Marketing Associate

Do you thrive in cross-functional environments and enjoy turning strategy into action? Are you detail-oriented and passionate about bringing marketing initiatives to life? As a Marketing Associate, you will play an essential role in executing campaigns, coordinating brand initiatives, and partnering across the organization to deliver impactful communications. This position offers the chance to contribute to marketing initiatives, gain broad exposure to investment products, and participate in a dynamic environment encouraging collaboration and open communication.  If this sounds like you, we invite you to consider joining our Marketing team as a Marketing Associate.

    • San Diego, CA
    • Marketing & Client Service

Description

Do you thrive in cross-functional environments and enjoy turning strategy into action? Are you detail-oriented and passionate about bringing marketing initiatives to life? As a Marketing Associate, you will play an essential role in executing campaigns, coordinating brand initiatives, and partnering across the organization to deliver impactful communications. This position offers the chance to contribute to marketing initiatives, gain broad exposure to investment products, and participate in a dynamic environment encouraging collaboration and open communication.  If this sounds like you, we invite you to consider joining our Marketing team as a Marketing Associate.

Location: San Diego, hybrid-eligible
FLSA Status: Full-Time, Exempt
Compensation:  $72,000-$82,000

Responsibilities

As a Marketing Associate, you’ll be at the center of collateral creation, campaign execution, and brand coordination. You’ll work closely with internal teams and external vendors to:

  • Manage timelines, compliance reviews, and communications for marketing campaigns
  • Work cross-functionally to help develop marketing collateral
  • Coordinate with external graphic designers and PR partners
  • Maintain digital archives and distribute internal content (e.g., Weekly Digest, Brandes365)
  • Support branding efforts for events and conferences
  • Ensure smooth vendor relationships and invoicing

Qualifications

  • 1–3 years of experience in marketing coordination (preferably in financial services)
  • Strong project management and organizational skills
  • Financial writing/copywriting experience a plus
  • Familiarity with compliance workflows and vendor management
  • Proficiency in Microsoft Office and design tools (e.g., Canva, PowerPoint)
  • Excellent communication skills
  • Bachelor’s degree in a related field is preferred 
  • CFA progress is a plus