Associate will collaborate on general marketing efforts and will specialize in digital marketing initiatives.
Requirements
Balentine is a self-sufficient, entrepreneurial firm, and we look for new employees who possess skills and experiences that will build upon the current team’s abilities and expertise. The Marketing Associate should have strong experience in the Microsoft Office Suite, WordPress, HubSpot, Google Analytics and some experience in Adobe Creative Suite (Photoshop, Illustrator, InDesign, and Acrobat). The MA role at Balentine offers the employee a chance to be both creative and analytical on a daily basis, to innovate while learning all aspects of the marketing team.
Digital Marketing
- Lead Generation and Automation – strong working knowledge of HubSpot with experience building workflows and automations, creating lead gen marketing campaigns, building landing pages, designing and sending email campaigns, building and integrating progressive forms
- Social Media – strong working knowledge of social media platforms – LinkedIn, Facebook, Twitter – and ability to execute activities that will boost visibility on social channels. Will also work to connect social accounts to Hubspot and build automations between Hubspot and social display ads.
- WordPress Website – serve as primary team member for posting blogs, updating content, building landings pages and integrating Hubspot forms onto primary website. Will also work closely with website vendor on the design and development of a complete website overhaul, bringing a working knowledge of how the website supports a sales funnel.
Data & Analytics
- Research – Stay informed of competitor digital marketing efforts for benchmarking purposes
- Analytics – Provide regular analysis and metrics of content and digital engagement; work with Client Relationship teams to produce and track action-items based on the data. Primary reporting sources are Hubspot, Google Analytics, and Salesforce
- Ideas – Participate in brain-storming sessions for new pitches and department development ideas and bring forth data-driven recommendations
General Marketing Coordination
- Event Assistance – Provide support as needed for external events, webinars and podcasts, including organizing, planning, setting up, and coordinating with vendors.
- Creation – prepare presentation materials, requests for proposals, survey submissions, investment commentary pieces and other marketing driven collateral
- Branding and Presentation – Apply Balentine standard branding to all documents and use creativity and Acrobat software to turn materials into eye-catching, professional publications that represent Balentine’s core values
Competencies
While we acknowledge there can be multiple approaches to a job well-done, the below competencies outline some of the characteristics that we expect to contribute to the success of the MA.
- Passion
- Demonstrable, genuine enthusiasm towards both the investment industry and Balentine
- Creativity
- Ability to dream and bring to life new ideas that help the firm and help our clients
- Design-focused
- Ability to structure and format materials across all mediums in such a way that is both consistent with Balentine’s message and draws the audience in to learn more
- Have an eye for the aesthetics
- Effective Communicator
- Ability to exchange information across different channels
- Knowing your audience and adjusting the message in order to be understood and to accomplish the desired outcome
- Curious
- Desire to continuously learn and add value in new ways
- Desire to seek out information and understand the root of the matter
- Desire for continued growth personally and professionally
- Coachable
- Welcoming of feedback
- Ability to learn quickly and adjust output accordingly based on feedback
- Analytical / Critical Thinking
- Ability to process qualitative or quantitative data and turn into actionable items for improvement
- Flexible and Adaptable
- Is unperturbed by changing priorities and conditions; is capable of shifting concentrations throughout the day
- Willing to work after normal hours in order to complete time-sensitive projects as needed
Compensation
A competitive compensation package will be offered, including an attractive base salary and benefits. If interested, use the button below to submit your cover letter and resume. Please title the subject line: Marketing Associate – Digital Marketing Specialist.
Email Resume
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