The Role
Support brand strategy and stewardship across three entities while producing marketing collateral, campaigns, and design assets. Draft emails and sales enablement materials, manage content calendars, coordinate with compliance and vendors, and design print/digital assets. Combine strategic positioning, competitive research, and hands-on graphic design to maintain brand consistency and support product and event marketing.
Summary Generated by Built In
BRAND STRATEGIST ASSOCIATE
About Dunham
Dunham & Associates Investment Counsel is a San Diego-based asset management and trust services firm serving independent financial advisors and RIAs across the country, operating through three entities: Dunham, Dunham Trust, and Dunham Private Trust Company. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a multi-billion-dollar firm. We work with close to 1,400 Financial Advisors across all 50 states.
Dunham, is an independently owned, registered Broker/Dealer and Investment Adviser helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services.Position Summary
The Brand Strategist Associate plays a hybrid role at the intersection of brand strategy, marketing execution, and visual design. This person will help shape and maintain consistent brand voice and identity across Dunham's three entities while also producing the marketing collateral, campaigns, and design assets that bring that brand to life. The ideal candidate is equally comfortable thinking strategically about positioning and rolling up their sleeves to design a one-pager, build an email campaign, or edit a PowerPoint deck. This is a 40-hour per week onsite position in our San Diego office.Key Responsibilities
Brand Strategy
- Support development and stewardship of brand guidelines, voice, and visual identity across all three Dunham entities
- Ensure brand consistency across web, print, presentations, and digital channels
- Assist with competitive positioning research and messaging frameworks
- Partner with the Director of Marketing to translate business goals into brand-aligned campaigns
- Draft and coordinate marketing collateral, email campaigns, and sales enablement materials for the sales team and occasionally for financial advisors, and RIAs
- Support product marketing efforts (one-pagers, trifolds, info sheets, case studies) for Dunham products and services
- Assist with internal communications, conference/event planning, and materials
- Coordinate with compliance to ensure all client and advisor facing materials meet regulatory requirements
- Help manage content calendars and project timelines across multiple concurrent initiatives
- Design print and digital assets including brochures, info sheets, email signatures, presentation templates, and event signage
- Maintain and apply brand style guides (color palettes, typography, iconography) across all materials
- Create custom graphics, icons, and layouts for product marketing and conference collateral
- Prepare print-ready files and manage vendor coordination for physical materials
- On going updates to existing and necessary marketing collateral – monthly, quarterly, yearly, and on an as-needed basis
- Bachelor's degree in Marketing, Communications, Graphic Design, or related field
- Experience in marketing, brand, or design roles (financial services experience a plus)
- Proficiency in design tools (Adobe Creative Suite – Illustrator, InDesign, Photoshop, Premier, and/or Canva)
- Strong writing and editing skills with attention to detail, tone, clarity, and brand voice
- Experience with Microsoft Office Suite (advanced skills with PowerPoint a plus)
- Excellent organizational and time management skills and ability to manage multiple projects simultaneously
- Ability to thrive in a fast-paced environment, pick up and own ad-hoc projects
- Experience in financial services, RIA, or wealth management marketing
- Familiarity with compliance-driven content review processes
- Basic HTML/CSS knowledge (for email signatures, web assets)
- Experience with video/short-form content creation
- Strategic thinking balanced with hands-on execution
- Strong visual and aesthetic judgment
- Collaborative, cross-functional communication style
- Comfort working within regulated/compliance-reviewed environments
- Adaptability across brand, marketing, and design tasks day-to-day
Salary DOE: $28.85 per hour to $36.05 per hour
Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer. Member FINRA / SIPC. Advisory services and securities offered through Dunham & Associates Investment Counsel, Inc. Trust services offered through Dunham Trust, an affiliated Nevada Trust Company.
Skills Required
- Bachelor's degree in Marketing, Communications, Graphic Design, or related field
- Experience in marketing, brand, or design roles
- Proficiency in design tools (Adobe Illustrator, InDesign, Photoshop, Premiere, and/or Canva)
- Strong writing and editing skills with attention to detail and brand voice
- Experience with Microsoft Office Suite (advanced PowerPoint skills a plus)
- Excellent organizational and time management skills and ability to manage multiple projects
- Ability to thrive in a fast-paced environment and own ad-hoc projects
- Experience in financial services, RIA, or wealth management marketing
- Familiarity with compliance-driven content review processes
- Basic HTML/CSS knowledge (for email signatures, web assets)
- Experience with video/short-form content creation
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The Company
What We Do
In 1985, Dunham & Associates Investment Counsel Inc., (“Dunham”) was founded with the uncommon idea that fees paid by clients should be tied, in some way, to the performance of the investments they own. Today, Dunham and its affiliate Dunham Trust Company (“DTC”) have grown to become a multi-billion dollar firm, but we are still driven by the values of fairness and accountability that the firm was founded on more than three decades ago. Important Disclosure: Dunham & Associates Investment Counsel Inc., reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Dunham & Associates Investment Counsel Inc. will not accept purchase or sale orders via LinkedIn or its messaging systems. Dunham & Associates Investment Counsel Inc. is not responsible for content posted by third-parties. Statements and messages for US residents only and subject to the following terms; https://www.dunham.com/. Dunham & Associates Investment Counsel, Inc. offers access to trust services through Dunham Trust Company, an affiliate of Dunham. Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer. Member FINRA/SIPC. Third-party posts found on this profile/page do not reflect the views of Dunham & Associates Investment Counsel, Inc. (“DAIC”). They have not been reviewed by DAIC as to accuracy or completeness.
