Responsibilities

• You will be responsible for supporting the development and execution of marketing strategies for a range of investment solutions and wealth management products. This includes drafting marketing materials, collaborating with internal and external partners, and managing projects from initiation to completion. A key focus will be on partnering with advisor teams to drive product awareness and adoption, as well as utilizing a data-driven approach to optimize marketing tactics and improve client engagement.
• Lead in development and creation of comprehensive marketing strategy across a range of investment solutions, including alternatives and wealth management products.
• Partner closely with business and product teams to develop strategies and content and increase advisor engagement and adoption.
• Draft and edit copy for pitch books, article content, amplification plans, and additional client materials.
• Work collaboratively across internal marketing team members and external partners, agencies, and vendors to support both new and current multi-channel marketing strategies.
• Work with project stakeholders across marketing, business, advisor teams, compliance, creative, web, and analytics from project initiation through execution, including initial planning, creative briefing, copywriting/design, implementation, monitoring optimization, analysis, and reporting.
• Compose language for and lightly design internal educational materials.
• Brainstorm creative ideas to ensure we are maximizing client engagement ideas and tactics.
• Use a data-driven and iterative approach to further enhance and optimize marketing tactics.
• Create regular reports based on test results and other ongoing initiatives to share with leadership.
• Contribute to the development and improvement of the Marketing team’s processes for improved collaboration and execution.
• Manage invoicing, budget tracking, and statement of work approval process

Requirements

• Bachelor’s Degree Required
• 4 or more years professional experience, preferably in integrated or product marketing
• Experience working in financial services (wealth management, investments, etc.)
• Strong copywriting and editorial skills
• Familiarity with design skills across Microsoft suite
• Executing a distinctive program in the marketplace that helps achieve our goals
• Positive team outlook that encourages personal growth, team engagement, client focused attitude
• Strong interpersonal skills and a desire to work in a team-oriented environment
• Ability to work in a fast-paced environment and think clearly under pressure
• Highly organized with attention to detail and excellent follow-through
• Strong verbal and written communication skills
• Entrepreneurial
• Creative thinker

Preferred

• Creative thinker
• Entrepreneurial

Benefits

• Benefits and wellness offerings available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week.
• A summary of these offerings can be found here.