Marketing Associate

About the Opportunity

Redwood Investment Management is looking for a proactive, detail-oriented Marketing Associate to support our marketing team across a wide range of digital and print initiatives. This is an excellent entry-level opportunity for someone eager to grow within a collaborative, fast-paced environment. An interest or background in financial services is a plus, but not required.

Job Responsibilities:

• Maintain and update recurring marketing deliverables for financial advisors, including but not limited to, performance fact sheets, reports, white papers, brochures, and newsletters under deadlines.
• Upload and manage content on Redwood’s website and proprietary Advisor Portal.
• Support the creation of marketing materials across various media, including but not limited to email, digital, print, websites, digital marketing platforms, and any other marketing distribution.
• Serve as the professional and timely point-of-contact for Redwood’s clients' marketing requests.
• Communicating with external vendors, including designers, web admins, consultants, printers, etc.
• Compile and analyze marketing performance data from tools like HubSpot, Salesforce, LinkedIn, and website analytics.
• Assist in coordinating branding materials for events and conferences.
• Provide general support to help drive project completion across the marketing team.

Candidate Requirements:

• 0-2 years of experience in marketing or related (Bachelor’s preferred).
• Proven attention to detail and accuracy.
• Emphasis on strong written and verbal skills; understands how to communicate effectively.
• Experience with self-managing projects, prioritizing effectively, and meeting deadlines.
• Demonstrated creative and analytical problem-solving skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Familiarity with any of the following is a plus: Asana, HubSpot, Adobe Creative Suite (Illustrator, Photoshop, Acrobat, InDesign).

Personal Attributes:

• Firm Motto: Attention to detail without ego (everyone, including most senior management, handles major and minor tasks as needed)
• Positive, team-first attitude with a strong sense of accountability.
• Composed and solutions-focused in a fast-paced environment.
• Comfortable managing multiple projects and shifting priorities.
• Strong organizational and project management abilities.
• Effective at communicating with colleagues at all levels—managing up, down, and across teams.
• Self-motivated, resourceful, and eager to grow.
• Collaborative spirit with a willingness to pitch in wherever needed.