Responsibilities

• Partner with LatAm Sales and Client Marketing leadership to understand business priorities, client needs and market opportunities, and translate them into clear marketing briefs and action plans.
• Support the planning and activation of integrated, multi-channel marketing programs across digital, content, events, paid media and sales enablement, ensuring a coherent client experience.
• Run assigned campaigns and workstreams from brief through delivery, including timelines, stakeholder coordination, quality assurance, approvals, localization, distribution and post-campaign review.
• Use dashboards, campaign metrics and other available data to monitor performance, identify patterns and recommend tactical optimizations tied to defined objectives.
• Use approved AI and automation capabilities to accelerate research, synthesis, ideation, content adaptation, quality control and workflow efficiency, with appropriate human judgment, source validation and compliance review.
• Contribute to experimentation by helping define hypotheses, success measures and learnings; document and share what worked, what did not and what should change next.
• Coordinate effectively with Content, Digital, Creative, Events, Analytics, Sales and Compliance partners, clarifying ownership, dependencies, decisions and next steps.
• Support the translation, creation and maintenance of marketing resources, templates, playbooks and repeatable processes that make it easier to deliver high-quality work across LatAm markets. Adapt global or regional content and messaging for local relevance without losing brand consistency.
• Monitor relevant client, competitor, media, technology and marketing trends, and bring forward ideas that could improve client relevance or commercial impact.
• Ensure marketing activities and materials follow applicable regulatory, brand and firm requirements, engaging Compliance early to reduce risk and rework.

Requirements

• Bachelor's degree required.
• Professional fluency in English and Spanish, written and spoken, is required. Additional fluency in Portuguese is valued.
• 2-4 years of relevant experience in marketing, client engagement, campaign management or a related discipline. Financial services or asset management experience is preferred.
• Interest in financial markets, investment products and the needs of advisors and institutional clients, with the motivation to build deeper expertise.
• Experience supporting or executing marketing campaigns across multiple channels, with exposure to the campaign lifecycle from briefing and build through measurement and optimization.
• Demonstrated digital fluency, including an understanding of audience targeting, email, web, paid media, virtual or in-person experiences, and how channels work together.
• Practical familiarity with generative AI and automation tools, including the ability to write effective prompts, and evaluate outputs critically.
• Analytical aptitude and experience using KPIs, dashboards or structured reporting to assess performance and communicate insights.
• Strong project management, organization and quality-control skills, with the ability to manage concurrent deliverables and deadlines.
• Advanced proficiency in Microsoft 365 applications, particularly PowerPoint, Excel, Word and collaboration tools.

Preferred

• Additional fluency in Portuguese is valued.
• Familiarity with Microsoft Dynamics (CRM), marketing automation (Marketo), project management and sales enablement platforms (Seismic) is desirable.