Responsibilities

• Work closely with senior team members to develop, manage and implement marketing campaigns across the asset class spectrum for the appropriate channels.
• Craft, produce and edit copy for various print and digital collateral including product briefs, brochures, pitch books, white papers, client communications and microsites, among others.
• Create and manage the execution of channel specific pieces and drive workflow processes to ensure successful on time completion of projects (including compliance review and approval).
• Partner with sales, product marketing and compliance to ensure timely, compliant, and channel-appropriate content and messaging
• Coordinate distribution of content through digital and print channels
• Support digital marketing initiatives including web content, email marketing, and social media programs targeting intermediary audiences
• Manage the development of print and digital collateral from brief through compliance review and final production
• Assist in planning and executing advisor conferences and webinars — including pre- and post-event campaigns and follow-through
• Partner with legal and compliance to ensure all advisor-facing communications meet regulatory standards
• Maintain consistent brand positioning and messaging integrity across all intermediary touchpoints

Requirements

• Bachelor's degree in Marketing, Finance, Business, Communications, or a related field
• 3-5+ years of experience in asset management, wealth management, or financial services marketing
• Demonstrated ability to manage multiple projects and deadlines with strong attention to detail
• Strong written and verbal communication skills, with the ability to translate investment concepts for advisor audiences Analytical and comfortable working with and interpreting numbers and data.
• Ability to multi-task in a fast-paced environment, build strong relationships with internal and external partners and partner with sales to capture opportunities.
• Professional, articulate, and creative with a positive attitude.

Preferred

• Experience with intermediary distribution channels
• Working knowledge of key intermediary segments — RIA, broker-dealer, bank/trust, and DC — and the dynamics of each
• Familiarity with investment vehicles common across these channels: mutual funds, ETFs, SMAs, and alternatives

Benefits

• paid time off
• medical/dental/vision insurance
• retirement
• life insurance
• and other benefits to eligible employees