Tributary Capital Management Marketing and Client Support Associate

At FNBO our employees are the heart of our storyand were committed to their success! Please see below the details of this career opportunity and how it fits into our organizations success.

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 youll 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 executionproviding valuable experience across multiple facets of the business.

Working closely with our Director of Sales and Client Service youll 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.

About This Role:

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 banks 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:

• Bachelors 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

IND#123

Candidates must possess unrestricted work authorization and not require future sponsorship.

Compensation:

Compensation range (base pay): $47613.00-$78560.00

This role may have a specific starting pay within this range.

Final compensation offer to candidate may vary from posted hiring range based upon work experience education and/or skill level.

Work Environment:

It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation mentorship and a vibrant culture where ideas flow freely and relationships flourish. As part of our team youll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.

Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance we offer benefits to match your needs:

• Medical Dental Vision Insurance

• 401k With Matching Contributions

• Time Off Programs

• Health Savings Account (HSA)/Dependent Care

• Employee Banking

• Growth Opportunities

• Tuition Assistance

• Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: additional information regarding compensation and benefits e-mail FNBO at . To ensure you receive a response include the number of this job (listed below) in the subject line of your message.

Job number: R-

Equal Opportunity & Belonging:

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued recognized and empowered to be their authentic selvesno matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

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FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.