Marketing Associate – Institutional Sales NWQ recruitment

A successful candidate will play an important role on this team by supporting the execution and development of the marketing strategy. This role offers a successful candidate the opportunity to work with senior partners from a sales, portfolio management and product management while developing specialized skills in structuring marketing strategies that drive results.

Our firm places emphasis on the professional and career development of their staff. The team will have a seasoned team of marketers who understand the industry and what it takes to grow a quality institutional client base. A key objective for all team members and the candidate is to develop the successful candidate into a trusted, valued partner to the assigned investment team and the distribution team in which they work.

ESSENTIAL DUTIES AND RESPONSIBILITIES: The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive

• Hands on assistance with the development, writing and editing of marketing materials including: monthly and quarterly channel marketing reports and updates, product strategy and fact sheets, new business presentation templates, product profiles, conference presentations, call letters and other related materials

• Project management of channel marketing programs with a focus on specific products

• Improving the efficiency, consistency and quality around the continuum of product-specific marketing materials

• Project management of marketing programs and their metrics

• Maintain a prospect list, track progress and follow up with senior marketers on outstanding issues

• Proactive communication and coordination with colleagues throughout the firm on marketing programs and materials development including - sales, product, market strategy, market research, graphics, compliance, etc.

• Follow up on outstanding prospect issues moving the sales process forward

• Assist in the RFP process with internal and broader organization support staff in the production of RFPs

• Provide a professional, efficient and compliant service to intermediaries and direct clients/consultants who contact via telephone, correspondence and e-mail

SUPERVISORY RESPONSIBILITIES:  This position does not entail any supervisory responsibilities.

QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

• Bachelor’s Degree from an accredited four year university required; Graduate Degree a plus

• Minimum of 2-4 years experience in the business world (preferably in Investment Management or Sales Support)

• Knowledge of investment strategies/products

Interpersonal/Communication/Language Skills:

• Ability to clearly present introductory product material to clients and prospects

• Excellent team player who likes to work hard and anticipates needs

• Crisp and clear written and verbal communication skills

• Ability to build strong working relationships with senior sales, service and product professionals

• Highly organized, self-motivated, strong work ethic

• Superb proofing (attention to detail) and editing skills

Mathematical/Analytical/Reasoning Skills:

•  Strong financial and analytical skills

•  Possess the ability to quickly develop an in-depth institutional marketing and business sense

•  Posses the ability to find information and data on the firm

•  Demonstrated success in process and project management skills

•  Ability to work under time pressure

Certificates, Licenses, Registrations: 

• This position does not require any certificates, licenses or registrations.  Series 7 preferred