Associate – Ventures Platform

🔥 8 hours ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $63.3k - $95k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

👻 Ghost score 0%

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TruStage

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded CUNA Mutual Group, which was founded in 1935

🛡️ Insurance

💸 Finance

💳 Fintech

Insurance • Finance • Fintech

TruStage is a company delivering insurance, investment, and technology solutions designed to help individuals and businesses make informed and confident financial decisions. The company offers a comprehensive array of insurance products, including life, auto, home, and property insurance, as well as specialized insurance for businesses. TruStage also provides investment solutions like annuities and wealth management, along with technology solutions focused on compliance and e-commerce enablement. Recognized for helping clients manage risk and build financial security, TruStage has been serving customers since 1935 and continues to stand out as a highly-rated provider in the insurance industry.

📋 Description

• Support new portfolio company onboarding by gathering company information and marketing assets • Coordinate website, community and portfolio-material updates • Maintain contact records and connect companies to available Ventures resources • Support management of active portfolio companies through recurring check-ins, agendas, meeting materials, notes, action items, follow-up and coordination of requests, introductions and ecosystem opportunities • Run the Fintech Forum Webinar Series from strategy through execution • Research topics and conduct speaker and panel outreach • Prepare webinars, manage setup and registration, audience lists, email campaigns and internal sales communications • Execute webinars and follow up while reviewing performance and participant feedback • Support the Fintech Forum Community by onboarding members, maintaining lists and platform content, publishing updates, responding to participant needs and growing membership and engagement • Support planning and execution of TruStage Ventures signature events for 250 or more participants • Manage event objectives, programming, agendas, participant experience, registration, invitations, campaigns, speakers, sponsors, creative deliverables, presentations, logistics and follow-up • Support Ventures website management and digital content • Manage TruStage Ventures social media content calendars, posts, assets, approvals, publishing and engagement tracking • Support media and public relations activities, portfolio company news and briefing materials • Create email campaigns, newsletters, announcements, portfolio company materials, company overviews, presentations and other content • Maintain contact lists, databases, program trackers and reporting tools • Manage and maintain the Speakers Playbook and develop thought-leadership sessions • Collect and refine session proposals and partner with the TruStage Speakers Bureau to secure an average of 70+ speaking placements annually • Track and report metrics for portfolio engagement, webinars, community programs, events, social media, communications and promotional activities • Use results to recommend program improvements

🎯 Requirements

• Bachelor's degree • Minimum of 1 year of professional experience in marketing, communications, program management, community management, venture capital, financial services or a related field • Ability to communicate clearly and effectively through written and verbal communications • Demonstrated ability to manage multiple projects, recurring programs and deadlines with limited oversight • Strong organizational skills and attention to detail • Ability to coordinate work across internal and external stakeholders • Ability to make informed decisions and deliver results under tight deadlines in a fast-paced and fluid work environment • Proficiency in Microsoft PowerPoint, Word and Excel • Ability to create polished presentations and program materials • Preferred: Minimum of 3+ years of professional experience in marketing • Preferred experience in marketing, social media, communications, program management or event execution • Preferred experience managing webinars, digital communities, website content or recurring audience-engagement programs

🏖️ Benefits

• Annual incentive (bonus) plan may be available • Medical, dental, and vision benefits • Employee assistance program • Life insurance • Disability plans • Parental leave • Paid time off • 401k • Tuition reimbursement • Flexible workplace and work-life balance • Career growth • Retirement assistance • Flexibility to work in a preferred place • Technology and other tools supporting hybrid working

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