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Marketing jobs

4 marketing jobs

4 days ago

Senior Product Communications & Operations Analyst

William Blair

Chicago, IL (On-site)Full time$90K/yr – $115K/yr

6 weeks ago

Investment Content Strategist

William Blair

Chicago, IL (On-site)Full time$125K/yr – $145K/yr

3 months ago

Intermediary Distribution Channel Marketing Manager

William Blair

Chicago, IL (On-site)Full time$140K/yr – $160K/yr

4 months ago

Marketing Specialist - Data/Database, RFP

William Blair

Chicago, IL (On-site)Full time$70K/yr – $75K/yr

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William Blair

Senior Product Communications & Operations Analyst

Chicago, IL (On-site)

$90K/yr – $115K/yrSenior Level5+ years expFull time

Posted 4 days ago

Job Summary

Own end-to-end production of client-facing marketing materials for equity and fixed income, partnering with Investment Teams and Product Managers to translate strategy into clear, compliant presentations; manage recurring materials, regulatory reviews, and version control while seeking process improvements.

Lead end-to-end collateral production across asset classes
Coordinate with Compliance, Sales, and Marketing to ensure accuracy and consistency
Drive process improvements in templates, data automation, and workflows

Job Description

Responsibilities

Own the end-to-end production of marketing presentations, pitchbooks, fact sheets, and other client-facing collateral across equity and fixed income strategies.
Partner with Investment Teams, Portfolio Specialists, and Product Managers to translate strategy positioning, performance data, and market commentary into clear, compelling, and compliant presentation materials. Apply creative design methods, standard formats, templates, and tools to convey investment information in a user-friendly manner.
Maintain and update recurring materials (monthly/quarterly fact sheets, commentaries, performance decks) on a consistent production cycle, ensuring data accuracy and timeliness.
Coordinate with Compliance and Legal to ensure all materials meet regulatory requirements (e.g., SEC/FINRA guidelines, GIPS presentation standards) prior to distribution.
Collaborate with RFP and Data team members for responses with accurate, up-to-date content and exhibits, coordinating with Product Managers to ensure messaging remains current and consistent.
Serve as a subject-matter resource on presentation content, formatting standards, and brand guidelines; ensure consistency across all client-facing materials.
Collaborate with Sales, Client Service, Consultant Relations, Marketing, and Product Managers to tailor materials for specific client segments, channels, and geographies.
Manage version control, approval workflows, and archiving presentation materials in accordance with firm policy.
Work with the external vendor tool used to maintain the library of approved marketing materials, keeping the library current and organized.
Document and communicate project status to project leaders using established workflows and team processes.

Requirements

5-7 years of experience in marketing presentations, product marketing, or investment communications at an asset management firm.
Demonstrated experience supporting both equity and fixed income asset classes strongly preferred.
Prior experience working directly with Portfolio Specialists, and/or Product Managers to develop client-facing materials.
Experience navigating a compliance review process for regulated financial marketing materials.
Advanced proficiency in PowerPoint required; experience with Excel and data/analytics tools (e.g., FactSet, Morningstar, eVestment, Bloomberg) strongly preferred.
Graphic design skills, with proficiency in graphic design software.
Excellent written and visual communication skills; ability to distill complex investment concepts into clear, client-ready narratives.
Strong project management skills with the ability to manage multiple deliverables and stakeholders under deadline pressure.
High attention to detail and commitment to data accuracy.
Working knowledge of SEC/FINRA marketing rules and GIPS presentation standards.

Preferred

CFA Institute Investment Foundations certification, CFA, CAIA, or progress toward a similar designation is a plus but not required.

Benefits

Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.

William Blair

William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity research. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.**Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.Social Media Disclaimer: williamblair.com/Disclosures#social

Founded in 1935

Chicago, Illinois, USA

2.5K employees

www.w-blair.com/E80y30soljc

Salaries

Posted range

$90K/yr – $115K/yr

Taken straight from the job posting.

See all William Blair salaries

Marketing Team

Median Tenure

7.4 years

Marketing Roles Posted (Last 30 Days)

Headcount Trend

Current headcount: ~2.5K

Recent News

William Blair Remains Bullish on Clearwater Analytics Holdings (CWAN)

Sep 30, 2025 • Yahoo Finance

William Blair Adds Senior Banker in London With Focus on Consumer Products and Services

Sep 23, 2025 • William Blair

Resources Connection to Participate in William Blair’s Inaugural Human Capital Services Virtual Conference

Sep 16, 2025 • Yahoo Finance

Links

www.w-blair.com/E80y30soljc

X (Twitter)

Crunchbase

Responsibilities

Own the end-to-end production of marketing presentations, pitchbooks, fact sheets, and other client-facing collateral across equity and fixed income strategies.
Partner with Investment Teams, Portfolio Specialists, and Product Managers to translate strategy positioning, performance data, and market commentary into clear, compelling, and compliant presentation materials. Apply creative design methods, standard formats, templates, and tools to convey investment information in a user-friendly manner.
Maintain and update recurring materials (monthly/quarterly fact sheets, commentaries, performance decks) on a consistent production cycle, ensuring data accuracy and timeliness.
Coordinate with Compliance and Legal to ensure all materials meet regulatory requirements (e.g., SEC/FINRA guidelines, GIPS presentation standards) prior to distribution.
Collaborate with RFP and Data team members for responses with accurate, up-to-date content and exhibits, coordinating with Product Managers to ensure messaging remains current and consistent.
Serve as a subject-matter resource on presentation content, formatting standards, and brand guidelines; ensure consistency across all client-facing materials.
Collaborate with Sales, Client Service, Consultant Relations, Marketing, and Product Managers to tailor materials for specific client segments, channels, and geographies.
Manage version control, approval workflows, and archiving presentation materials in accordance with firm policy.
Work with the external vendor tool used to maintain the library of approved marketing materials, keeping the library current and organized.
Document and communicate project status to project leaders using established workflows and team processes.

Requirements

5-7 years of experience in marketing presentations, product marketing, or investment communications at an asset management firm.
Demonstrated experience supporting both equity and fixed income asset classes strongly preferred.
Prior experience working directly with Portfolio Specialists, and/or Product Managers to develop client-facing materials.
Experience navigating a compliance review process for regulated financial marketing materials.
Advanced proficiency in PowerPoint required; experience with Excel and data/analytics tools (e.g., FactSet, Morningstar, eVestment, Bloomberg) strongly preferred.
Graphic design skills, with proficiency in graphic design software.
Excellent written and visual communication skills; ability to distill complex investment concepts into clear, client-ready narratives.
Strong project management skills with the ability to manage multiple deliverables and stakeholders under deadline pressure.
High attention to detail and commitment to data accuracy.
Working knowledge of SEC/FINRA marketing rules and GIPS presentation standards.

Preferred

CFA Institute Investment Foundations certification, CFA, CAIA, or progress toward a similar designation is a plus but not required.

Benefits

Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.