Associate, Marketing

Job Specification: Associate, Marketing & Growth Architecture

The Mission: Define the firm’s voice and architect and manage the automated systems that scale it.

Feature

Details

Reports to: Managing Director

Location: Chicago, IL (Hybrid)

Experience: 5–7 Years (marketing for financial services)

Compensation: $150,000 Base + Discretionary Performance Bonus

Functional Pillars of Responsibility

• Strategic Messaging & Narrative Development
  • The “Involvement Banking” Playbook: Refine and codify the firm’s unique value proposition, ensuring a consistent and differentiated message across all client touchpoints.
  • Vertical-Specific Positioning: Collaborate with senior bankers to develop bespoke narratives for Healthcare, Fintech, Industrials, Data Centers, Digital Assets, positioning the firm as a premier domain expert.
  • Market Thesis Creation: Identify and synthesize emerging sector trends into a compelling “house view” used to engage middle-market founders.
• Institutional Collateral & Marketing Materials
  • High-Stakes Pitch Materials: Own the production and design of the firm’s pitch books, teasers, and CIM templates, ensuring they meet “Morgan Stanley” institutional standards.
  • Sector Intelligence Reports: Manage the creation of quarterly market updates and sector “white papers” designed to drive inbound inquiries from target companies.
  • Deal Announcements: Execute the distribution strategy for deal “tombstones” to maximize visibility across digital channels and industry databases.
• Social Strategy & “Distributed Authority”
  • Partner Personal Branding: Act as a ghostwriter and editor for senior partners, crafting sophisticated LinkedIn commentary that builds individual and firm-wide authority.
  • LinkedIn Presence: Manage the firm’s corporate social presence, moving beyond static updates to a strategy centered on high-engagement research and deal wins.
  • Digital Footprint Management: Ensure all firm digital assets—including the website and industry profiles—are professional, current, and optimized for search.
• Growth Architecture & Intent-Driven Automation
  • Signal-Based Sourcing: Utilize FinTent to identify “trigger events” (e.g., leadership changes, funding rounds) and automate the initial deal-sourcing outreach.
  • Relationship Intelligence: Optimize Affinity to ensure all social engagements and market touchpoints are captured, creating a frictionless deal-sourcing funnel.
  • AI-Augmented Workflows: Integrate Rogo into the daily workflow to accelerate market research, content synthesis, and high-fidelity outreach production.
  • System Autonomy: Proactively identify and integrate auxiliary tools that bridge gaps within the Microsoft 365 and Affinity ecosystem to drive operational efficiency.

The Ideal Candidate Profile

• The “Full-Stack” Marketer: You are as comfortable writing a sophisticated sector thesis as you are configuring a data enrichment API.
• Elite Finance Fluency: You have 5–7 years of experience within high-finance or fintech and understand the nuances of a $100M+ M&A mandate.
• Operational Autonomy: You are a “department of one” capable of building the marketing function from the ground up without a pre-existing playbook.
• Writing Excellence: You possess the ability to write in the voice of a seasoned Managing Partner—crisp, analytical, and devoid of marketing “fluff.”

Job Type

Job Type: Full-time

Pay: $125,000.00 - $150,000.00 per year

Benefits

• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Paid time off
• Vision insurance

Work Location

In person