Marketing & Design Associate

Our Team is growing, and we need you!
Come be a part of this disruption in the financial services marketplace!
By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., with local roots in North Texas.
We offer:

• Casual Work Environment
• Generous Paid Time Off
• Flexible Work Schedule
• Great Benefits
• And More…

Come take your career path to the next level!
The Marketing & Design Associate will perform Marketing administration, graphic design, and some website updates and development duties for the Marketing department. This will aid in scheduling, coordinating, and tracking marketing events at the corporate office and with our Business Units throughout the U.S. This is accomplished by:

• Updating business cards, forms (and make fillable), email signatures, presentations, and create simple communication email through our email marketing tools (templates and content provided)
• Managing the [email protected] email address
• Ordering business cards, folders, pens, promotional items, and additional printed items as needed
• Working with the Marketing Director and Graphic Designer on other graphic items as needed
• Making simple website updates as needed
• Assisting in copy editing, and in the asset review process to ensure the accuracy of all content and branding
• Assisting with follow-up emails before and after events

Essential responsibilities and tasks of the Marketing & Design Associate are:

• Assist in the development and maintenance of marketing calendars and schedules.
• Manage and update marketing contact, location, and mailing lists data.
• Handle general administrative tasks to support the marketing team as needed.
• Working with Practice Directors, Business Unit Leaders, and key team members to plan, coordinate, execute, and track marketing events, including webinars, trade shows, conferences, lunch and learns, and all other events.
• Manage event logistics, including ordering, printing, and shipping promotional materials.
• Collaborate with internal teams to ensure seamless event execution and follow-up.
• Evaluate and report on the success of marketing events and recommend improvements.
• Use basic design software or tools to update and edit business cards, forms, docs, and presentations.
• Collaborate with the design team for more complex design projects.
• Ensure all marketing material is consistent with the company's branding guidelines.
• Make simple website updates as needed
• Look for growth opportunities – and solutions
• Additional duties as required

Successful Marketing & Design Associate candidates will have:
Required:

• Experience in Graphic Design, WordPress Dev, Copywriting, or Video Editing is highly desired.
• Experience in administration and event coordination basics.
• Proficiency in Microsoft Office Suite and CRM systems.
• Strong organizational skills.
• Excellent written and verbal communication skills.
• Creative mindset and an eye for details.
• Ability to work both independently and collaboratively within a team.
• Detail-oriented with a commitment to meeting deadlines.

Preferred:

• Adobe InDesign
• Adobe Photoshop
• Adobe Illustrator
• Basic HTML
• Basic CSS
• Basic WordPress knowledge
• Email Marketing tool experience
• PowerPoint & Excel