Marketing and Client Support Associate
Tributary Capital Management: Marketing and Client Support Associate
Tributary Capital Management offers active domestic equity investment solutions across the market cap spectrum. Since 2010, we have been dedicated to delivering thoughtful investment solutions to institutional and individual clients. Tributary Capital Management also serves as the named Adviser to the Tributary Funds, a 40-Act registered family of mutual funds.
Join our team as a Marketing and Client Support Specialist, where you'll play a vital role in delivering exceptional client experiences and supporting marketing and sales initiatives. This position offers hands-on exposure to investment management operations, client relationship management, and marketing execution—providing valuable experience across multiple facets of the business.
Working closely with our Director of Sales and Client Service, you'll support both internal and external clients across a range of responsibilities, including client and firm reporting, marketing materials creation, Request for Proposal (RFP) development and CRM management. This role is ideal for a detail-oriented person looking to build a comprehensive understanding of how marketing, operations, and client service intersect in the investment management industry.
Hiring Requirements
Job Details
Omaha - FN Tower
About This Role (primary & additional responsibilities, day-to-day activities)
Client Support – Deliver Exceptional Client Experiences
Maintain the highest level of client service for all internal and external clients, ensuring responsive and professional communication.
Be proactive and leverage the value of all relationships - exercise a willingness to be a resource to colleagues.
Ensure adherence to service level agreements with key clients, including the Tributary Funds.
Create presentation books and customized reporting materials for client meetings and reviews.
Track and complete due diligence questionnaires and requests from clients on quarterly and annual schedules.
Prepare monthly and quarterly reporting on Assets Under Management and Sales metrics.
Marketing Support – Execute Marketing Strategy and Materials
Collaborate closely with the Director of Sales and Client Service to implement marketing initiatives.
Update and maintain databases with current information on Tributary investment strategies.
Develop and refresh marketing support materials using Microsoft InDesign and other tools.
Prepare comprehensive responses to Requests for Proposal (RFPs).
Maintain and update the firm website to ensure accuracy and current content.
Ensure all marketing materials receive compliance approval and meet regulatory requirements.
SalesForce Support – Optimize CRM for Client and Prospect Management
Maintain and optimize the SalesForce system for business development and client relationship tracking.
Create and generate standard reports to monitor client servicing targets and performance metrics.
Support business development efforts by ensuring data accuracy and leveraging the system to generate actionable reports and prospect lists.
Administrative Support – Provide Office Management Support
Order and manage supplies for the office.
Maintain inventory of premium items for conferences, events and client requests.
Coordinate mailings and distribution of materials as needed.
Compliance – Uphold Regulatory and Firm Policy
Understand and adhere to all firm policies and SEC laws and regulations applicable to role. Also, understand and comply with bank policy, law, regulations and the bank’s BSA/AML Program.
Complete compliance training and adhere to internal procedures and controls, as required.
Report any known violations of compliance policy, laws and regulations.
Report any suspicious client and/or account activity.
Ensure adherence to compliance requirements in marketing documents.
General Expectations –
Exhibit professional behavior and promote positive working relationships.
Maintain regular and predictable attendance in alignment with the company policy.
The Ideal Candidate for This Role... (education, experience, desired skills, other requirements)
The Ideal Candidate for This Role... (education, experience, desired skills, other requirements)
Bachelor’s degree in business, finance, marketing or related field
1+ year of experience in the investment management or financial services industry
Proficient with Microsoft Office Suite (Word, Excel and PowerPoint)
Exceptional attention to detail and accuracy
Strong client service background with proven ability to build relationships
Excellent written and verbal communication skills
Ability to manage multiple priorities and deadlines
Strong organizational skills and ability to work independently
Team-oriented mindset with a proactive, solutions-focused approach
Desired:
Knowledge of regulatory and compliance issues pertaining to investment management
3 - 4 years’ experience in investment or financial services industry
Familiarity with Microsoft InDesign
Experience with SalesForce or other CRM platforms
Prior experience with RFP responses or marketing material development
Understanding of investment products and strategies