JOBS HERE. I Got Your Job. RIGHT HERE. Catch it. Are You A Marketing Manager in Investment Management? Wanna Be? Hit Me Up.

I would like to ask for referrals for a Marketing Manager located Wall Street area NYC.  Ideal Candidates will bring 5+ years’ experience working in the marketing department of an institutional money managers and have managed a small team of RFP/Database and desktop publishers.

   

Marketing Manager, Investment Management

The Investment Management (IM) Marketing Manager is responsible for overseeing the Institutional Marketing RFP, Data-base and other IM collateral development and production.  The individual will manage a team of 3-6 people that support this effort.  This individual must collaborate closely with our institutional distribution teams, investment areas, compliance and operations, and senior leadership to produce collateral that meets the needs of all constituencies. 

Primary responsibilities:

·         Oversee dedicated resource responsible for the RFP process and multiple people in our desktop publishing role.

·         Provide coaching, guidance and timely and constructive feedback to team members.

·         Communicate key priorities and monitor their progress against goals.

·         RFP and Data Management Oversight:

o   Prioritize and insure RFP/RFI deadlines and requirements are met.

o   Review RFPs; working closely with other internal teams to ensure answers are complete, accurate and reviewed for compliance.

o   Oversee that performance and fund data are reported to key consultant and industry databases.

·         Oversee the collateral suite supporting sales and relationship management.  Analyze current and proposed marketing materials and other communications to ensure consistency with key messaging. 

·         The person will oversee the production of collateral on a monthly and quarterly basis and ensure that it is completed in the time frame necessary for our distribution teams. 

·         Develop and support the internal and external circulation strategy for flagship quarterly publications and thought leadership pieces.

Secondary responsibilities:

·         Own the communication of the IM message internally.

·         Ensure marketing materials are in compliance with key legal and regulatory rules governing the LOB.

·         Maintain Marketing Library including competitor performance database and develop competitive intelligence files (competitor books, communications, reports, etc.).

·         The individual will collaborate with the Head of Firm Wide Corporate Marketing to support our PR effort, marketing strategy development and benchmarking.

Qualifications:

·         Ability to manage operational aspects of the Marketing organization.

·         Bachelor’s degree in marketing or equivalent work experience.

·         Minimum of 5 years of experience in marketing at an Investment Management firm and 8+ years professional experience, preferred.

• Broad understanding of the financial markets and products.

·         Excellent written skills sufficient for client facing materials.

·         Ability to drive strategic initiatives and execute with limited supervision.

·         Highly effective service and relationship management skills and the ability to influence and collaborate with all levels of the organization.

·         Strong analytical and problem-solving skills.

·         Ability to work effectively in a team environment.

·         Highly flexible with the ability to think outside the box and respond quickly to changing business needs.

·         CFA, Series 7, Series 24 a plus.

Please call me to discuss prospective candidates or have them contact me directly.

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