Investment Marketing Associate

For nearly 50 years, Gateway has been helping to solve some of investing’s hardest problems: how to manage risk, generate income, and enhance tax-efficiency. Today, with nearly $10 billion in assets under management, Gateway Investment Advisers, LLC is recognized as a pioneer in options-based solutions and quantitatively driven equity strategies — including Hedged Equity, Single Stock Hedging & Monetization, and Long/Short Extensions — offering risk-conscious and tax-aware investors a unified framework for alpha and risk management.

Gateway is seeking a highly motivated, proactive, and detail-oriented individual to join our small, dedicated team and support its marketing and client service functions. The ideal candidate combines strong communication skills, analytical rigor, and work ethic to thrive in a dynamic, high-expectation environment, helping to translate complex investment topics into compelling content. Candidates must exhibit critical thinking skills, a curiosity in financial markets, and a genuine interest in leveraging technology to increase efficiency and enhance client experience.

The Marketing Associate has direct exposure to senior leadership and meaningful ownership of core marketing functions. This position reports directly to the Director of Marketing and is based in Cincinnati, Ohio with a required hybrid working environment. Success in this role requires the ability to work independently as well as collaboratively across departments and with Gateway’s parent company, Natixis Investment Managers.

Summary of Responsibilities

• Update and maintain marketing materials, including presentations, factsheets, and performance reports using Morningstar Direct, internal databases, and other resources
• Translate complex financial topics – including options strategies, hedged equity, and risk management - into clear, compelling narratives across formats (articles, white papers, presentations, and digital content)
• Create, update, and manage an RFP database; accurately and efficiently complete RFPs and due diligence questionnaires
• Coordinate and schedule client and advisor calls, communicating schedules across various Gateway and Natixis teams
• Plan and execute social media campaigns, with a focus on LinkedIn and other professional platforms, and report on growth and engagement
• Identify and implement automation opportunities using AI tools and other technologies to streamline marketing processes
• Monitor shared inboxes for client and advisor inquiries, routing, responding, and tracking in the CRM as appropriate
• Support database and/or client reporting requirements with varying deadlines
• Engage professionally with teams at Natixis, third-party vendors and, occasionally, prospective or existing clients
• Perform other projects and duties as assigned

Required Skills/Qualifications
The candidate should have strong professional verbal and written communication and interpersonal skills, as well as the ability to motivate self and others to deliver high-quality output, frequently within tight timeframes. The ideal candidate must have strong organizational and project management skills and should have experience and attributes in the following areas:

• Minimum 3 years of experience in the investments / asset management industry
• Bachelor’s degree in Marketing, Finance, Economics, or a related field
• Demonstrated ability to craft compelling narratives and deliver clear, engaging content for sophisticated financial audiences
• Advanced proficiency in Microsoft Office Suite (especially PowerPoint and Excel)
• Ability to aggregate and analyze data to generate insights and inform optimization
• Demonstrated compliance awareness and understanding of regulatory requirements for investment marketing (SEC, GIPS)
• Experience with CRM tools (Satuit preferred) and Adobe Creative Suite (Acrobat, InDesign, Illustrator, Photoshop)
• Proven ability to manage variable workloads and reasonably work beyond standard hours, on occasion, during peak periods or time-sensitive requests
• Tech-savvy with enthusiasm for implementing automation and process improvements

Preferred Skills/Qualifications

• Experience with marketing within investment or asset management firms
• Hands-on experience with AI tools such as Claude, Gemini, or Microsoft Copilot
• Familiarity with Canva or similar tools with design sense or creative skills
• Series 7, Series 63, or Series 65 license (or willingness to obtain)

Interested candidates should send their resume and cover letter to [email protected].

Gateway is committed to fostering an engaged and inclusive culture and to promoting and ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Pursuant to Rule 206(4)-5 of the Investment Advisers Act of 1940 which is intended to curb schemes where political contributions are made by investment advisers to various government candidates or officials in order to gain a political advantage in being selected to manage assets of government entities, Gateway will, prior to hiring any person to a position at Gateway, require the applicant to provide a list of any political contributions that have occurred during the past two years.

Experience:

• Asset management: 3 years (Preferred)

Location:

• Cincinnati, OH 45202 (Preferred)

Ability to Commute:

• Cincinnati, OH 45202 (Preferred)

Work Location: Hybrid remote in Cincinnati, OH 45202