Associate, Ventures Platform

TruStage•Wisconsin - Remote, WI
•$63,300 - $95,000•Hybrid

About The Position

The Ventures Platform Associate supports TruStage Ventures and the continued growth of an ecosystem connecting fintech companies, credit unions and industry partners. The role supports platform initiatives that provide value to portfolio companies and strengthen engagement across the fintech and credit union ecosystem. Key areas include portfolio company onboarding and engagement, the Fintech Forum Community and Webinar Series, signature events, website and digital content, social media, media coordination and program reporting. As part of a small, entrepreneurial team, the Associate is expected to be flexible, execute effectively, exercise sound judgment and manage multiple priorities with limited direction in a fast-paced environment. The position requires clear communication, strong organization and coordination across internal and external stakeholders.

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.
  • Ability to communicate clearly and effectively in writing and verbally.
  • Demonstrated ability to manage multiple projects, recurring programs and deadlines with limited oversight.
  • Strong organizational skills, attention to detail, and ability to coordinate work across internal and external stakeholders.
  • Ability to make informed decisions and deliver results under tight deadlines in a fast-paced, fluid work environment.
  • Proficiency in Microsoft PowerPoint, Word and Excel, including the ability to create polished presentations and program materials.

Nice To Haves

  • At least 3 years of professional experience in marketing.
  • Experience in marketing, social media, communications, program management or event execution.
  • Experience managing webinars, digital communities, website content or recurring audience-engagement programs.

Responsibilities

  • Support new portfolio company onboarding by gathering company information and marketing assets, coordinating website, community and portfolio-material updates, maintaining contact records, and connecting companies to Ventures resources.
  • Support engagement with active portfolio companies through recurring check-ins, agendas, meeting materials, notes, action items, follow-up, requests, introductions and ecosystem opportunities.
  • Run the Fintech Forum Webinar Series from strategy through execution, including topic research, speaker and panel outreach, preparation, webinar setup, registration, audience lists, email campaigns, internal sales communications, event-day execution and follow-up; review performance and participant feedback to improve registration, attendance and engagement.
  • Support the Fintech Forum Community by onboarding members, maintaining lists and platform content, publishing program and portfolio updates, responding to participant needs, and helping grow membership and engagement.
  • Support the strategy, planning and execution of TruStage Ventures signature events for 250 or more participants, including objectives, programming, agendas, participant experience, registration, invitation lists, email campaigns, speakers, sponsors, creative deliverables, presentations, logistics and follow-up.
  • Support management of the TruStage Ventures website, including portfolio company pages, event and program information, and other digital content.
  • Manage TruStage Ventures social media by maintaining the content calendar, drafting posts, gathering assets, coordinating approvals, publishing or scheduling content, and tracking engagement with TruStage social teams.
  • Support media and public relations activities with internal stakeholders by gathering background information, coordinating portfolio company news and opportunities, and preparing briefing materials, talking points and supporting content.
  • Create and support email campaigns, newsletters, announcements, portfolio company materials, company overviews, presentations and other Ventures content and collateral.
  • Maintain contact lists, databases, program trackers and reporting tools.
  • Manage and maintain the Speakers Playbook by developing thought-leadership sessions for the Ventures team, collecting and refining portfolio company session proposals, and partnering with the TruStage Speakers Bureau to secure an average of 70 or more speaking placements annually.
  • Track and report key metrics for portfolio engagement, webinars, community programs, events, social media, communications and promotional activities, and use results to recommend program improvements.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Employee assistance program
  • Life insurance
  • Disability plans
  • Parental leave
  • Paid time off
  • 401(k)
  • Tuition reimbursement
  • Potential eligibility for an annual incentive (bonus) plan
  • Flexible workplace and work-location flexibility
  • Career growth
  • Retirement assistance
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