We are a growing Registered Investment Advisor (RIA) seeking a thoughtful and detail-oriented Marketing Associate to join our team in Chicago. This is an ideal opportunity for a recent graduate or someone early in their career who wants to develop broad marketing experience within wealth management.

This is a hands-on role supporting content development, campaign execution, website and social media updates, events, marketing materials, and performance reporting. You will work with the marketing team, wealth advisors, and compliance partners to turn firm and advisor ideas into clear, accurate communications for clients and prospective clients.

This is a fully in-person role based in our Chicago office, an environment we believe fosters faster learning and stronger collaboration for early-career professionals.

• Draft, edit, and proofread content for the website, email campaigns, social media, presentations, and marketing materials
• Maintain the marketing calendar and coordinate assignments, reviews, approvals, and publication deadlines
• Update digital channels and marketing assets while maintaining consistent brand, voice, and visual standards
• Support client events, webinars, sponsorships, and other firm initiatives from planning through follow-up
• Coordinate requests from advisors and internal teams, gather required information, and keep projects moving
• Track campaign and channel performance, organize results, and help identify practical improvements
• Route materials through the firm's compliance review process, maintain approval records, and implement required revisions

• A strong writer and careful editor who can make complex financial topics clear without overstating them
• Detail-oriented and attentive to brand consistency, formatting, grammar, links, and final production quality
• Highly organized and comfortable managing several projects, contributors, and deadlines at once
• Creative and curious, with an interest in both content development and performance data
• Receptive to feedback and comfortable collaborating with advisors, compliance, and other internal teams
• Interested in building a long-term marketing career in wealth management or financial services

• Bachelor's degree in Marketing, Communications, Journalism, Business, Finance, or a related field
• 0-2 years of professional experience
• Proficiency with Microsoft Office Suite, including PowerPoint, Word, Excel, and Outlook
• Ability to provide writing, design, campaign, or project samples that demonstrate clear communication and attention to detail

• Internship or work experience in marketing, communications, financial services, or another professional services environment
• Exposure to the wealth management, RIA, or broader financial services industry
• Experience with a content management system, email marketing platform, social media publishing tool, or web analytics platform
• Familiarity with design tools such as Adobe Creative Cloud or Canva
• Experience with CRM or marketing automation platforms
• Familiarity with AI tools and large language models such as ChatGPT or Claude
• Coursework or experience involving regulated communications or financial services marketing

• Health, dental, and vision insurance
• 401(k) with firm contribution
• Commuter benefits
• Professional development and continuing education support
• Collaborative, entrepreneurial culture with direct access to firm leadership