Stonebridge Capital Advisors

Employment Opportunities

Employment Opportunities

We currently have two open positions and we are always interested in meeting talented professionals. If you would like to learn more about Stonebridge Capital Advisors please contact Lory at lwessel@stonebridgecap.com.

Stonebridge Capital Advisors, LLC is an equal opportunity employer.

 

Open Positions:

Title: Marketing Manager
Reports To: Director of Marketing
Status: Full Time

Stonebridge Capital Advisors is a dynamic and nationally recognized Twin Cities based Investment and Wealth Management Company celebrating over 25 years serving our clients.  We serve our clients as a fiduciary; meaning our clients’ best interests always come first.  As a diverse team of professionals, we work together in achieving our clients’ goals.  We value the dedication, integrity, and commitment each Stonebridge team member plays in our firm’s success.

 

Purpose of Position

Our growing organization is searching for a candidate who is highly motivated, agile in skills, energetic and adaptable under pressure.

As a member of the Stonebridge team this person will work with all divisions, clients, prospects, advisors, and community leaders to help manage the visibility of the firm.  As a member of the marketing team this person will be pivotal in managing day to day marketing operations, projects, and the marketing strategy of Stonebridge. This team member will work closely with the Director of Marketing to enhance the firms’ brand and identify opportunities for growth.

 

Summary of Job Responsibilities

  • Campaigns– Develop and coordinate marketing and sales campaigns
  • Design- Design marketing materials based on the brand strategy guidelines
  • Content- Develop marketing, sales, and educational content along with managing our content hub (Qvidian)
  • Mass communication- Support content calendar development, provide research assistance to writers, execute the distribution process, analyze reports, and provide summaries
  • Social media- Oversee the release and review of content across social media outlets
  • Proposals/due diligence questionnaires- Provide research and analysis for RFP’s and Due Diligence Questionnaires
  • Event management – Support the development and oversee the execution of all events both local and national
  • Community partnership management – Enhance our community and brand by driving philanthropic efforts
  • Advocate- Participate in local community and professional events that expand the firm’s visibility

 

Education

  • Undergraduate education in Marketing, Finance, Business
  • 3–5 years of marketing experience
  • Experience in the Finance, Investment or Wealth Advisory industry preferred

 

Desired Skills

  • Possesses excellent written and verbal communication skills
  • Understanding of financial industry
  • Knowledgeable in Adobe Creative Cloud products (specifically inDesign, Photoshop, Illustrator, Audition, Premiere)
  • Skilled in Microsoft Office products
  • Knowledgeable in project management mass communication and CRM tools
  • Time-efficient and highly organized
  • Self-motivated
  • Team oriented

 

Salary & Benefits

Stonebridge Capital offers comprehensive benefits and a competitive salary based on experience and qualifications.

 

Contact

To apply, please submit your resume and cover letter to LWessel@stonebridgecap.com

 

 

Title: Portfolio Analytics Associate
Reports To: Director of Analytics
Status: Full Time

Stonebridge Capital Advisors is a dynamic and nationally recognized Twin Cities based Investment and Wealth Management Company celebrating over 25 years serving our clients.  We serve our clients as a fiduciary; meaning our clients’ best interests always come first.  As a diverse team of professionals, we work together in achieving our clients’ goals.  We value the dedication, integrity, and commitment each Stonebridge team member plays in our firm’s success.

 

Overview

Play a part in helping build out Stonebridge’s new Data Analytics Team! The Data Analytics Team works closely with the portfolio management team on developing and maintaining the systems and processes that enable portfolio managers to operate successfully. In addition, the Data Analytics Team will collaborate with the entire firm to enhance operational efficiency.

 

Summary of Job Responsibilities

  • Create reports to identify outliers amongst portfolios. Collaborate with portfolio management team in understanding the source of the outlier. Execute solutions to re-align outlier portfolios including adjusting data inputs.
  • Manage periodical (daily, weekly, etc.) data flows between Stonebridge’s internal portfolio management and third-party platforms. Ensure data meets the highest quality amongst the different platforms.
  • Create investment reports and lead portfolio management meetings to review outlier portfolios and manage data.
  • Assist in creating data management flow process
  • Perform other related duties and special projects as assigned

 

Education

  • Undergraduate education in Finance, Mathematics or related subject matter
  • Advanced experience with Excel

 

Desired Skills

  • Interest in Finance or Investment Management
  • Knowledgeable in Data Management
  • Strong attention to detail
  • Understanding of financial industry
  • 0-2 years of experience
  • Self-motivated
  • Team oriented

 

Salary & Benefits

Stonebridge Capital offers comprehensive benefits and a competitive salary based on experience and qualifications.

 

Contact

To apply, please submit your resume and cover letter to LWessel@stonebridgecap.com.