Marketing Associate

CAZ Investments; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401k matched

Paid time off

Excellent benefits

Job summary

CAZ Investments is seeking a Marketing Associate to support the development and execution of marketing initiatives, capital formation materials, and client engagement strategies. You will translate business goals into compelling collateral, collaborate with Capital Formation, Investment Management, and Compliance, and maintain brand consistency across channels.

You will also help launch campaigns and events, manage the marketing asset library, and coordinate with external vendors to produce

Qualifications

• Bachelor's degree in marketing or finance with 3–6 years of financial services marketing experience.
• Proven ability to create and manage marketing materials that align with brand guidelines.
• Experience using Salesforce, Marketing Cloud or other CRM tools preferred.
• Strong design skills and creativity; proficient in Microsoft Office.
• Ability to work under deadlines in a fast-paced environment.

Responsibilities

• Translate business goals into effective marketing materials and campaigns.
• Scale marketing operations by identifying new processes to improve productivity.
• Collaborate with Capital Formation, Investment Management and Compliance to produce collateral for funds and opportunities across distribution channels.
• Maintain the marketing asset library and coordinate with Compliance for review and archiving.
• Support fund launches, campaigns, and events with deadlines and vendor coordination.

Skills

Graphic design

Content creation

Written communication

Project coordination

Branding

Attention to detail

Education

Bachelor's degree in Marketing/Financial Services Marketing

Tools

Adobe Creative Suite

Canva

Salesforce

Marketing Cloud

MS Office (Excel, PowerPoint)

Job description

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.

We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins’ latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as wel l.

Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.

Associate – Marketing:

The Marketing Associate supports the development and execution of marketing initiatives designed to promote investment strategies, support capital raising efforts, and strengthen client engagement. This cross-functional role reports to the Director of Marketing Operations and partners with Capital Formation, Investment Management, Compliance to create and maintain compelling materials that effectively communicate and elevate our messaging and brand.

Key Responsibilities:

• Support business goals by translating them into effective, consistent marketing materials and campaigns that employ best practices and adhere to brand guidelines.
• Contribute to the streamlining and scaling of marketing operations by identifying and implementing innovative solutions to improve processes and productivity.
• Serve as a key partner to the Capital Formation Team, delivering presentations, executive summaries, website content, email templates, and other collateral designed to promote a range of investment strategies, funds, and opportunities across distribution channels, including RIAs, independent broker-dealers, family offices, and high-net-worth investors.
• Help maintain the marketing asset library, including versioning, organization, and distribution of collateral; and prepare materials for Compliance review and archiving.
• Support fund launches, campaigns, and events by executing assigned workstreams, tracking deadlines, and coordinating with external vendors for printing, shipping, and event materials.

Success as a Marketing Associate will be measured by your:

• Ability to deliver quality work on time, with excellent attention to detail.
• Consistency in applying brand standards across every platform and piece of collateral you touch.
• Focus on finding ways to help our Team succeed and provide significant value to our Partners.
• Capacity to work within and across Teams to bring success to all members of the firm.

Requirements:

• Bachelor's degree with 3-6 years of experience in financial services marketing.
• Proficient in graphic design software (such as Adobe Creative Suite or Canva) and MS Office, including Excel and PowerPoint.
• Strong design skills, creativity, and experience in content creation.
• Quick learner with the ability to work efficiently under strict deadlines in a fast-paced environment.
• Exceptional organizational and written communication skills, with keen attention to detail.
• Team-oriented with a strong work ethic and ability to interact effectively with stakeholders.
• Experience using Salesforce, Marketing Cloud or other CRM tools is advantageous.
• Can-do, entrepreneurial attitude and ability to take on projects with limited guidance once acclimated to the job.
• Marketing project execution with attention to detail: Executes assigned workstreams for fund launches, campaigns, and events with precision; tracks deadlines and deliverables closely; ensures accuracy and consistency before work moves forward.
• Content quality and design: Creates and maintains presentations, executive summaries, email templates, website content, and other collateral that is accurate, on-brand, and visually polished; applies strong design skills and creativity to elevate the quality of every deliverable.
• Marketing operations and process improvement: Identifies opportunities to streamline workflows and improve existing processes; helps maintain an organized, well-governed marketing asset library; contributes practical solutions that increase efficiency and productivity across the Marketing Team.
• Cross-functional collaboration: Partners effectively with Capital Formation, Investment Management, and Compliance to support shared goals; communicates clearly with stakeholders across Teams and contributes reliably to group efforts.

Compensation Structure:

• Base salary will be commensurate with experience.
• Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability.
• Participation in our matching 401k plan.
• We offer a generous PTO plan, along with an excellent benefits portfolio.