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Marketing Template Associate


Mar 29, 2019



Agent: Den M.

Job #: 145816

Job Description

Our client in the Financial Services industry is looking to hire a Marketing Template Associate to sit in their Southwest Austin Office.

This person is responsible for the creation and ongoing maintenance of templates used by Marketing and other departments. Template examples include presentation slides, fillable survey forms, talking points documents, and quick reference guides. Template creation will involve close collaboration with Marketing’s creative team and business channels. Initial primary responsibilities will also include the production and maintenance of the firm’s approved PowerPoint presentations library along with customizing slide content for specific prospect and client review meetings. The candidate must have the ability to balance efficiency and creativity within a corporate brand and a fast-paced environment.



Client Description:


  • Maintain brand standards and consistency of message and design across templates
  • Take direction from various teams to improve and develop templates
  • Identify best template solution based on usage criteria and business channel needs
  • Format numerical data, charts, text, photographs, and other visual graphic elements
  • Pull master PowerPoint slides from an internal, web-based content management system
  • Review work for accuracy of typing, layout, consistency, and format
  • Serve as the resident expert at using Dimensional’s templates
  • Route iterations to the client and successfully address client feedback
  • Route marketing collateral through Legal and Compliance for approvals and make necessary revisions
  • Display exceptional customer service skills and help foster an environment of teamwork
  • Work on multiple assignments with competing deadlines
  • Maintain version control through the tracking of drafts as they progress to a final version
  • Work with various Marketing teams and internal clients to ensure proper prioritization, meet all established deadlines, and proactively resolve issues
  • Keep up-to-date records for each project in workflow database
  • Expert in print production software, including Microsoft Office (PowerPoint, Excel, and Word), Adobe Creative Suite, and Adobe Acrobat
  • Experience setting up templates for others to use, factoring in ease of use while maintaining design controls based on corporate brand identity guidelines
  • Ability to translate and simplify complex data through information graphics, charts, and graphs
  • Excellent oral, presentation, and communications skills and a professional client service mind-set
  • Ability to be process-driven yet flexible
  • Excellent organization skills and results-oriented work ethic
  • Demonstrated ability to take initiative
  • Adaptability and proven ability to handle multiple tasks simultaneously
  • Demonstrated excellence in interpersonal skills, especially in situations involving consensus and team building, with strong problem-solving skills
  • Experience working in a marketing or creative environment
  • VBA experience is a plus
  • Background in the financial services industry preferred
  • Bachelor’s in communications, marketing, advertising, or a related field
  • Minimum of three years of experience in marketing, communications, design, and/or advertising, with a focus on internal communications and/or brand management


Want more details about this and other opportunities?
Meet Den Mondejar!