Marketing Review Analyst - Managed Services

You will be responsible for reviewing client advertising/marketing materials (including articles, blogs, performance advertising, podcasts, newsletters, pitch decks, etc.) for consistency with applicable SEC or state regulatory requirements. You will review client emails using a combination of keyword flags and random sampling to identify potential issues. Help administer client code of ethics requirements. You will also assist with various regulatory filing processes, such as Form 13F and other tasks as assigned.