Carolyn L. Cawley
Boston,MA
Summary
Content and marketing strategist with 10+ years of experience developing thought leadership and coordinating high-impact marketing initiatives across private wealth and institutional audiences. Skilled at unifying messaging, scaling content processes, and driving relationship-based marketing for financial advisors, COIs, and family offices.
Overview
11
11
years of professional experience
Work History
Associate Director, Global Marketing (Content & Creative Strategy)
Cambridge Associates
Boston, USA
08.2024 - 06.2025
- Worked to establish and execute the firm's central content strategy function, aligning editorial, design, and content planning with strategic growth priorities.
- Developed and executed multi-media content to support campaigns across business lines, with a focus on supporting key messages in private investments, private wealth, and asset class expertise.
- Managed conference presentation content for flagship events, including the Private Investments Summit and Family Office Forum.
- Partnered with subject matter experts to develop, create, and refine high-impact presentations on topics including growth equity, manager selection, wealth management costs, and asset allocation.
- Created a process to improve intake, prioritization, and review processes, supporting efficient cross-team workflows and content governance.
- Ensured regulatory compliance for new marketing materials and improved processes by implementing clear global disclosure language.
Associate Director, Segment Marketing (Private Clients)
Cambridge Associates
Boston, USA
05.2022 - 08.2024
- Defined and led marketing strategy for private client segments including intermediaries, next-gen family members, women in wealth, and business owners.
- Collaborated with global business development and investment colleagues to develop presentation content and bespoke event materials to better meet client needs and elevate the prospect experience.
- Designed messaging frameworks and created modular, reusable content for distribution across digital, event, and one-on-one channels.
- Enhanced internal enablement through toolkits, outreach efforts, and a streamlined content library.
Marketing Manager, Eaton Vance Advisor Institute
Eaton Vance
Boston, USA
01.2020 - 05.2022
- Led content planning and cross-functional execution for key advisor education programs including the Advisor Institute and Eaton Vance on Washington.
- Developed campaign strategy and messaging in partnership with editorial, design, and compliance teams.
- Drove attendance for national firmwide webinars, averaging 1000+ registrants for our legislative update series.
- Managed monthly newsletter for 8,000+ financial advisors.
Senior Marketing Associate/Marketing Associate
Eaton Vance
Boston, USA
03.2014 - 01.2020
- Supported content strategy and distribution across web, email, and virtual channels.
- Contributed to development of digital communities and led event collateral execution across advisor channels.
Education
B.A. - International Studies, Spanish
Boston College
05.2013
Skills
- Content strategy and market segmentation
- Cross-functional collaboration
- Editorial governance
- Campaign planning
- Event content
- Social media and digital marketing
- Tableau
- Seismic
- Database coordination (Salesforce, Microsoft Dynamics)
Activities and Interests
- AI Champion, CAi (Cambridge Associates internal generative AI tool)
- Alumni Mentor, Council of Women for Boston College
- Recipe Tester, America’s Test Kitchen and avid home cook
Timeline
Associate Director, Global Marketing (Content & Creative Strategy)
Cambridge Associates
08.2024 - 06.2025
Associate Director, Segment Marketing (Private Clients)
Cambridge Associates
05.2022 - 08.2024
Marketing Manager, Eaton Vance Advisor Institute
Eaton Vance
01.2020 - 05.2022
Senior Marketing Associate/Marketing Associate
Eaton Vance
03.2014 - 01.2020
B.A. - International Studies, Spanish
Boston College