Investment Marketing Specialist

Responsibilities

• Support the development, editing, and ongoing maintenance of investment related marketing content, including product briefs, presentations, web content, emails, and educational materials
• Assist in translating complex investment concepts into clear, digestible messaging for financial advisor audiences
• Coordinate content updates across platforms, ensuring accuracy and alignment with compliance requirements
• Support the execution of email marketing tied to investment content, webinars, and events
• Provide logistics and marketing support for virtual events
• Partner with Product, Sales, Investment Management, Legal, and Compliance teams to support go to market initiatives
• Track and analyze the performance of product marketing activities

Requirements

• 2–3 years of experience in marketing, communications, or a related role within financial services or a regulated industry
• Experience in investment products, financial markets, or advisor focused businesses preferred (or strong interest in developing this knowledge)
• Strong written communication skills and attention to detail
• Ability to manage multiple tasks and deadlines in a collaborative, fast paced environment
• Bachelor’s degree in marketing, communications, business, finance, or a related field

Benefits

• healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
• life and disability insurance (premiums paid for base coverage)
• 401(k) match
• education assistance
• commuter benefits
• up to 11 paid holidays/year
• 21 days PTO/year pro-rated for new hires which increases over time
• paid parental leave
• back-up childcare arrangements
• paid volunteer days