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Senior Channel Marketing Manager

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A tremendous opportunity exists in a growing business for a talented strategic thinker and content creator with experience in marketing investment products and strategies to join our client’s Institutional & Retirement Marketing organization! This Institutional Channel Marketing Manager will serve as a partner to the Institutional Sales organization, partnering with Corporate and various internal teams to help develop highly integrated marketing plans.

The Institutional Channel Marketing Manager’s principle role is to develop, manage and execute high impact marketing programs and client/prospect contact strategies for these channels on a timely basis. The marketing manager will conceive, develop and implement plans by engaging product experts and appropriate specialized marketing resources to design, shape and deliver marketing and content programs.

The Institutional Channel Marketing Manager will also act as a representative for the firm’s investment boutiques and products and be responsible for ensuring that core messages are communicated accurately and consistently across the marketing platform. This position provides a unique opportunity for someone to build a channel marketing platform from the ground up and drive marketing and product strategy within an organization that is positioned for growth. In carrying out these duties, the Institutional Channel Marketing Manager will gain exposure to the broader business and other senior executives, portfolio managers, product strategists and distribution teams.

Specific Responsibilities:

Serving as the channel marketing subject matter expert, the Institutional Channel Marketing Manager will work directly with the Channel Sales Heads to align on channel goals and priorities in order to develop and implement compelling marketing plans and tactics:

• Conceive, develop and execute integrated marketing campaigns, applying segmentation techniques developed with the help of in-house marketing database and business intelligence experts.
• Lead program development and execution (product and thematic campaigns, contact and drive to web strategy/digital strategy, as well as events and roadshows).
• Take the lead in developing relationships and working with product strategy, investment specialists and portfolio managers to develop unique and compelling messaging and positioning for our client’s investment products.
• Will be responsible for developing and maintaining:
– Channel-specific marketing plans and product strategy and positioning.
– Channel-specific marketing materials that articulate the institutional businesses’ value proposition and capabilities including pitch books, fact sheets, videos, web copy, sales ideas, brochures, and flyers (leveraging the support of communication and other specialist functions to develop, deliver and maintain these).
– Channel-specific communication programs that apply best practices in digital and social media disciplines.
– Relationships with key partners in sales, product strategy, marketing and the investment boutiques, as well as client service, management, legal, performance analytics and specialized marketing groups.
• Support channel-specific proprietary and industry events and conference sponsorships.
• Support any other ad hoc marketing initiatives that may arise from time to time.

Skills & Experience:

• The ideal candidate will have:
– A collaborative approach to working with colleagues and strong interpersonal skills.
– Strong written and communication skills; ability to be clear and concise.
– Executive presence and presentation skills.
– Very high-energy level with the ability to be both a self-starter and a team player; proactive and performance-driven in a fast-paced, dynamic environment.
– Ability to navigate and thrive in a large, complex, global organization.
• The ability to think conceptually and strategically with a strong focus on tactical execution.
• Strong knowledge of target audiences including institutional and retirement (defined benefit pension plans and defined contribution plans).
• Knowledge of regulatory and industry rules, guidelines, and standards critical (SEC, FINRA, GIPS, PPA etc).
• Experience working with and across multiple asset classes.


• B.A. / B.S. degree required.
• A minimum of 7 years marketing experience within a financial services environment, preferably asset management (institutional or retail asset management), with proven in-depth product, market and industry knowledge.
• Previous direct experience in an investment product marketing/communications role with responsibility for the creation and execution of marketing materials.

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