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Marketing Associate

OVERVIEW OF MCF

MCF is an investment management company that serves clients through three divisions: Wealth Management Services, Retirement Plan Services, and Institutional Investment Services. The Wealth Management Division provides investment management and comprehensive financial planning services to individuals, families, and privately-owned business owners. The Retirement Plan Services Division serves clients as a “Chief Retirement Plan Officer”, providing fiduciary investment advice, plan governance, plan design consulting, vendor selections and interfacing, and participant education services. In addition, the Retirement Plan Services Division provides investment management for defined benefit plans, deferred compensation plans, and health insurance trusts. The Institutional Investment Division provides investment management and consulting services to pension plans, endowments, foundations, and private family offices. MCF is a Securities and Exchange Commission registered investment advisor.

Job Summary

The Marketing Associate will play a key role in supporting and executing MCF’s marketing initiatives across digital, print, and event channels. Working closely with internal teams, external partners, and compliance, this individual will help deliver brand-aligned, high-quality marketing that enhances the Firm’s visibility and client engagement. The Marketing Associate will also work with the Operations team on data integrity and maintenance for the measurement of success with the Firm’s various marketing efforts. The ideal candidate is detail-oriented, creative, and eager to grow their career in financial services marketing while gaining hands-on experience in a dynamic, professional environment.

Duties and Responsibilities

Assist with the creation, editing, and distribution of marketing materials (e.g., brochures, one-pagers, newsletters, social media content).
Manage the firm’s digital presence, including website updates and social media scheduling.
Coordinate event logistics, including invitations, RSVPs, and vendor communication.
Maintain marketing files, image libraries, and content archives in an organized and accessible format.
Monitor and track campaign performance and compiling metrics for internal reporting to leadership
Work closely with the Firm’s compliance team to submit and track approvals for marketing materials.
Support internal communications by drafting emails, updates or announcements.
Provide general administrative support to the marketing team and contribute to special projects, as needed.

Bachelor’s degree in Marketing, Communications, Business, or related field
1–3 years of relevant experience (internships and agency work welcome)
Organized with great attention to detail
Strong writing, editing, and proofreading skills
Solid graphic design experience
Proficiency in Microsoft Office Suite
Experience with Canva, Adobe Creative Cloud, or similar platforms a plus
Familiarity with social media platforms and content scheduling tools
Ability to manage multiple projects, meet deadlines, and communicate effectively
Professional demeanor and willingness to work in a collaborative, team-first environment

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