Our client is an investment management company headquartered in New York City with a global investment portfolio.  Due to two new investment offerings simultaneously, the company is looking to add a Marketing Associate with 1 to 4 years experience in financial services public relations with excellent writing, project management, research and idea-generation skills to develop new marketing materials for investment offerings for both the financial advisor audience and the investor audience.  This is an excellent opportunity for a person on the PR agency side to move to the client side in a comprehensive marketing associate role.

Responsibilities will include:

• Work with the marketing, sales and national accounts teams, as well management to identify marketing and campaign opportunities to promote the new products to both the financial advisor and investor audiences. This includes product-specific and value-added ideas in the form of postcard campaigns, one-pagers, webinars, presentations, giveaways, podcasts, videos, etc.
• Develop written content
• Work directly with design and execution teams (internal and external) to translate marketing concepts into approved presentations and marketing materials for both broker/dealer and investor use.
• Research targeted broker/dealer-level promotional opportunities and marketing initiatives such as annual goals, messaging, business focus.
  • Generate approved content for and secure placement in broker/dealer newsletters, websites, webinars, conference calls
  • Create approved CPA:17 – Global and CWI marketing materials tailored to resonate with broker/dealer marketing initiatives
• Utilize third party vendors (Morningstar, Ibbotson, etc.) and their market research and custom analysis capabilities to identify data supporting our messaging.
• Work with management and legal teams to ensure materials adhere to SEC, FINRA and NASAA regulations, where applicable. Follow up with legal to incorporate changes during review process.
• Manage multiple, simultaneous marketing projects from start to finish, maintaining a “gold-standard” product.

Salary to $70,000 annually plus comprehensive benefits.  Please send resume to DRenella@donnarenella.com