Investor Relations & Marketing Associate - Asset Mgmt

Regan Capital; Dallas (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

An investment advisory firm in Dallas is seeking an Investor Relations and Marketing Associate to support client needs and drive marketing initiatives. The role involves assisting investor onboarding, managing marketing campaigns, and contributing to digital efforts. Ideal candidates are self-starters with a strong work ethic and effective communication skills, preferably with some industry experience. This is a full-time entry-level position.

Qualifications

• Some industry experience is a plus.
• Experience with Salesforce and digital marketing is beneficial.
• Self-starter, highly efficient with strong organizational skills.

Responsibilities

• Assist with investor onboarding and marketing materials.
• Support digital marketing efforts and manage the firm's website.
• Prepare monthly and quarterly reports.

Skills

Industry experience in Investment Management

Salesforce

Digital/social media marketing

Excellent follow-up skills

Effective communication

Strong work ethic

Tools

Salesforce

ActiveCampaign

Tableau

Job description

An investment advisory firm in Dallas is seeking an Investor Relations and Marketing Associate to support client needs and drive marketing initiatives. The role involves assisting investor onboarding, managing marketing campaigns, and contributing to digital efforts. Ideal candidates are self-starters with a strong work ethic and effective communication skills, preferably with some industry experience. This is a full-time entry-level position.