portal resources jobs companies c cambridge investment research, inc. marketing liaison & copywriter

Marketing Liaison & Copywriter 🔥


Overview: Cambridge Investment Research Inc., one of the nation’s top independent financial solutions firm, is actively looking for a person who has a passion for guiding clients through the process of helping them attain necessary marketing materials to join the Marketing Department as a full time Marketing Liaison and Copywriter.

At Cambridge, our purpose is to make a difference in the lives of our financial professionals, their investing clients, and our associates. Our values of integrity, commitment, flexibility, and kindness continue to guide us in the decisions we make together every day. For over 40 years we’ve delivered innovative financial solutions while offering exciting career opportunities with ongoing professional development.

A national leader as a financial solutions firm, Cambridge’s commitment to long-term professional development in a unique small-town community makes this a one-of-a-kind opportunity. Cambridge has been honored 11 times by our associates as a Top Workplace in Iowa1 and 13 times as Broker-dealer of the Year by our financial professionals through Investment Advisor magazine2. We are recognized among the leading firms in the financial advice industry as we serve over 3,700 independent financial professionals and hundreds of thousands of their investing clients across the country.

1The Top Workplace in Iowa, 2020 – 2011, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company. 2Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III.

The Marketing Liaison and Copywriter works under the direction of Cambridge Source Marketing Leadership to consult with financial professionals on their marketing and website needs, manage multiple marketing projects, and write content for financial professional websites, social media, and printed marketing materials. This position also works to create and strengthen relationships with clients through the creative lifecycle. Essential Duties:
  • Write custom content for financial professionals’ marketing materials, to include web sites, social media, print materials and other media as needed.
  • Consult with prospective and existing Cambridge financial professionals to secure and keep existing business for the Cambridge Source program.
  • Gather and communicate feedback from clients regarding their needs, perceptions and general comments.
  • Manage marketing projects to ensure deadlines are met, while fostering positive relationships with in-house multimedia designers and web developers
  • Provide guidance that helps foster long-term financial professional relationships that lead to additional engagement opportunities
  • Ensure clients are billed timely and accurately, collaborate with sales team to create/send enrollment documents, and estimate pricing for projects
  • Understand SEO (Search Engine Optimization) best practices for content, and utilize that knowledge to benefit our clients.
  • Maintain a working knowledge of design trends for web sites, digital media, social media, and other avenues for aiding financial professional marketing programs.
  • Maintain knowledge of the firm's industry and competitive positioning. Aid in the production of multiple financial professional marketing initiatives under converging deadlines.
Education & Experience: Four or more years of related experience, education and/or training Certificates & Licenses: No certificates or licenses required for this position.

Compensation: $50,000-$65,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.



Benefits: Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

  • Premium benefit package including medical, vision, dental, life and long-term disability insurance
  • Vacation/sick time
  • 401K retirement plan with company matching program
  • Profit Sharing Plan
  • Nine paid holidays
You can find more details about our comprehensive benefits package here.

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