📌 Core Information
🔹 Job Title: Social Media Manager, Wealth
🔹 Company: Wellington Management
🔹 Location: New York, NY, United States (with flexibility for Boston, MA, United States)
🔹 Job Type: Full-Time
🔹 Category: Marketing
🔹 Date Posted: 2025-07-11
🔹 Experience Level: 2-5 years
🔹 Remote Status: Hybrid (4 days on-site, 1 day remote)
🚀 Job Overview
Key aspects of this role include:
- Developing and implementing a comprehensive paid and organic social media strategy
- Creating engaging content tailored to financial advisors and wealth management audiences
- Managing and optimizing the company's presence on key social media platforms
- Analyzing campaign performance and making data-driven recommendations
- Collaborating with cross-functional teams to ensure a cohesive approach to social media marketing
ASSUMPTION: This role requires a strong understanding of the wealth management industry and a proven track record in social media strategy and management.
📋 Key Responsibilities
✅ Develop and implement a comprehensive paid and organic social media plan that aligns with business goals, activates financial advisors, and drives engagement with content
✅ Partner with editorial, digital, and creative teams to develop high-quality, engaging social content tailored to our target audience
✅ Manage and optimize our presence on key social media platforms, including LinkedIn, Reddit, YouTube, and Meta properties
✅ Monitor and analyze content performance metrics and social listening dashboard to measure campaign effectiveness and make data-driven recommendations for improvement
✅ Collaborate closely with marketing, editorial, and business teams to ensure a cohesive and integrated approach to social media marketing
✅ Stay current with the latest social media trends, tools, and best practices to ensure our strategies remain innovative and effective
ASSUMPTION: The ideal candidate will have a deep understanding of the wealth management industry and a proven track record of creating and executing successful social media campaigns targeting financial advisors and related audiences.
🎯 Required Qualifications
Education: Bachelor’s degree in Marketing, Communications, Business, or a related field
Experience: A minimum of 3-5 years in social media strategy and management, preferably within the financial services or wealth management industry
Required Skills:
- Strong understanding of social media platforms and their respective audiences
- Demonstrated expertise creating and optimizing paid social media campaigns
- Excellent written and verbal communication skills
- Proficiency in Sprinklr or related social media management tools (i.e., Hootsuite, Meltwater, etc.)
- Strong analytical skills and the ability to interpret platform data and site traffic to drive decision-making
Preferred Skills:
- Familiarity with Adobe Analytics
- Experience working with in-house creative studios
- Knowledge of the wealth management industry
ASSUMPTION: Candidates should have a proven track record in social media management and a strong understanding of the wealth management industry.
💰 Compensation & Benefits
Salary Range: USD 65,000 - 150,000 (This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.)
Benefits:
- Retirement Plan
- Health and Wellbeing
- Dental
- Vision
- Pharmacy Coverage
- Health Savings Account
- Flexible Spending Accounts
- Commuter Program
- Employee Assistance Program
- Life and Disability Insurance
- Adoption Assistance
- Back-up Childcare
- Tuition/CFA Reimbursement
- Paid Time Off
Working Hours: 40 hours per week, with flexibility to work remotely 1 day a week
ASSUMPTION: The salary range provided is an estimate and may vary based on the candidate's skills, experience, and other factors. The total compensation package includes a base salary, discretionary Corporate Bonus and/or Incentives (if eligible), and a comprehensive benefits package.
📌 Applicant Insights
🔍 Company Context
Industry: Investment Management
Company Size: 1,001-5,000 employees
Founded: 1933
Company Description:
- Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries.
- The company offers comprehensive investment management capabilities that span nearly all segments of the global capital markets, including global equity, fixed income, currency, commodity, alternatives, and private markets.
- Wellington Management is known for its independent structure and collegial culture, which encourages collaboration and unique perspectives.
Company Specialties:
- Investment Management
- Insurance Asset Management
- Defined Contribution Investments
- Financial Reserves Management
- ESG Integration
- Liability-Driven Investing
- Multi-Manager Solutions
- Family Office Investing
- Sustainable Investing
Company Website: https://www.wellington.com/
ASSUMPTION: Wellington Management is a well-established investment management firm with a global presence and a diverse client base.
📊 Role Analysis
Career Level: Mid-level to senior role, with potential for growth and advancement within the marketing department
Reporting Structure: This role reports directly to the Head of Wealth Channel Marketing and collaborates closely with various teams, including in-house creative studios, channel and product marketing managers, data science, legal, compliance, and media teams
Work Arrangement: Hybrid (4 days on-site, 1 day remote)
Growth Opportunities:
- Potential to advance to a senior or management role within the marketing department
- Opportunity to work on high-profile campaigns and initiatives
- Chance to collaborate with and learn from experienced professionals across various teams
ASSUMPTION: This role offers significant growth potential and the opportunity to work on high-impact projects within a dynamic and collaborative environment.
