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DiMeo Schneider & Associates

Marketing Associate

November 6, 2019 | Chicago, IL

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DiMeo Schneider & Associates, L.L.C., a nationwide investment consulting firm, seeks an ambitious and knowledgeable Marketing Associate to join our team in Chicago, IL. 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. Ideal candidates possess strong organizational and writing skills with investment industry experience. Candidate should be a fluid and polished oral and written communicator. The Marketing Associate will join a collaborative and hardworking team integral to supporting our mission of helping clients prosper.

Job Functions

• Completes and responds to Request for Proposals (RFPs) in collaboration with firm Consultants and Compliance Team
• Creates and manages a positive associate and client experience by collaborating with Marketing Team to support and assist with:
o Proactively and efficiently maintaining the RFP database
o Coordinating and maintenance of the firm website
o Creation and distribution of email marketing campaigns including research, newsletters and more
o Assist with development and proposal production for prospective clients, client meetings, conferences and other marketing materials
o Supporting social media including LinkedIn and Twitter
o Produce client materials including: customized books, marketing collateral and more
o Assist with production and distribution of externally-facing videos
• Assist with meeting and event planning
• Performs other Marketing duties and assists with ad-hoc requests and projects


• Bachelor’s degree with a preferred concentration in Marketing or Finance
• 2-5 years of Marketing Assistant experience or other relevant experience
• Proficiency in Microsoft Suite
• Strong business writing and editing skills
• Excellent oral and written communication skills
• Broad knowledge of investment basics and mutual funds/investment managers
• Marketing/business development experience is preferred
• Dedicated professional with a desire to work in a collaborative environment
• Detail oriented with a high level of accuracy and organization
• Thoughtfully driven, accountable and able to check your ego

Travel Requirements

• Less than 5 percent travel for trainings and or business events

Work Environment

• This role works in a professional office environment located in downtown Chicago
• This role routinely uses standard office equipment such as computers, phones and binding machines

Physical Demands

The physical demands 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

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Why Choose DiMeo Schneider & Associates, L.L.C.?

Headquartered in Chicago’s financial district with additional offices in Austin, Texas and Washington, DC, the firm strives to provide impartial, cost effective investment consulting to plan sponsors, non-profit organizations and private clients. Seasoned professionals make use of leading edge technology to deliver a variety of services including: investment policies, performance evaluation, asset allocation analysis, administrative/trustee search, asset liability analysis, spending policies, manager/fund search, cost/benefit analysis. The firm prides itself on the level of service it provides to each client and a proactive approach. DiMeo Schneider & Associates, L.L.C. is an equal opportunity employer committed to fostering a diverse workforce; women and minority candidates are especially encouraged to apply.