Associate – Ventures Platform

This is a fully remote position, open to applicants in Wisconsin.

📋 Description

• Assist in the onboarding process of new portfolio companies by collecting company details and marketing materials.

• Oversee updates for websites, community interactions, and portfolio materials.

• Keep contact records current and link companies with available Ventures resources.

• Aid in the management of active portfolio companies through regular check-ins, agendas, meeting materials, notes, action items, follow-up, and coordination of requests, introductions, and ecosystem opportunities.

• Lead the Fintech Forum Webinar Series from strategy development to execution.

• Conduct research on topics and reach out to potential speakers and panelists.

• Organize webinars, manage their setup and registration, audience lists, email campaigns, and internal sales communications.

• Execute webinars and follow up while evaluating performance and participant feedback.

• Assist the Fintech Forum Community by onboarding new members, maintaining lists and platform content, publishing updates, addressing participant needs, and enhancing membership and engagement.

• Aid in the planning and execution of TruStage Ventures signature events for 250 or more attendees.

• Oversee event objectives, programming, agendas, participant experience, registration, invitations, campaigns, speakers, sponsors, creative deliverables, presentations, logistics, and follow-up.

• Support the management of the Ventures website and digital content.

• Handle the content calendars, posts, assets, approvals, publishing, and engagement tracking for TruStage Ventures' social media.

• Assist with media and public relations efforts, 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 update the Speakers Playbook and develop thought-leadership sessions.

• Gather and refine session proposals while collaborating with the TruStage Speakers Bureau to secure an average of 70+ speaking placements each year.

• Track and report metrics concerning portfolio engagement, webinars, community programs, events, social media, communications, and promotional activities.

• Utilize results to suggest program enhancements.

⛳️ Requirements

• Bachelor's degree.

• At least 1 year of professional experience in marketing, communications, program management, community management, venture capital, financial services, or a related field.

• Strong capability to communicate clearly and effectively in both written and verbal formats.

• Proven ability to manage multiple projects, recurring programs, and deadlines with minimal supervision.

• Excellent organizational skills and keen attention to detail.

• Capability to coordinate efforts among internal and external stakeholders.

• Ability to make informed decisions and achieve results under tight deadlines in a dynamic work environment.

• Proficient in Microsoft PowerPoint, Word, and Excel.

• Ability to produce polished presentations and program materials.

• Preferred: A minimum of 3+ years of professional experience in marketing.

• Preferred background in marketing, social media, communications, program management, or event execution.

• Preferred experience in managing webinars, digital communities, website content, or regular 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 opportunities.

• Retirement assistance.

• Flexibility to work in a preferred location.

• Access to technology and other tools supporting hybrid working.