CAPTRUST · 6 hours ago
Marketing Associate
Raleigh, NC
Full-time
Onsite
New Grad, Entry LevelCAPTRUST is a rapidly growing organization seeking a Marketing Associate to join its in-house marketing communications and creative services team. The role involves supporting corporate marketing, business development, internal communications, and sales initiatives through design, event support, and internal communications.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Hiring Manager
Alicia Valdez
Responsibilities
Approximately 40% of this individual's time will be spent supporting our in-house design team with their processes and the creation and delivery of materials for our stakeholders. Examples include:
Scheduling headshot sessions and filing finalized images across CAPTRUST platforms, such as our external website, intranet, and the Microsoft Office Suite
Assisting in the day-to-day oversight of our company store and client appreciation programs to include reviewing inventory, scheduling sales promotions, and answering colleague questions
Generating QR codes and icons for deliverables and internal platforms
Handling internal design needs, such as event slides for office TVs
Formatting various slide decks and one-pagers
Coordinating with the administrative professionals team to create letterhead for new offices
Approximately 25% of this individual’s time will be spent supporting internal CAPTRUST events, as well as the involvement of our advisors and subject matter experts in external conferences and webinars. This person will be responsible for helping the Senior Specialist of Event Support with:
Setting up and running webinar events in both Microsoft Teams and ON24
Shepherding presentation materials through creation and compliance approval
Ordering and tracking the delivery and return of booth exhibit materials, such as tablecloths, banner stands, and swag items
Scheduling prep calls and tech checks
Another 25% of this individual’s time will be spent supporting our resource awareness efforts and messaging for colleagues. This includes assisting our Senior Specialist of Internal Communications with:
Guiding departments/teams how best to engage with our colleagues given the different media we have available
Handling ad hoc and routine updates to our intranet
Posting daily articles and weekly newsletters
In addition to the specific examples outlined above, the rest of this individual’s time will be spent supporting team members with other sundry projects and tasks. Overseeing marketing department resources and ensuring items are organized, deduplicated, and current. This includes both electronic and physical resources, such as our:
Marketing Department folders on Sharepoint
Calendars and forms in our project management platform, Asana
Storage areas at headquarters, such as P2 and the marketing room
Managing mass mailing lists like those for our holiday card mailer and VESTED Magazine
Qualification
Required
Bachelor's degree with a concentration in Marketing; strong understanding of key design principles
High degree of proficiency in Microsoft Office Suite including PowerPoint, Word, and Excel, as well as Canva
Experience with project management systems like Asana
Experience with Adobe Creative Cloud
Preferred
A self-starter with the ability to work independently and within a collaborative team environment
Experience with effective information design, being able to make the complex simple and translate the needs of thought leaders
An individual who can be coached and has a desire to learn
Ability to maintain a high level of professionalism
Superior written communication skills and good interpersonal communication skills
Superb problem solver and critical thinker
An individual who is highly adaptable and comfortable with change
Works well in deadline-driven environment and stressful situations and possesses the ability to consistently meet deadlines
Maintains an extreme attention to detail, is organized, and accountable
Benefits
Company discretionary bonus
Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
Paid time off (PTO) or Paid Sick Leave (PSL)
Company
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
Founded in 1989
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$312.5MKey Investors
Carlyle Global PartnersGTCR
2023-09-19Private Equity
2020-06-02Private Equity· $312.5M
Leadership Team
J. Fielding Miller
Chairman and CEO
Daniel George
Principal
Recent News
Rochester Business Journal
2025-10-16
Press Telegram
2025-09-21
Morningstar.com
2025-08-26
Company data provided by crunchbase