Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate and individual clients achieve their objectives. Our professionals are inspired by an entrepreneurial desire to develop tailored solutions designed to deliver measurable results. Mesirow Financial has $32.7 billion in assets under management, and an additional $78.6 billion in currency risk management assets as of June 30, 2018. In addition, Mesirow Financial has $30.8 billion in assets under advisory in fiduciary services.
Mesirow Financial Advisory Services platform is dedicated to helping high net worth individuals, family offices and plan sponsors manage fiduciary risks and meet financial objectives, while achieving the best possible retirement outcomes. This role is designed to specifically support the Investment Advisory business, including Investment Strategies, Retirement Planning and Advisory, and Wealth Advisors, by providing marketing services that help maintain and grow our business. This role would work very closely with the business teams, as well as the Marketing team.
Job Duties: Responsibilities:
Support and execute marketing strategies for individual businesses within the Investment Advisory division. Identify and communicate opportunities for efficiencies. Assist the Senior Marketing Manager with developing and implementing new marketing strategies for the businesses and division.
Business and Sales Support:
Gain understanding of the businesses’ sales processes and utilize metrics to analyze and track the success of established marketing campaigns. Assist the Senior Marketing Manager with metric-building, data analysis, list management, trend analysis, etc. Coordinate appropriate reporting schedules and execute. Communicate appropriately.
Collateral Maintenance and Event Execution:
Assist with the development and maintenance of existing marketing materials, including proofreading and updating collateral. This includes press releases, websites, ads, newsletters, fact sheets, brochures, presentations and pitch books, direct and electronic campaigning, among others. Assist team members in coordinating conferences and events; actively communicate throughout the process.
Assist with the preparation of articles and newsletters, including proofreading and legal trafficking. Gain understanding of advanced concepts in order to support the generation of new thought leadership pieces.
Maintain an in-depth understanding of Salesforce/the centralized client and prospect database. Help integrate database administration with Marketing strategies by serving as a liaison between the businesses. Work within Salesforce to ensure contacts are consistently and accurately qualified for targeted marketing purposes.
Four-year degree, preferable focus in marketing/communications
A min of 3 years’ relevant industry experience in marketing/communications with prior experience in defined contribution plans, mutual funds, asset allocation strategies
Critical thinker and eagerness to learn within the financial services industry
Team player with a positive attitude, willingness to bring new ideas to the team
Entrepreneurial and self-motivated
Client-focused, solutions-oriented, teamwork-focused, driven, self-motivated
Experience with CRM system, Salesforce preferred
Excellent written, verbal, and interpersonal communication skills are required