The Marketing Associate is the first point of contact for all marketing events and strategies in the regional CLA offices, contributes to the implementation and execution of industry and service group marketing plans, and acts as liaison to the firm marketing team. S/he is accountable for daily efforts around CRM management.
Daily management and execution for all marketing events, initiatives, and strategies in the regional CLA offices
Key contact for the offices with a direct link to the firm marketing team to ensure consistency of strategy, messaging, and visuals
Execute regional campaigns including direct marketing, email campaigns, coordination of speaking engagements, and overall event coordination
Trade show and event coordination including pre-show planning, goal identification, event logistics, speaker submissions and promotional items, and banner orders
Assist with proposal execution receiving initial RFP and ensuring questions are answered accurately before CRL reviews and finalizes
Draft and submit local news releases
Understand, apply, and communicate ad request and submit to design team
Maintain myCLA page for office/region
S/he will assist in the execution of the marketing plan, budget and track return on investment
Manages CRM activity for the offices and ensures the data is updated with assistance of Virtual Assistant(s)
Daily maintenance of CRM to ensure accuracy and data integrity including frequent updates of contact information, opportunities, and activity entry
Designs dashboards and reports activity to the MPO/Team leads on a regular basis
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets – all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized kn...owledge of their operating and regulatory environments. With over 4,400 people, 100 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.