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Concurrent Investment Advisors

60 Concurrent Investment Advisors Jobs Hiring Near You

Houlihan Capital

Investment Banking Associate

Chicago, IL · On-site

$83K - $112K/yr

... party advisor coordination • Review and provide guidance on Analyst work product of active ... concurrent engagements and deliver under tight timelines. Houlihan Capital is committed to ...

Houlihan Capital

Investment Banking Associate

Chicago, IL · On-site

$83K - $112K/yr

Manage data room organization, due diligence trackers, and third-party advisor coordination ... Ability to manage multiple concurrent engagements and deliver under tight timelines. Houlihan ...

Houlihan Capital

Investment Banking Associate

Chicago, IL · Hybrid

$83K - $112K/yr

... party advisor coordination Review and provide guidance on Analyst work product of active ... Ability to manage multiple concurrent engagements and deliver under tight timelines. Houlihan ...

Clay Cove Capital

Investment Analyst

Philadelphia, PA · On-site

Cross-Team Collaboration -- Work closely with senior investment professionals and external advisors ... Clear written and verbal communication skills, with the ability to manage multiple concurrent ...

Clay Cove

Investment Analyst

Philadelphia, PA · On-site

Cross-Team Collaboration - Work closely with senior investment professionals and external advisors ... Clear written and verbal communication skills, with the ability to manage multiple concurrent ...

CBRE

Sr Analyst - Investment Sales

Kansas City, KS · On-site

This role is part of the Brokerage job function, working directly alongside senior advisors ... Manage multiple concurrent assignments with tight deadlines, maintaining accuracy and consistency ...

Alpaca

Senior Technical Recruiter

This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto ... You'll thrive in a fast-paced environment, managing multiple concurrent technical searches while ...

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Concurrent Investment Advisors Jobs Information

Infographic showing various job openings at Concurrent Investment Advisors in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Physical job distribution.

Marketing Associate

Concurrent Investment Advisors

Tampa, FL

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago

Key responsibilities

  • Create engaging marketing content for digital, print, email, web, and social media platforms.

  • Manage digital marketing campaigns, including social media, email marketing, and website content updates.

  • Partner with internal departments and advisor-facing teams to develop marketing materials supporting recruiting and advisor growth initiatives.

Job description

Description
The Marketing Specialist is responsible for supporting the firm's marketing strategy through the development, execution, and optimization of marketing campaigns, digital communications, brand initiatives, and advisor marketing support. This role is ideal for a well-rounded marketing professional who enjoys wearing multiple hats and thrives in a fast-paced, collaborative environment. The Marketing Specialist will create compelling visual and written content, manage digital marketing campaigns, support social media strategy, execute email marketing initiatives, and assist with marketing technology platforms. Working closely with internal stakeholders across Business Development, Investments, Practice Synergies, Operations, Retirement, Human Capital, and executive leadership, this role helps strengthen Concurrent's brand while supporting advisor growth and business development initiatives.

Responsibilities
  • Create engaging marketing content for digital, print, email, web, and social media platforms. 
  • Research industry trends, competitor activity, and marketing best practices to identify opportunities for innovation.
  • Design marketing collateral, presentations, advertisements, newsletters, brochures, infographics, and other branded materials. 
  • Manage the firm's social media presence across platforms including LinkedIn, Facebook, X, Instagram, and other relevant channels. 
  • Develop and execute social media content calendars and campaign strategies that increase engagement and brand awareness. 
  • Monitor social media analytics and recommend strategies to improve performance and audience engagement. 
  • Create, distribute, and optimize email marketing campaigns utilizing HubSpot or similar marketing automation platforms. 
  • Segment marketing audiences and analyze campaign performance to improve engagement and conversion rates. 
  • Maintain and update website content, landing pages, and digital marketing assets as needed. 
  • Edit and produce high-quality video content for marketing campaigns, social media, advisor communications, and internal initiatives using video editing platforms such as Riverside and other content creation tools.
  • Partner with internal departments and advisor-facing teams to develop marketing materials supporting recruiting and advisor growth initiatives. 
  • Assist with branding initiatives to ensure consistency across all marketing materials and communication channels. 
  • Utilize Canva and other design platforms to develop visually compelling marketing assets. 
  • Leverage artificial intelligence tools to improve content creation, marketing efficiency, campaign development, and workflow automation while maintaining brand standards. 
  • Assist with planning and execution of conferences, advisor events, webinars, and other marketing initiatives. 
  • Maintain marketing asset libraries, templates, brand standards, and digital content repositories. 
  • Track organic campaign performance, website analytics, social media metrics, and email marketing results while providing recommendations for continuous improvement. 
  • Collaborate with external vendors, agencies, and technology partners as needed. 
  • Support additional marketing initiatives and special projects as assigned.

Qualifications
  • Bachelor's degree in Marketing, Communications, Business, Graphic Design, Public Relations, or related field preferred. 
  • Minimum of 2 years of progressive marketing experience. 
  • Experience within the wealth management, Registered Investment Advisor (RIA), broker-dealer, financial services, or related industry preferred. 
  • Demonstrated experience managing social media platforms and developing social media marketing strategies. 
  • Experience creating and executing email marketing campaigns utilizing HubSpot or similar marketing automation platforms.
  • Proficiency with Canva or comparable graphic design software. 
  • Experience utilizing social media management platforms (such as Hootsuite, Sprout Social, Buffer, Later, or similar tools). 
  • Experience creating marketing collateral, presentations, digital content, and branded communications. 
  • Familiarity with website content management systems (CMS) and basic SEO principles preferred. 
  • Experience leveraging artificial intelligence tools to improve marketing content creation and productivity preferred. 
  • Advanced proficiency with Microsoft Office Suite, including PowerPoint, Excel, Word, and Outlook. 
  • Excellent written, verbal, organizational, and project management skills. 
  • Strong attention to detail with the ability to manage multiple priorities in a fast-paced environment. 
  • Creative mindset with strong visual design and communication abilities. 
  • Ability to work independently while collaborating effectively across multiple departments.

Benefits
  • 401(k) matching
  • Dental Insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance