Responsibilities

• Develop and execute high-quality, differentiated product marketing content across fixed income and other asset classes within public products
• Drive creation and implementation of marketing collateral, product positioning and thought leadership that is aligned with business strategy and objectives, across vehicles including separately managed accounts, institutional separate accounts, ETFs, mutual funds and UCITS
• Partner with key stakeholders across product, investment teams, portfolio strategists and global client group teams as well as marketing colleagues to ensure competitive differentiation of capabilities across collateral and campaigns
• Support new product launches, product actions and ongoing systematic campaigns including content goals, creation, production and distribution through marketing platforms
• Assess market trends, competitive positioning and client behaviors to inform and optimize messaging and content development
• Partner with marketing generalists and marketing services teams to manage updates of marketing collateral and web content including presentations, strategy profiles, product and market commentaries, web pages, paid search, social, display ads and other sales-support materials
• In close alignment with client marketing partners globally, serve as product subject matter expert on integrated thematic campaigns that leverage a full suite of paid, earned and owned marketing levers
• Work with compliance to ensure materials meet regulatory guidelines and support compliance process from initial submission to final approval

Requirements

• Educational Requirements - University (Degree) Preferred
• Work Experience - 3+ Years Required; 5+ Years Preferred
• Physical Requirements - Physical Requirements: Sedentary Work
• Career Level - 7IC
• Required Qualifications - 3+ years of financial services or asset management experience
• Preferred Qualifications - 5+ years of related financial services or asset management experience
• Bachelor’s Degree
• Experience working with wealth and institutional audiences, sales, investment teams, plus knowledge of sales process
• Proven relationship management experience
• Knowledge of fixed income markets, municipal bonds, tax optimization, direct indexing strategies, active ETFs and UCITS

Preferred

• Enthusiastic individual, with a collegial approach, able to work in a culturally diverse organization and at different levels of the business
• Excellent communication and relationship management skills with the ability to express complex issues succinctly and clearly to business partners
• Strong organizational skills
• Demonstrates diligence, analytical approach and works proactively to resolve issues
• Able to think independently and escalate roadblocks when needed
• Knowledge of investment industry concepts, including regulatory requirements of SEC, FINRA, MiFID and SFDR
• Exhibits influencing skills
• Experience with managing a broad range of initiatives and demonstrating flexibility to adapt to changing priorities and timelines
• Comfortable operating in/with a multi-location and multi-national extended team
• Able to operate under time pressure and multi-task