Marketing Client Relations Assistant
Vicus Capital

To apply, please send your application [resume, cover letter] to Derrick Parsons: dparsons@vicuscapital.com

COMPANY

Vicus Capital is an independent investment management firm with over $2 billion in assets under management headquartered in State College, Pennsylvania. The firm works together with independent advisors throughout the country to provide their clients with state-of- the-art investment solutions delivered through a world-class service experience. We take great pride in fostering a family atmosphere and a fulfilling work environment for all employees. Our employees are entrusted to take ownership in their work and are relied upon to serve a key role in cultivating innovation to move our firm forward. Our once small office of 8 employees has grown to over 30 hardworking, dedicated employees who embrace our family environment and team approach to conducting business. We’re growing fast and looking for smart, forward-thinking problem solvers to join our world-class team!

POSITION SUMMARY
The Marketing & Client Relations Assistant reports to the Director of Sales & Marketing. This individual serves as a key member of the sales and marketing team in its mission to strengthen the firm’s brand. The position requires a passion for marketing and its complementary role in the client relations and sales processes. This individual works directly with the Director of Sales & Marketing as well as the Marketing Coordinator in the design, production, and execution of various sales and marketing initiatives. This position requires the ability to comprehend and articulate the firm’s value proposition combined with a level of creativity to further the firm’s marketing and client relations efforts. By nature, successful candidates exhibit a high degree of professionalism and a pro-active approach.

PRINCIPAL DUTIES AND RESPONSIBILITIES

  • Strengthen the firm’s overall brand

  • Effectively communicate the firm’s value proposition via multimedia productions

  • Active participant in the creative process

  • Assist with graphic design and marketing collateral creation

  • Assist with social media content creation

  • Serve a support role in the sales and client relations process

  • Compile marketing activity data for trend analysis

  • Identify workflow/system improvements and work to enact changes

  • Work closely with other team members to provide world class service to financial advisors throughout the country

SKILLS AND QUALIFICATIONS

  • Bachelor’s degree required

  • Education and/or experience in marketing

  • Knowledge in working with Adobe Creative Cloud a plus

  • Proficiency with Microsoft Office Suite – particularly Excel

  • Financial services industry experience a plus

  • Must be highly motivated, relationship-oriented, as well as an organized self-starter

  • Extreme attention to detail and an ability to multi-task

  • A high degree of professionalism

BENEFITS

This career opportunity is a full-time salaried position. A comprehensive benefit package is provided which includes Health insurance, Dental & Vision, Group Life Insurance, Short Term Disability Insurance, 401k with safe harbor employer contributions.