Marketing Associate

Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement. Advisors use Income Lab to give clients targeted, customized advice about how much they can spend, when and how to adjust spending for evolving economic and market conditions, and how to optimize distribution plans for tax efficiency. Income Lab was named “Best in Show” at the 2022 & 2023 XYPN Advisor Tech Expo, was the #1 Retirement Distribution Planning Tool in the 2024 T3|Inside Information Advisor Software Survey, and was named a “Stand Out in Retirement Distribution Planning” and rated highest in satisfaction and value by the Kitces.com Report: The Technology that Independent Financial Advisors Actually Use (And Like)”.

We are seeking a creative, detail-oriented, and enthusiastic Marketing Associate to join our marketing team. The marketing associate will assist in developing and executing marketing campaigns, creating content, managing social media channels, and analyzing campaign performance.

• Assist in the development and execution of multi-channel marketing campaigns, including email, social media, and digital advertising.
• Create, edit, and manage content for social media platforms, company website, blog, and marketing materials.
• Assist in the development and implementation of a social media content calendar aligned with marketing campaigns and business goals.
• Monitor and engage with social media communities, responding to comments and messages.
• Collaborate with internal teams to ensure brand consistency and messaging alignment.
• Analyze and report on the effectiveness of marketing campaigns, providing actionable insights for optimization.
• Maintain the marketing calendar and ensure timely execution of campaigns and deliverables.
• Support planning and coordination for webinars, conferences, and other company initiatives.

• Bachelor's degree in Marketing, Communications, Business, or a related field.
• 1-2 years of experience in a marketing role (internships included).
• Excellent written and verbal communication skills.
• Familiarity with digital marketing tools and platforms, including social media scheduling tools, email marketing software, and analytics dashboards (e.g., Google Analytics).
• Strong organizational and project management skills with attention to detail.
• Ability to work collaboratively with cross-functional teams.
• Familiarity with graphic design tools (e.g., Canva or Figma) is a plus.

• Salary, stock options, and benefits package.
• Collaborative and supportive work environment.
• Remote work setup with occasional in-person meetings for team building and training.
• Opportunities for professional growth and advancement.

If you are passionate about enhancing customer experiences and driving customer retention, we would love to hear from you. Please submit your resume to info@incomelab.io.

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