Responsibilities

• Manage the full lifecycle of printed marketing materials, including brochures, direct mail, sales collateral, and event materials.
• Develop project timelines and manage workflows from concept through print delivery.
• Collaborate with creative, copywriting, compliance, and legal teams to ensure content accuracy and approval.
• Oversee print vendors, manage quotes, negotiate pricing, and monitor quality control.
• Source materials and ensure cost-efficiency and timely delivery.
• Evaluate vendor performance and maintain a preferred supplier list.
• Ensure all printed materials comply with internal policies and financial services regulations (e.g., FINRA, SEC).
• Coordinate compliance and legal reviews, implementing required changes without compromising quality or deadlines.

Requirements

• Bachelor’s degree.
• 5 years of experience in print production, preferably within the financial services industry.
• Strong understanding of financial compliance requirements (e.g., disclosures, approval cycles).
• Proven ability to manage multiple complex projects under tight deadlines.
• Experience working with creative/design teams and production vendors.
• Knowledge of print techniques, materials, file prep, and quality control processes.
• Proficiency in Microsoft Office and project management tools (e.g., Workfront, Asana, Trello).
• Exceptional attention to detail and organizational skills.

Preferred

• Experience with digital asset management and marketing operations platforms.
• Familiarity with accessibility standards and sustainable print practices.
• Background in both B2B and B2C financial marketing is a plus.

Benefits

• Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
• Retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources.
• Paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and the full range of statutory leaves of absence.
• Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.