*Marketing Associate

  • Job Type:
    Direct Hire
  • Category:
    Marketing - Generalist
  • Location:
    Chicago, Illinois
  • Job Code:
    US_EN_88_914826_2739525

 Do you have marketing experience in asset management? Our client a national, independent investment firm is looking for a Marketing Associate for their Chicago office. This client is modern in conception and works on asset management by providing fee-based investment for equity, fixed income, alternative & asset allocation portfolios. Working with a diverse client list that includes endowments, foundations, corporations, hospitals, public funds, high net worth individuals/families, and multi-employer plans nationwide.

As one of the Marketing Associates in the Chicago office you will work to support the firms three distribution channels (Institutional, Advisor Solutions, and Wealth Management). You will also work cross-functionally with sales, client services, compliance, information technology, operations, and the investment team to accomplish marketing goals. The perfect candidate has a “doer” mentality because you will be customizing marketing materials, managing marketing campaigns, creating sales presentations, email distribution, CRM maintenance, and new initiatives.

Can you…

  • Assist in collateral automation project.
  • Create, updated, modify, and maintain marketing collateral (electronic and print)
  • Distribute marketing materials via email using Pardot
  • Work to update the firm’s CRM(Salesforce)/ backup RFP team.
  • Conduct industry research and analyze competitors
  • Handle the execution and tracking of campaigns, using Pardot for email distribution, and Google Analytics to support analysis.

Do you have…

  • 3+ years of experience in a similar role in asset management, independent market investments, or long-term financial planning.
  • Bachelor’s degree in either finance/accounting/economics, marketing, data analysis, business intelligence, or related field.
  • Advanced knowledge of PowerPoint, Word, Excel, WordPress, Salesforce, Pardot, InDesign, Photoshop, and Acrobat.
  • Project management/marketing campaign management experience from conception to completion.
  • Knowledge of graphic design/print production and how that relates to timely, accurate delivery of collateral.

Apply Below

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