Sr. Marketing Associate

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

Paladin is seeing a Senior Marketing Associate, Team Lead for an independent investment firm headquartered in Chicago, Illinois. They have grown to approximately $20 billion in assets and provide fee-based investment management of equity, fixed income and balanced investment portfolios. Their growing client list includes high net worth individuals and families, endowments, foundations, corporations, hospitals, public funds and multi-employer plans across the country.

The Senior Marketing Associate will manage the production and customization of marketing materials, ensuring the highest standards in accuracy, quality and timely delivery. He/she will support the firm’s three distribution channels — institutional, advisor solutions and wealth management. The position will also assist with various marketing initiatives and conduct competitive analytics and industry research.

The Senior Marketing Associate also functions as the team lead, responsible for allocating work across the team, ensuring that processes (including quality control) are consistently followed, and deadlines and accuracy standards are being met as well as works closely with the senior marketing associate, located in Denver. This position reports to the Director of Marketing, also located in Denver.


  • Develop, produce, customize and maintain electronic and printed marketing materials
  • In team lead role, be responsible for allocating work and overseeing processes and requests to ensure timely and accurate delivery of materials. o Look for opportunities to improve processes, leverage technology and put in place best practices to deliver accurate, high quality materials in a timely fashion
  • Assist with the planning and execution of marketing campaigns
  • Plan and manage events, conferences and sponsorships
  • Conduct industry research and competitive analytics
  • Manage vendor relationships
  • Assist with the updating of firm’s CRM (Salesforce); and serving as backup and support for RFP team
  • Work cross functionally on marketing-related tasks with departments across the firm including Compliance, Information Technology, Operations and the investment teams.
  • Required knowledge of Microsoft Office (proficiency in PowerPoint is required), Adobe Creative Suite (InDesign, Photoshop, Acrobat Pro), Word Press, Salesforce, Pardot, and database proficiency


  • Bachelor’s degree in marketing, finance/accounting/economics, data analysis, business intelligence, or related field
  • Financial services industry background required
  • 3-5 years of experience in similar role at an asset management firm is preferred; experience working with large amounts of financial/investment-related data preferred
  • Solid understanding of investments and ability to apply concepts to marketing materials
  • Keen attention to detail; excellent proofreading skills; comfortable working with a large amount of investment-related data
  • Technologically savvy; ability to learn various types of software systems
  • Ability to work in a fast-paced environment with quickly changing priorities and tight deadlines, while maintaining a high degree of professionalism and focus
  • Superior skills in organization and time management
  • Strong analytical and problem-solving skills
  • Self-starter with a strong work ethic and strong interpersonal skills
  • Team player with experience collaborating effectively across multiple stakeholders at all levels within the organization
  • Knowledge of graphic design issues, print production and project management affecting printing, quality and on-time delivery
  • High level of proficiency with MS Office, Salesforce and WordPress strongly preferred
  • Strong written and verbal communication skills

To apply, please send requested materials immediately to

  • Updated résumé in word.doc format that is tailored to this opportunity
  • Detailed overview on your marketing experience within financial services
  • Salary range requirements

Apply Below

Note : All fields are required.



Get the Document From