Intermediary Channel Marketing, Senior Associate,

Boston, MA (On-site)

$115K/yr – $130K/yrSenior Level5+ years expFull time

Posted 2 days ago

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Job Summary

Owns channel marketing for the Alternatives business, driving intermediary programs and coordinating with Sales, Product Marketing, Compliance, Legal, and Marketing to execute campaigns and events.

  • Develop and execute programs for alternative investment strategies including launches, fundraising, thought leadership, advisor education, webinars, and events.
  • Manage campaigns across digital, email, content, social, and events to drive awareness and demand among financial advisors.
  • Build cross-functional relationships and establish measurement frameworks to optimize marketing impact.

Job Description

Responsibilities

  • Serve as the primary Channel Marketing partner for the Alternatives business, supporting the marketing needs of the Alternatives sales organization and associated business priorities.
  • Develop and execute marketing programs that support alternative investment strategies and solutions, including product launches, fundraising campaigns, thought leadership initiatives, advisor education programs, webinars, and events.
  • Partner closely with Alternatives Product Marketing and sales leadership to translate business objectives into effective intermediary marketing strategies and deliverables.
  • Create and manage marketing campaigns across digital, email, content, social, and event channels designed to drive awareness, engagement, and demand among financial advisors.
  • Collaborate with other Channel Marketing managers to incorporate alternative investment capabilities into broader intermediary campaigns and sales initiatives.
  • Lead the marketing support and promotion of conferences, roadshows, webinars, due diligence events, and other advisor-facing programs.
  • Manage channel marketing deliverables from concept through execution, partnering with creative, editorial, digital, compliance, and production teams.
  • Develop campaign measurement and reporting frameworks to evaluate effectiveness and identify opportunities for optimization.
  • Build strong relationships across Sales, Product Marketing, Compliance, Legal, and Marketing to ensure coordinated execution and a consistent client experience.
  • Assist the Channel Marketing team with other strategic initiatives and special projects.

Requirements

  • Bachelor's degree or equivalent experience.
  • 5–8 years of marketing experience within asset management or financial services.
  • Demonstrated experience developing and executing marketing programs for intermediary distribution channels, including broker-dealers, RIAs, wirehouses, and banks.
  • Strong understanding of intermediary sales and marketing dynamics, advisor engagement strategies, and channel-based marketing programs.
  • Experience with alternative investments, private markets, private credit, private equity, hedge funds, real assets, or related investment solutions preferred.
  • Excellent project management skills with the ability to manage multiple initiatives simultaneously.
  • Strong written, verbal, and presentation skills.
  • Proven ability to build relationships and collaborate across sales, product, marketing, and investment teams.
  • Results-oriented mindset with experience measuring and optimizing marketing effectiveness.

Preferred

  • Experience with alternative investments, private markets, private credit, private equity, hedge funds, real assets, or related investment solutions preferred.
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Morgan Stanley

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals. We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.

New York, NY, US
93K employees (1,347 in marketing)

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Social
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Paid
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Headcount Trend

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Marketing Team

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943 (1% of company)
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25 years
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Marketing Roles Posted (Last 30 Days)
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