Primary Recruiting Services
Base pay range
$70,000.00/yr - $85,000.00/yr Title and Location
Title:
Marketing Associate Location:
Onsite in Tampa, Florida (with 40 work-from-home hours annually) Bonus and Relocation
Bonus:
Quarterly Marketing Pool Bonus (~$4,000 – $8,000 per quarter, based on firm performance) Relocation:
$5,000 provided Benefits
401(k): 3% automatic contribution Vision: Employee-paid PTO: 15–20 days (based on experience) Why You Should Apply
A 100% employee-owned, SEC-registered investment adviser providing global equity investment management services to individual and institutional investors. The firm is client-centric, collaborative, and research-driven. What You’ll Be Doing
Develop expertise in the firm’s strategies to communicate marketing messages effectively. Create and maintain firm, strategy, and client presentations, reports, and commentaries. Manage DDQ/RFP/RFI submissions, ensuring deadlines and requirements are met. Oversee databases, including approved response language, RocketDocs (RFP software), and consultant databases (eVestment OMNI). Ensure marketing materials comply with regulatory standards and receive necessary approvals. Handle requests for marketing materials from internal and external stakeholders. Contribute to publishing, LinkedIn content, client communications, and data reporting. Assist with ad-hoc projects and assignments. What We’re Looking For
Bachelor’s degree, preferably in Finance or Marketing. 1–3 years of experience in financial marketing (open to recent graduates with strong internship/DDQ/RFP/RFI experience). Knowledge of investment research/financial markets. Strong organizational skills, attention to detail, and ability to work independently. Excellent written and verbal communication skills. Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint). Experience with DDQ/RFP/RFI processes strongly preferred. Seniority level
Associate Employment type
Full-time Job function
Marketing and Analyst Industries
Investment Management and Financial Services Referrals increase your chances of interviewing at Primary Recruiting Services by 2x Get notified about new Marketing Associate jobs in
Greater Tampa Bay Area .
#J-18808-Ljbffr
$70,000.00/yr - $85,000.00/yr Title and Location
Title:
Marketing Associate Location:
Onsite in Tampa, Florida (with 40 work-from-home hours annually) Bonus and Relocation
Bonus:
Quarterly Marketing Pool Bonus (~$4,000 – $8,000 per quarter, based on firm performance) Relocation:
$5,000 provided Benefits
401(k): 3% automatic contribution Vision: Employee-paid PTO: 15–20 days (based on experience) Why You Should Apply
A 100% employee-owned, SEC-registered investment adviser providing global equity investment management services to individual and institutional investors. The firm is client-centric, collaborative, and research-driven. What You’ll Be Doing
Develop expertise in the firm’s strategies to communicate marketing messages effectively. Create and maintain firm, strategy, and client presentations, reports, and commentaries. Manage DDQ/RFP/RFI submissions, ensuring deadlines and requirements are met. Oversee databases, including approved response language, RocketDocs (RFP software), and consultant databases (eVestment OMNI). Ensure marketing materials comply with regulatory standards and receive necessary approvals. Handle requests for marketing materials from internal and external stakeholders. Contribute to publishing, LinkedIn content, client communications, and data reporting. Assist with ad-hoc projects and assignments. What We’re Looking For
Bachelor’s degree, preferably in Finance or Marketing. 1–3 years of experience in financial marketing (open to recent graduates with strong internship/DDQ/RFP/RFI experience). Knowledge of investment research/financial markets. Strong organizational skills, attention to detail, and ability to work independently. Excellent written and verbal communication skills. Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint). Experience with DDQ/RFP/RFI processes strongly preferred. Seniority level
Associate Employment type
Full-time Job function
Marketing and Analyst Industries
Investment Management and Financial Services Referrals increase your chances of interviewing at Primary Recruiting Services by 2x Get notified about new Marketing Associate jobs in
Greater Tampa Bay Area .
#J-18808-Ljbffr