Responsibilities

• Create and update materials on a monthly and quarterly cycle, including fund fact sheets, performance flyers, commentary pieces, pitchbooks and product one-pagers; proofread for accuracy against source data
• Track material expiration and refresh dates; flag pieces requiring re-approval
• Help maintain brand consistency across all marketing materials, in print and digital, in accordance with the firm's brand standards
• Identify opportunities to streamline production through templates, automation and AI-assisted tools, and bring creative recommendations to the team
• Help create and support integrated campaigns across email, web and social channels, from concept and content development through execution and performance tracking
• Partner with Sales and National Accounts to develop channel-specific materials, respond to field requests and tailor content for key distribution partners
• Contribute creative ideas for new content formats, campaign angles and ways to differentiate the firm's story with advisors
• Make routine updates to the public website and advisor portal, including product pages, the literature library and news posts
• Support digital campaign execution, including formatting content, staging assets and tracking performance
• Prepare and submit marketing materials for Compliance review, apply required disclosures and standardized performance presentations, and route revisions through to final approval

Requirements

• Bachelor's degree in Marketing, Communications, English, Journalism or a related field
• Excellent verbal and written communication skills, including editing and proofreading
• Exceptional attention to detail, particularly when verifying data accuracy against source materials
• Strong planning, organizational, analytical and technical skills
• Creativity and sound judgment in bringing ideas forward while working within brand and regulatory guardrails
• Strong work ethic with the drive to own deliverables end to end, meet deadlines and follow through on details others might miss
• Ability to work independently while balancing multiple projects with demanding and changing priorities and deadlines
• Genuine willingness to learn, experiment with new tools and technologies, and adapt as the marketing landscape evolves
• Proficiency in Microsoft Office (Word, Excel and PowerPoint)
• Interest in financial markets, investment management or financial services

Preferred

• General understanding of the financial services industry, mutual funds and ETFs (preferred)
• Working knowledge of the AP Stylebook (preferred)
• Experience with content management systems, sales enablement platforms such as Highspot or Seismic, or web publishing tools (preferred)
• Exposure to email marketing platforms, marketing automation, CRM tools or digital analytics (preferred)
• Familiarity with Adobe Creative Suite, Canva or similar design tools (preferred)
• Curiosity about AI-assisted content and productivity tools and how they can improve marketing workflows (preferred)