Associate, Financial Communications

Dallas, TX (On-site)

Salary Not AvailableEntry Level3+ years expFull time

Posted 4 months ago

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Job Summary

Drive strategic financial communications for investment firms, shaping messaging and investor materials while managing client engagements.

  • Must-have: Experience in strategic financial communications and client management
  • Standout: Lead advisory work for investment firms on capital raising, launches, and market expansion

Job Description

Associate - Strategic Financial Communications Advisory Dallas, TX (in-office) — About Collateral Collateral is a strategic communications advisory firm to financial institutions. We partner with 400+ investment firms, asset managers, and financial platforms to navigate the moments that matter most: raising capital, launching funds and strategies, scaling platforms, entering new markets, communicating with investors, and strengthening reputation and trust. We sit at the intersection of strategy, capital markets, communications, and execution. Our work combines senior-level counsel with embedded execution to deliver clear, credible, and compelling narratives. We are expanding our Strategic Financial Communications practice and hiring an Associate to lead client relationships and deliver high-impact advisory work. — The Role You will serve as a trusted advisor to investment firms and financial institutions, helping them define how they communicate with investors, clients, and the market. This role blends strategic counsel, narrative development, and program leadership across transaction readiness, investor communications, thought leadership, media strategy, and digital presence. You will manage client accounts, lead strategic recommendations, and guide multidisciplinary teams across copy, design, research, and digital. — Core Responsibilities Client Leadership & Account Management • Serve as a day-to-day strategic partner to clients • Lead weekly client calls, planning sessions, and presentations • Translate business goals into communications and marketing strategy • Manage timelines, scope, and quality of deliverables Strategic Communications & Narrative Development • Develop messaging frameworks and positioning for investment firms and platforms • Advise on fund launches, capital raising, and platform expansion • Build communications strategies for investor and stakeholder audiences • Craft narratives for growth, transformation, and new market entry Investor Relations & Capital Markets Communications • Support investor communications programs and reporting frameworks • Develop investor letters, presentations, and communication plans • Build messaging for investor days, annual meetings, and fundraising initiatives Thought Leadership & Content Strategy • Lead editorial and content strategy for financial institutions • Develop research-driven thought leadership and market commentary • Guide newsletter, social, podcast, webinar, and video strategy Digital Presence & Marketing Strategy • Advise on website strategy and digital positioning • Build integrated marketing and communications programs • Align digital presence with institutional credibility Internal Leadership & Practice Development • Help refine Collateral's strategic communications offerings and playbooks • Mentor junior team members and support hiring and training • Contribute to business development and proposal development — Qualifications Required Background • Experience in strategic communications, financial PR, investor relations, or capital markets communications • Agency or in-house experience serving financial institutions preferred • Strong understanding of private equity, venture capital, real estate, hedge funds, or asset management • Exceptional writing, editing, and presentation skills • Ability to translate complex financial ideas into clear narratives Professional Skills • Strong executive presence and client management ability • Strategic thinker with excellent judgment and attention to detail • Comfortable managing multiple client engagements simultaneously • Highly collaborative and calm under pressure — What You'll Do in This Role (approx. 3–6+ years) • Lead client relationships and set strategic direction • Provide senior counsel on positioning, investor communications, and marketing strategy • Present to executive teams and guide high-stakes initiatives • Help build and scale the Strategic Financial Communications practice — Location Dallas, TX (in-office) — Why Join Collateral - Work directly with leading investment firms and financial institutions - Help build a modern strategic communications practice from the ground up - Operate at the intersection of strategy, capital markets, and marketing - Join a fast-growing firm with significant opportunity for advancement and leadership

Collateral Partners logo

Collateral Partners

We are a specialized advisory firm focused on delivering investment, marketing, and sales collateral for sophisticated financial organizations.

Dallas, Texas, USA
27 employees (11 in marketing)

Traffic Signals

Monthly Visitors
8.2K
Monthly Google Ads Budget
$395
Traffic Source Mix
Search
23.5%
Direct
52.5%
Referral
15.6%
Social
6.9%
Paid
1.1%

Headcount Trend

Current headcount: ~36

Marketing Team

Marketing Team Size
3 (11% of company)