Financial Marketing Project Manager

New York City, NY
Job Terms:
Start date:
posted by:
Alicia Capobianco

Job Description:

Our large financial services company located in NYC is seeking a Financial Services Marketing Project Manager for a year long contract assignment. This is full-time and onsite. Financial experience is a MUST, this role could potentially go perm. 

  • This person is responsible for developing and updating product marketing materials and communications including fact sheets, shareholder report letters, commentaries, investment reports, presentations and sales ideas.  
  • This position is responsible for developing content for mutual funds and separate account products and services for all distribution channels including financial advisor, RIA (Registered Investment Advisors), and investor audiences. 
  • Individual will be responsible for collaborating with Sales and Product Management partners in the development of materials. 
  • This person will also be responsible for working with the Compliance department to ensure compliance with all regulatory requirements. 
  • This role requires working closely with our in-house design team and/or external agencies as well as our production and digital teams to oversee design development, printing and distribution.

Additional notes directly from manager:: 
• Handles marketing materials to investors and general public
• PM like role
• Powerpoint, brochures, hand out materials
• Interfacing with different departments -  Design teams, legal, sales force team interaction
• Updated documents quarterly
• Experience in mutual funds industry
• Security licenses a plus but not required
• Looking to start by mid-June
• 6-8 people on team
• Mostly individual projects
• Adobe a plus


•       Bachelor's Degree and 3 –5 years related experience in an asset management firm.  

•       Microsoft Word, PowerPoint, Adobe Acrobat, Excel; ability to learn online project management tools and software. 

•       Program management experience – serving as project manager on marketing campaigns, coordinating and driving workflow, briefs, deadlines, budgets etc. across internal and external resources and stakeholders across all marketing disciplines. 

•       Strong knowledge of the mutual fund industry as well as the equity and fixed income markets. Familiarity with financial compliance regulation.

•       Ability to edit copy aimed at a broad range of audiences from highly technical copy targeted to sophisticated institutional investors to educational materials for retail individual investors.

-       Environment is fast-paced, particularly during quarter-end month when material gets updated

-       A lot of our material incorporates working with data backup, so candidates should be comfortable working with Excel files

-       Ability to be flexible is a must, as rush requests can come in at any time

Client Description:

Freelancing long-term with Aquent gets you access to some pretty cool things:

- You're paid weekly

- Subsidized health and dental benefits after your first four weeks of work (averaging at least 20 hrs/wk)

- Access to Fidelity 401(k)

- Access to FSA Program (pre-tax payment toward bus or train passes, etc.)

- Direct deposit for your paycheck

- Access to our Talent Rewards Program (we reward for referrals!)

- Access to free online courses via Aquent's Gymnasium, to help you develop your skills: http://gymnasium.aquent.com/

- Access to free online courses via Lynda.com

- Aquent support: your Aquent Agent checks in with you during the course of your contract to make sure you're happy and progressing according to your expectations (we're also there to be looking for new opportunities for you when you're close to wrapping up)


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