Responsibilities

• Develop and enhance fund presentations, pitchbooks, sales ideas, and other marketing materials that support business development and client engagement efforts.
• Manage and maintain product content, including fund information, portfolio manager biographies, website materials, and other client-facing resources to ensure accuracy and consistency.
• Gather and analyze market, portfolio, and competitive data to support product positioning, marketing recommendations, and strategic decision-making.
• Partner across teams to create compelling presentation materials and content that support sales meetings, client conversations, and broader business development initiatives.
• Monitor industry trends, market developments, and competitor activity, identifying insights that can inform product messaging and marketing strategy.
• Support strategic projects and special initiatives that help drive product awareness, improve content effectiveness, and support business growth.

Requirements

• Bachelor's degree in Finance, Economics, Business, Marketing, or a related field.
• Experience in asset management, investment management, fixed income, mutual funds, product marketing, or a related field.
• Understanding of financial markets, investment products, and fixed income concepts.
• Strong written and verbal communication skills, with the ability to simplify complex information.
• Strong organizational skills and the ability to manage multiple projects and deadlines.
• Series 7 licenses or willingness to obtain required licensing after hire.

Preferred

• Strong analytical, critical thinking and technical acumen.
• Experience supporting product marketing, product management, sales enablement, or investment communications.
• Familiarity with platforms such as FactSet, Bloomberg, Morningstar Direct, Seismic, or similar tools.

Benefits

• Market competitive base salaries, with a yearly bonus potential at every level.
• Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
• 401(k) plan with company match (up to 4%).
• Company-funded pension plan.
• Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
• Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
• Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
• Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period).