🌍 Location & Work Environment
Office Type: Modern, collaborative office spaces with state-of-the-art technology and amenities
Office Location(s): New York, NY, United States (with flexibility for Boston, MA, United States)
Geographic Context:
- New York, NY, United States: A major global financial hub with a vibrant cultural scene and diverse population
- Boston, MA, United States: A historic city with a strong financial services industry and a high quality of life
Work Schedule: Monday-Friday, 9:00 AM - 5:00 PM (with flexibility for remote work 1 day per week)
ASSUMPTION: The ideal candidate will be comfortable working in a fast-paced, dynamic environment and be able to manage multiple projects and deadlines effectively.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with the hiring manager or a member of the HR team
- In-depth interview with the hiring manager and other team members
- Final interview with the Head of Wealth Channel Marketing
- Background check and reference check
Key Assessment Areas:
- Strategic thinking and problem-solving skills
- Content creation and storytelling abilities
- Knowledge of social media platforms and trends
- Analytical skills and data-driven decision-making
- Collaboration and communication skills
Application Tips:
- Highlight your relevant experience in social media strategy and management, with a focus on the wealth management industry
- Tailor your resume and cover letter to emphasize your skills and experience in the required qualifications
- Prepare examples of successful social media campaigns you have created and executed
- Follow up with the hiring manager or HR team after your interview to express your interest in the role
ATS Keywords: Social Media Strategy, Content Creation, Platform Management, Analytics, Collaboration, Communication, Data Analysis, Paid Social Media Campaigns, Social Media Management Tools, Wealth Management Industry Knowledge
ASSUMPTION: The interview process will focus on assessing the candidate's strategic thinking, content creation skills, knowledge of social media platforms, analytical skills, and collaboration abilities.
🛠️ Tools & Technologies
- Sprinklr or related social media management tools (i.e., Hootsuite, Meltwater, etc.)
- Adobe Analytics
- Microsoft Office Suite
- Project management tools (e.g., Asana, Trello, JIRA)
ASSUMPTION: The ideal candidate will have experience with social media management tools and be comfortable learning new technologies as needed.
👔 Cultural Fit Considerations
Company Values:
- Collaboration: Wellington Management encourages a collegial culture that fosters independent thought and healthy debate
- Integrity: The company maintains high ethical standards and is committed to acting with honesty and transparency
- Expertise: Wellington Management values the deep knowledge and experience of its investment professionals
Work Style:
- Dynamic and fast-paced environment
- Strong focus on collaboration and teamwork
- Data-driven decision-making
- Opportunity for growth and advancement
Self-Assessment Questions:
- Do you thrive in a dynamic, collaborative environment where independent thought and healthy debate are encouraged?
- Are you comfortable working with data and using it to drive decision-making?
- Do you have a strong understanding of the wealth management industry and a proven track record in social media strategy and management?
ASSUMPTION: Wellington Management values candidates who are collaborative, integrity-driven, and passionate about the wealth management industry.
⚠️ Potential Challenges
- Managing multiple projects and deadlines in a fast-paced environment
- Keeping up with the latest social media trends and best practices
- Collaborating effectively with various teams and stakeholders
- Working with limited resources or budget constraints
ASSUMPTION: The ideal candidate will be able to manage multiple projects and deadlines effectively, stay current with social media trends, and collaborate successfully with various teams and stakeholders.
📈 Similar Roles Comparison
- Social Media Manager (Financial Services) vs. Social Media Manager (Consumer Goods): The former role requires a deep understanding of the wealth management industry and its target audience, while the latter focuses on consumer-facing products and services
- Social Media Manager (Wealth) vs. Social Media Manager (Retail): The wealth management industry is more complex and niche than the retail industry, requiring a higher level of specialized knowledge
- Social Media Manager (Wealth) vs. Social Media Specialist (Wealth): The former role involves strategic planning and management, while the latter focuses on day-to-day content creation and execution
ASSUMPTION: The Social Media Manager, Wealth role is unique in its focus on the wealth management industry and requires a high level of specialized knowledge and strategic thinking.
📝 Sample Projects
- Developing and executing a comprehensive social media campaign to launch a new wealth management product or service
- Creating and optimizing content for a LinkedIn series focused on thought leadership and industry insights
- Managing a Reddit community for financial advisors, fostering engagement and driving brand awareness
ASSUMPTION: These sample projects demonstrate the strategic and creative aspects of the Social Media Manager, Wealth role and the opportunity to work on high-impact initiatives.
❓ Key Questions to Ask During Interview
- Can you describe the team structure and dynamics within the marketing department?
- How does Wellington Management approach collaboration and information sharing across different teams and departments?
- What are the most significant challenges facing the wealth management industry, and how does Wellington Management position itself to address them?
- What opportunities are there for growth and advancement within the marketing department and the company as a whole?
- How does Wellington Management support work-life balance and employee well-being?
ASSUMPTION: These key questions will help you better understand the role, the team, and the company culture, allowing you to make an informed decision about your fit for the position.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience in social media strategy and management, with a focus on the wealth management industry
- Prepare examples of successful social media campaigns you have created and executed
- Follow up with the hiring manager or HR team after your interview to express your interest in the role
- If you are selected for the final interview, be prepared to discuss your approach to social media strategy and management, as well as your understanding of the wealth management industry
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
