Mutual Fund Marketing Manager

Job ID: 02500

Our client, a leading global asset management firm, is currently seeking a Mutual Fund Marketing Manager to join their team in Stamford, CT. As a key member of the Retail channel team, the Marketing Channel Manager is accountable for developing, managing and executing channel specific marketing initiatives.  The Marketing Manager will partner with National Accounts and Sales to identify channel/firm-specific marketing opportunities, and implement initiatives and activities that align with Americas Distribution sales and retention goals, as well as the longer-term growth strategy. The ideal candidate preferably has a background in channel marketing, Series 6 or 7 license and a MBA. This position offers competitive compensation and comprehensive benefits package which includes medical, dental, vision, 401(k), paid time off, employee stock purchase plan, tuition reimbursement, and much more.

About the Job:

  • Develop and maintain relationships with Channel National Accounts, Sales and partner firms in the initiative decision-making process
  • Develop, manage & implement initiative 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 initiatives & manage timelines; through frequent stakeholder updates, team meetings, and by working closely with other areas in marketing (interactive, production, programs, product, etc.)
  • Promote & communicate initiatives via channel management meetings, sales calls, and e-mail
  • Use metrics to progress against initiative goals and report of findings
  • Institutionalize learning; adapt future initiatives based on results and feedback
  • Align with the messaging and promotions of our 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 submit qualified resumes to suzanne@colemancompany.net and reference Job ID: 02500