Concurrent Investment Advisors is a newly formed Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms. By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform, Concurrent assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field.
Headquartered in Tampa, Concurrent was founded in 2016 and currently over 100 advisors in 35 offices with $7 billion in assets under management (AUM) and more than $10 billion under advisement.
Company Values:
We believe that we best serve our partner firms and their respective clients when we have team members who are aligned in their values. Our team environment is fast-paced, highly collaborative, and innovative. We value motivated team members who enjoy solving problems, are open to implementing new ideas, and take pride in their work product.
Our Core Values:
- Accountable - Fosters dependability: We are fast growing, taking ownership of tasks, communicating effectively, and being engaged is critical.
- Competent - Establishes credibility and trust: We have a culture of consulting, competency and transparency.
- Collaborative - Demonstrates kindness, empathy, positive attitude, and empowerment.
- Agile - Displays adaptability: We are ever-changing and constantly pivoting as we quickly learn and improve our offering.
- Resilient - Shows grit and perseverance: We work hard, and we enjoy the work.
Job Level: Associate
Job Title: Marketing Graphic Designer/ Marketing Creative
Position Overview:
We are seeking a talented and experienced Marketing & Graphic Design Specialist with a strong background in graphic design and a passion for visual storytelling. The ideal candidate will have extensive experience in creating high-quality marketing materials, including brochures, one-pagers, logos, and PowerPoint decks. Proficiency in Adobe Creative Suite (Illustrator, Photoshop, InDesign) is essential. Experience in the financial services industry is highly desirable.
Key Responsibilities:
- Design and produce visually compelling marketing materials, including brochures, one-pagers, logos, PowerPoint decks, and other promotional assets.
- Collaborate with the marketing team to develop creative concepts and execute them across various media channels.
- Ensure all designs align with the company’s branding guidelines and effectively communicate the desired message.
- Manage multiple design projects simultaneously, ensuring timely delivery while maintaining high-quality standards.
- Provide creative input and support for digital marketing campaigns, including social media graphics and email marketing materials.
- Stay updated on industry trends and best practices in graphic design and marketing.
Qualifications:
Education: Bachelor’s degree in Graphic Design, Marketing, or a related field preferred.
Experience: Minimum of 2-4 years of experience in graphic design, with a strong portfolio showcasing work in Adobe Illustrator, Canva, Photoshop, and Indesign.
Knowledge:
- Proven experience in creating marketing materials such as brochures, one-pagers, logos, powerpoint presentations, and social media content.
- Strong understanding of typography, layout, and color theory.
- Experience in the financial services industry is a significant plus.
Skills:
- Excellent communication skills and attention to detail.
- Ability to work in independently as wells as collaboratively in a fast-paced environment.
- Strong attention to detail and accuracy.
- Effective communication and interpersonal skills.
- Ability to manage multiple projects and deadlines effectively.
Key Competencies:
- Integrity and Ethics: Commitment to upholding the highest standards of integrity and ethical behavior.
- Critical Thinking: Ability to identify and solve compliance issues.
- Attention to Detail: Meticulous in ensuring compliance with all regulations.
- Communication: Clear and concise in both written and verbal communication, capable of explaining complex issues in an understandable manner.
- Team Collaboration: Ability to work effectively within a team and coordinate with various departments.
Working Conditions:
- Location : This position can be based in Tampa, Florida or San Diego, CA. Hybrid or remote working arrangements may be considered.
- Hours : Full-time position with standard working hours. Additional hours may be required during peak periods or regulatory examinations.
Job Type / Salary:
- Full-time, Exempt
- $60,000-$75,000 base per year, dependent on experience, with additional semi-annual performance bonus opportunities.
Benefits:
- 401(k) with a match
- PTO package
- Holiday pay
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Vision insurance