Mutual Funds Channel Marketing Manager

Our client, a leading global asset management firm, is currently seeking a Mutual Funds Channel Marketing Manager to join their team in Stamford, CT. As a key member of the marketing team, the  Channel Marketing  Manager is accountable for developing, managing and executing  marketing initiatives specific to the Retail channel.  This individual will partner with the National Accounts and Sales divisions to identify channel, and firm-specific marketing opportunities.  The ideal candidate understands how to implement initiatives and activities that align with distribution, sales, and retention goals, as well as the longer-term growth strategy. A background in national accounts, channel marketing,  or experience as a wholesaler is a plus. 

About the Job:

  • Develop and maintain relationships with Channel National Accounts, Sales and partner firms in the decision-making process
  • Develop, manage & implement strategy; execute marketing activities in the channel including but not limited to:
    • Targeted content and campaigns tailored to Broker-Dealer Relationship Managers, Research Analysts, and Financial Advisors
    • Initiatives; composition of marketing plans with input from various stakeholder groups (deliverables, goals, etc)
  • Oversee projects & manage timelines; through frequent stakeholder updates, team meetings, and by working closely with other areas in marketing (interactive, production, programs, product, etc.)
  • Promote & communicate via channel management meetings, sales calls, and e-mail
  • Use metrics to track goal progress and report of findings
  • Institutionalize learning; adapt new processes based on results and feedback
  • Align with the messaging and promotions of key accounts by visiting regularly with account managers and attending conferences (10-20% travel)
  • With the event planning team, spearhead national account conference planning efforts
  • Review websites that support channel efforts - both internal and partner firm sites


  • 7+ years experience in marketing, sales or national accounts
  • Experience in channel marketing and MBA is preferred
  • Capital Markets knowledge is required
  • Mix of strategic and tactical ability and collaborative work style
  • Proven ability to set priorities and lead initiatives from inception thru execution
  • Creative thinker and well organized with strong project management skills
  • Excellent written and verbal communication skills
  • Series 6 or 7 preferred

Please forward resumes to Suzanne@colemancompany.net