Financial Intermediary Group Marketing Specialist recruitment
Position Description:
The Company
Wellington Management Company, LLP is one of the world's largest investment management firms. The company is headquartered in Boston with nine affiliate offices in the United States and around the world. With approximately $676 billion in assets under management, Wellington Management Company, LLP manages US, international and global equity, fixed income and multi-asset portfolios for institutional clients and mutual fund sponsors in 40 countries.
Position
As part of Wellington Managements Global Relationship Group, the FIG Marketing Specialist will manage, coordinate, and support the marketing and sales efforts of the Global Financial Intermediaries Group
The FIG Marketing Specialist will be based in Boston and be part of the firm's Global Relationship Group. The FIG Marketing Specialist will act as the hub for managing a high volume of client marketing needs including gatekeeper calls and visits, preparation of customized content such as videos and brochures, and review and approval of client marketing material. The Relationship Specialist will also act as an internal consultant and source for global distribution industry trends and competitive analysis. The Relationship Specialist may be required to travel to visit clients and engage in financial advisor activities in the field. Further, the FIG Marketing Specialist will act as a resource for and provide support to the Portfolio Advisor team including conducting meetings and conference calls.
Responsibilities
The FIG Marketing Specialist must have strong investment and analytical skills. They must also possess outstanding communication skills and project management capabilities. A key attribute is expertise in the mutual fund industry with strong retail sales and marketing experience.
Qualifications
•BA/BS Degree
•CFA preferred
•5-7 years experience with mutual fund marketing and client service
•Strong working knowledge of investment products preferred