Positions

Mutual Funds Marketing Campaigns Manager

Our client, a large global quantitative investment management firm, based in the New York metro area is seeking a sophisticated marketing professional to drive the marketing function, working closely with senior management, both on the investment and distribution side, to lead an integrated marketing strategy for the firm. The Marketing Campaigns Manager will develop content and though leadership across all deliverables working closely with the Senior Investment Writer to ensure consistent content and brand enhancement. 

About the Job:

  • Influence product rationalization and new product offerings
  • Increase brand awareness
  • Spearhead initiatives including white papers, webinars, industry surveys, conference speaking engagements/content and client events
  • Create and execute an integrated marketing program
  • Prepare and manage department budgets and overall spending
  • Oversee and analyze market trends and act to take remedial action based on analysis and feedback
  • Oversee the recruitment of additional team members or external vendors
  • Interact with other groups across the organization, particularly with the distribution and investment teams

About You:

  • 10-15 years of marketing leadership experience focused on financial services with an understanding of the investment management industry
  • Knowledge of both institutional and/or intermediary markets
  • Visionary, strategic and creative with ability to drive an agenda through collaboration 
  • Possess a strong sense of how marketing can transform a business
  • Experience in leading and managing a small team
  • Ability to communicate with a variety of audiences and build consensus
  • Experience developing marketing programs and related product offerings that are focused on driving revenue
  • CFA a plus
  • Outstanding strategic and analytical skills

Please forward resumes to suzanne@colemancompany.net

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

Requirements:

  • 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