Responsibilities

• Coordinate and implement marketing materials/campaigns to support products and programs on time and within budget.
• Research, gather, and disseminate information for projects
• Write and present integrated marketing plans that support sales efforts and generate repeatable results.
• Recommend and develop appropriate communication vehicles for achieving marketing objectives
• Work with other departments to source information and data for projects across media (digital, print, email, etc.)
• Develop and maintain relationships across all departments, including sales, product, legal, compliance, and where applicable, external advisors and distributors.
• Collaborate with product management, internal and external sales management to ensure alignment of efforts.
• Monitor and report on effectiveness of ongoing/existing sales and marketing programs relative to competitor activities and current market conditions.
• Manage the development of materials for new and existing products and programs including advertising, sales brochures, sales ideas, e-mails, web, direct mail and training pieces ensuring materials support business and marketing strategies.
• Manage operational processes to facilitate marketing campaigns such as compliance review, material creation and quality improvement.

Requirements

• Bachelor's Degree is required.
• 3-8 years of proven experience in a marketing manager or account management role.
• Experience in asset management, retirement, mutual fund industry, and/or investment industry is highly desired.
• Knowledge of industry, markets, investments and investment concepts
• Excellent interpersonal and prioritization skills, including the ability to meet deadlines
• Capacity to work in a fast-paced, often changing environment.
• Excellent communication and presentation skills
• Creative and innovative problem solver with a solution-oriented approach.
• Ability to build and maintain positive relationships at all levels of the organization
• Demonstrated experience handling internal and external client relationships.

Preferred

• Ad or digital agency experience is a plus.
• Series 6 or 7 is beneficial but not required