Marketing & RFP Associate

Chicago, IL | Hartford, CT | Washington, DC

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Fiducient Advisors opened its doors on May 1, 1995, striving to provide tailored and personalized investment consulting services. Our clients include retirement plan sponsors, endowments and foundations, private clients and financial institutions. We abide by a fiduciary obligation to put our clients’ interests first. This begins by providing advice addressing each client’s unique concerns, obligations and goals.

We operate with more than 200 professionals nationwide, supporting our distinct purpose of helping clients prosper. We strive for professional satisfaction by upholding our firm guideposts ensuring we check egos at the door, take accountability and are thoughtfully driven.

Fiducient Advisors seeks a Marketing Associate to join our growing team. This role assumes responsibility for supporting the firm’s Marketing Department in the areas of Request for Proposals (RFPs), business development, marketing campaigns and marketing materials. The Marketing Associate will join a collaborative and hardworking team integral to supporting our mission of helping clients prosper.


  • Completes and responds to Request for Proposals (RFPs) in collaboration with firm Consultants and Legal, Risk and Compliance Team
  • Creates and manages a positive internal and external experience by collaborating with Marketing Team to support and assist with:
    • Proactively and efficiently maintain RFP database
    • Creation and distribution of email marketing campaigns including research, newsletters, webcasts and more
    • Assist with development, design and production of marketing materials including customized PowerPoint presentations, sell-sheets, conference presentations and more
    • Update and maintain firm website
    • Support social media efforts including LinkedIn and Twitter
    • Assist with production and distribution of externally facing videos
    • Track and report marketing data
  • Perform other Marketing tasks and assist with ad-hoc requests and projects

Knowledge, Skills & Abilities:

  • Bachelor’s degree with a preferred concentration in Marketing or Finance/Business
  • 3-5 years of Marketing Assistant experience or other relevant experience
  • Strong proficiency in Microsoft Suite (PowerPoint, Word, Excel)
  • Strong business writing, editing and communication skills
  • Ability to work in a fast-paced with set deadlines
  • Broad knowledge of investment basics and mutual funds/investment managers
  • Dedicated professional with a desire to work in a collaborative environment
  • Detail oriented with a high level of accuracy and organization
  • Interest in creative/design work within Canva or Adobe is a plus
  • Thoughtfully driven, accountable and able to check your ego

Travel Requirements:

  • Less than 5% travel for trainings and/or business events

Work Environment:

  • This role works in a professional office environment located in Windsor, CT, Chicago, IL or Washington, DC
  • This role routinely uses standard office equipment such as computers, phones and photocopiers

Physical Job Expectations:

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.

  • Sitting, particularly for sustained periods of time
  • Regularly required to speak and hear
  • Frequently required to stand, walk, use hands and fingers, handle or feel and reach with hands and arms
  • Ability to lift up to 25 pounds
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.