Red Cedar Investment Management Defunct
Sales and Marketing Associate
Red Cedar Investment Management Defunct, Grand Rapids, Michigan, us, 49528
Job Title:
Sales and Marketing Associate
Number of Positions: 1
Location: Grand Rapids, MI
Location Specifics: In-Office
Primary Job Responsibilities:
The Sales and Marketing Associate will support efforts to strategically position and grow RCIM investment product offerings within the Institutional and Retail marketplaces. This person will play a key role in the development and production of RCIM marketing materials, RFP responses and client reporting. The associate will collaborate daily with RCIM Sales and Portfolio Management to deliver marketing information in a timely manner.
Additionally, the associate will work closely with RCIM Sales to assist with business development, consultant relations and client management through database fulfillment, meeting preparation, and client communication.
The associate will have the opportunity to broaden their professional skill set and will hold responsibility in all stages of both RCIM's marketing and business development initiatives.
Marketing Assist in the development, production, and review of the firm's marketing and client reporting materials Assist in the management and execution of RCIM's marketing production process including quarterly presentations, fact sheets, and database fulfillment Work closely with the Director of Sales and Marketing and Portfolio Management team to gather material information and convey key points through illustration Development of custom sales materials and PowerPoint presentations at the request of Sales, Portfolio Management or clients Provide feedback and new ideas for further development of marketing initiatives Cultivate a deep level of knowledge of industry compliance rules and regulations Assist in the implementation of social media strategy Sales
Assist in the management of the firm's CRM system (Salesforce) Participate in the creation of accurate, compelling, and client-focused RFP responses Responsible for the organization and maintenance of firm's RFP language Extract and integrate desired lists from CRM system and other sources Assist Sales and Portfolio Management in preparation for new business presentations Generate research reports from industry sources to identify new trends and areas of opportunity Coordinate the process for new account documentation Provide assistance with special projects, as assigned Minimum Requirements: Education and Experience
Bachelor's degree, preferably in Business, Marketing, Finance or related field 0-3 year's work experience in marketing, investment management, consulting, and/or similar roles is preferred Qualifications
Requires excellent organization and communication skills (both oral and written) Strong computer skills with proficient Word/PowerPoint/Excel and social media channel knowledge Ability to effectively work under tight deadlines and manage projects independently Creative thinker with strong attention to detail Energetic and ability to work in a team setting Superior work ethic, integrity, professionalism, and judgement Genuine interest in capital markets and understanding of basic financial concepts Exceptional customer service and vendor relationship skills Working knowledge of Salesforce or other comparable CRM system a plus
The company will provide equal employment and advancement opportunity within the context of its unique business environment without regard to race, color, religion, gender, gender identity, gender expression, age, national origin, familial status, citizenship, genetic information, disability, sex, sexual orientation, marital status, pregnancy, height, weight, military status, or any other status protected under federal, state, or local law or ordinance.
Number of Positions: 1
Location: Grand Rapids, MI
Location Specifics: In-Office
Primary Job Responsibilities:
The Sales and Marketing Associate will support efforts to strategically position and grow RCIM investment product offerings within the Institutional and Retail marketplaces. This person will play a key role in the development and production of RCIM marketing materials, RFP responses and client reporting. The associate will collaborate daily with RCIM Sales and Portfolio Management to deliver marketing information in a timely manner.
Additionally, the associate will work closely with RCIM Sales to assist with business development, consultant relations and client management through database fulfillment, meeting preparation, and client communication.
The associate will have the opportunity to broaden their professional skill set and will hold responsibility in all stages of both RCIM's marketing and business development initiatives.
Marketing Assist in the development, production, and review of the firm's marketing and client reporting materials Assist in the management and execution of RCIM's marketing production process including quarterly presentations, fact sheets, and database fulfillment Work closely with the Director of Sales and Marketing and Portfolio Management team to gather material information and convey key points through illustration Development of custom sales materials and PowerPoint presentations at the request of Sales, Portfolio Management or clients Provide feedback and new ideas for further development of marketing initiatives Cultivate a deep level of knowledge of industry compliance rules and regulations Assist in the implementation of social media strategy Sales
Assist in the management of the firm's CRM system (Salesforce) Participate in the creation of accurate, compelling, and client-focused RFP responses Responsible for the organization and maintenance of firm's RFP language Extract and integrate desired lists from CRM system and other sources Assist Sales and Portfolio Management in preparation for new business presentations Generate research reports from industry sources to identify new trends and areas of opportunity Coordinate the process for new account documentation Provide assistance with special projects, as assigned Minimum Requirements: Education and Experience
Bachelor's degree, preferably in Business, Marketing, Finance or related field 0-3 year's work experience in marketing, investment management, consulting, and/or similar roles is preferred Qualifications
Requires excellent organization and communication skills (both oral and written) Strong computer skills with proficient Word/PowerPoint/Excel and social media channel knowledge Ability to effectively work under tight deadlines and manage projects independently Creative thinker with strong attention to detail Energetic and ability to work in a team setting Superior work ethic, integrity, professionalism, and judgement Genuine interest in capital markets and understanding of basic financial concepts Exceptional customer service and vendor relationship skills Working knowledge of Salesforce or other comparable CRM system a plus
The company will provide equal employment and advancement opportunity within the context of its unique business environment without regard to race, color, religion, gender, gender identity, gender expression, age, national origin, familial status, citizenship, genetic information, disability, sex, sexual orientation, marital status, pregnancy, height, weight, military status, or any other status protected under federal, state, or local law or ordinance.