Marketing Operations Specialist

Advantage Tech is looking for a Marketing Operations Specialist to join a great, growing company based in Chicago, IL.


This position supports distribution efforts by managing recurring performance reporting responsibilities, as well as ongoing project management of ad hoc requests and deliverables related to competitive positioning of the firm’s products, contributing to both new sales as well as the retention of existing client assets.

  • Updating and proofing of monthly/quarterly product reporting (quarterly reports, fact sheets, presentations, holdings, etc.)
  • Manage deliverables for new content and new products
  • Content management and maintenance on content technology platform (Seismic)
  • Ad-hoc and custom client reports
  • Marketing project management to help drive marketing goals
  • Continually looks for ways to improve Marketing processes and procedures. Identifies best practices, celebrates successes, and recommends options for improvement/enhancement.
  • Analyze data for accuracy and troubleshooting using pivot tables and other functions
  • Accountable for the accuracy, timeliness, and effectiveness of marketing deliverables


Key Behavioral Expectations

Drives for Results

  • Executes deliverables in line with the organizational vision and strategy
  • Strives to achieve the goals set forth by your manager

Creates Culture of Collaboration

  • Proactively seeks and/or embraces opportunities to work across departments and teams to achieve shared objectives
  • Places company and team contributions before personal objectives

Agility & Adaptability

  • Welcomes new solutions and takes on stretch assignments for own development
  • Acknowledges small mistakes and actively course corrects

Courageous & Resilient

  • Tackles challenges with optimism and remains confident
  • Rebounds from setbacks and reflects in order to grow from experiences


Minimum Qualifications

  • Bachelor’s degree preferred or equivalent experience
  • 5+ years of marketing experience in financial services industry
  • Extensive PowerPoint experience
  • Experience using Excel for data analysis and recurring reporting
  • Experience with Seismic, Red Oak or SharePoint a plus


Knowledge, Skills & Abilities Required

  • Functional investment, distribution and market environment knowledge preferred
  • Technically capable, excellent communicator, and a desire to improve processes
  • Ability to pivot as firm continues to grow and evolve
  • Must be a self-starter, but also a team player
  • Strong time management and organizational skills, with the ability to lead and prioritize multiple projects under tight deadlines
  • Thrives in a fast-paced environment
  • Meticulous attention to detail
  • Demonstrated ability to collaborate effectively with others
  • Creative, strategic thinker and problem solver with strong analytical skills
  • Demonstrated record of successfully transforming business partners’ objectives into effective deliverables
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