Marketing Associate

Victory Capital Management; Charlotte (NC); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Medical plan

Dental plan

Vision plan

Flexible PTO

Family medical leave

Disability leave

Education tuition reimbursement

401k with employer match

Job summary

WestEnd Advisors, a Victory Capital Investment Franchise based in Charlotte, NC, is seeking a Marketing Associate to develop compelling financial content and drive omni-channel campaigns for intermediary distribution. You will partner with marketing, operations, investment teams, and sales to translate complex investment concepts for advisors and institutions.

Reporting to the WestEnd Head of Marketing, you will manage campaigns, craft product positioning across SMA/ETF/direct indexing, ensure

Qualifications

• Bachelor’s degree in Marketing, Communications, Finance, Business, or a related field.
• 2–4 years of professional marketing experience, preferably in asset management or financial services.
• Exceptional written and verbal communication skills; translate complex financial info clearly.
• Experience developing multi-channel marketing programs including digital channels.
• Strong project management with ability to handle multiple initiatives.
• Excellent attention to detail and accuracy across deliverables.
• Proficiency in MS Office; Salesforce, PowerBI or Adobe CS a plus.
• Familiarity with financial concepts and regulatory marketing requirements.
• Highly motivated, collaborative self-starter.

Responsibilities

• Translate investment philosophy into audience-appropriate content across digital, print, video, and email channels.
• Champion messaging across pitch books, RFPs, product commentaries, databases, and assets.
• Build omni-channel campaigns to drive awareness, engagement, and conversion.
• Collaborate on product positioning for SMA, active ETF, and direct indexing strategies.
• Monitor industry trends to keep materials current and strategically relevant.
• Manage campaign calendar, timelines, and project plans with compliance in mind.
• Analyze campaign data and deliver actionable leads to leadership.
• Support product launches and targeted client communications.
• Develop sales enablement tools and training for business development.
• Assist with event marketing, conferences, and webinars.
• Coordinate compliance and legal reviews of marketing deliverables.

Skills

Exceptional written and verbal comms

Strong project management

Ability to manage multiple initiatives

Attention to detail

Collaborative team mindset

Education

Bachelor’s degree in Marketing, Communications, Finance, Business, or related field

Tools

Microsoft Office Suite

Salesforce

PowerBI

Adobe Creative Suite

Job description

Founded in 2004, WestEnd Advisors is a Victory Capital Investment Franchise based in Charlotte, NC. Since 2016, WestEnd has grown from $2.5B to $26B+ in AUM across SMAs, active ETFs, and direct indexing strategies. With investment roots dating to 1996, WestEnd helps financial advisors navigate full economic cycles through a disciplined, top-down process that translates global macroeconomic analysis into actionable investment decisions. WestEnd looks to seek returns and manage risk across asset classes - U.S. equities, international equities, fixed income, and real assets – and we serve a broad network of wirehouse, regional, and independent firms through our institutionalized investment philosophy, a deeply experienced team, and a relentless commitment to advisor relationships.

About Victory Capital:

Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.

Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.

General Summary and Purpose:

The WestEnd Marketing Associate is a dynamic, cross-functional role at the intersection of content, product, and channel marketing. You will help develop and execute targeted marketing strategies that support WestEnd's intermediary distribution efforts — crafting compelling financial content, supporting product positioning, and driving omni-channel campaigns to accelerate advisor engagement and sales activity.

You will work closely with WestEnd's marketing and operations team, investment team, sales directors, and Victory Capital's broader marketing and compliance functions. This role is ideal for a motivated, detail-oriented marketing professional eager to grow their career in asset management.

You will report to the WestEnd Head of Marketing.

You Will:

• Translate WestEnd's macro-driven investment philosophy into compelling, audience-appropriate content across digital, print, video, and email channels forming accessible narratives that bridge a range of financial literacy from financial advisors and institutional clients to retail investors
• Champion WestEnd's strategies and themes through consistent, high-quality messaging across all touchpoints pitch books, RFPs, product commentaries, databases, and campaign assets
• Build and execute omni-channel marketing campaigns that drive awareness, engagement, and conversion across WestEnd's intermediary distribution network, spanning wirehouse, regional, and independent channels
• Collaborate across teams to develop sharp product positioning that reflects current market dynamics and competitive differentiation across SMA, active ETF, and direct indexing strategies
• Monitor the competitive landscape and industry trends to proactively identify messaging opportunities and keep all materials current and strategically relevant
• Manage the marketing campaign calendar, production timelines, and project plans ensuring accuracy, compliance, and on-time delivery across all deliverables
• Analyze campaign performance data and deliver actionable leads for sales and optimization recommendations to leadership
• Support product launches and strategy updates through coordinated project management and targeted client communications
• Develop sales enablement tools and training materials that equip the business development team with the context and conviction to engage advisors effectively
• Assist with event marketing, conference support, and webinar execution
• Coordinate compliance and legal review of marketing deliverables, ensuring adherence to regulatory standards and brand guidelines

You Have:

• Bachelor’s degree in Marketing, Communications, Finance, Business, or a related field
• 2–4 years of professional experience in marketing, content, or sales support preferably within asset management or financial services
• Exceptional written and verbal communication skills, with the ability to translate complex financial information into clear, compelling content
• Experience developing and executing marketing programs across multiple channels, including a range of digital channels
• Strong project management skills with the ability to manage multiple initiatives simultaneously
• Exceptional attention to detail and ability to maintain accuracy across deliverables
• Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word); knowledge of Salesforce, PowerBI, or Adobe Creative Suite is a plus
• Familiarity with financial concepts, investment products, and terminology as well as financial marketing compliance requirements preferred
• Highly motivated self-starter with a collaborative, team-oriented mindset

Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.

Target Compensation:

The target base salary range for this position is $100,000 - $120,000.

Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.

Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.

Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.

Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement, and a 401k plan with a generous employer match.

We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.

Equal Opportunity Employer
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