Seeking a Product Marketing Manager, responsible for developing and executing marketing content strategy for custom wealth solutions with extensive knowledge of asset management and the needs of high-net-worth investors.
Some of the Responsibilities are:
- Develop and execute a comprehensive content marketing strategy that aligns with the company's goals and objectives, focusing on custom wealth solutions.
- Manage the distribution of content across various channels, including the company's website, social media, email newsletters and industry publications.
- Collaborate with sales, product, and training teams to refine the messaging and positioning of custom wealth solutions.
- Facilitate and lead regular meetings between US Marketing and custom wealth solutions partners to ensure alignment and collaboration.
- Employ a compressive marketing brief process, bringing together colleagues across all marketing functions to determine how best to go to market as quickly and effectively as possible, always being clear as to the intended goal and how best to measure success.
Skills and Experience:
- Bachelor's degree, preferably with a major in economics, business, marketing. MBA or other educational and professional designations a plus. Series 7 and 63 desired. Series 24 a plus.
- Experience with project management and design applications (CANVAS and MOST)
- 5 - 8 years' experience in the investment industry - in product marketing/management related role
- Strong understanding of advanced wealth management strategies including tax loss harvesting, direct indexing, managed options, and SMA vehicles, with the ability to effectively communicate and write on these complex topics.
- Deep understanding of financial markets, vehicles, and industry