CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.

We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbin's latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others

We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Partners. We have more than $600mm of our personal capital committed to our investment vehicles. We provide access to our Partners to co-invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Partners they could never access on their own. Third, and what we believe is the most unique feature of our firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Partners do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.

Associate, Marketing

We're seeking a Marketing Associate to join our Team and play a pivotal role in leveraging marketing strategies for engaging collateral, branding, and events that connect our investors and advisors to the CAZ ecosystem. This position provides an opportunity to learn every aspect of our business, collaborate with Teams across various cities, manage marketing plans, and produce brand-aligned assets. Your initiatives, reporting directly to the Director of Marketing, will be integral to our Capital Formation and Marketing strategy. This role serves as a stepping stone to grow within the organization after demonstrating your value, with occasional travel required. A strong background in marketing is essential for success in this position.

Key Responsibilities:

• Provide support to the Business Development Team by creating collateral and assisting in managing marketing plans that will accelerate their success.

• Collaborate with various Teams to maintain brand consistency and create appealing marketing materials.

• Assist in organizing and orchestrating the regular update of Firm collateral across all marketing initiatives.

• Design and produce various marketing assets such as brochures, presentations, infographics, and digital content.

• Ensure that all design deliverables align with brand guidelines and project objectives.

• Participate in CAZ events and initiatives and manage company events, including logistics and vendor coordination.

Success as a Marketing Associate will be measured by your:

• Ability to deliver quality work on time, with excellent attention to detail.

• Focus on finding ways to help our Team succeed and provide significant value to our clients.

• Capacity to work within and across Teams to bring success to all members of the firm.

Requirements:

• Bachelor's degree with 2-4 years of experience in a related field.

• Proficient in graphic design software (e.g., Adobe Creative Suite) and MS Office, including Excel and PowerPoint.

• Strong data presentation design skills, creativity, and experience in marketing collateral creation.

• Ability to work efficiently under strict deadlines in a fast-paced environment.

• Exceptional organizational and written communication skills, with keen attention to detail.

• Outgoing personality with the confidence to interact effectively with groups.

• Team-oriented with a strong work ethic and event management experience.

Preferred:

• Proficiency in Salesforce, Marketing Cloud, and other CRM tools is advantageous.

Compensation Structure:

• Base salary will be commensurate with experience.

• Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability.

• After 30 days of employment, you will be eligible to participate in our Matching 401k plan.

• We offer a generous PTO plan, along with an excellent benefits portfolio.