Product Marketing

Overview

• Lead product marketing initiatives, driving strategic growth and operational excellence within a dynamic financial services environment.
• Collaborate with cross-functional teams to enhance fund operations and investor relations strategies.
• Develop and maintain compelling marketing collateral, including presentations and investor communication materials.
• Build and nurture strategic relationships with distribution platforms in the wealth management sector.
• Ensure seamless execution across legal, compliance, and operational teams to meet organizational goals.
• Oversee reporting processes for investors and the Board, ensuring clarity and precision.
• Contribute to fund management activities, including liquidity planning and investor communications.
• Drive innovation and excellence in product marketing strategies to achieve business objectives.

Key Responsibilities & Duties

• Develop and execute comprehensive marketing strategies to support fund growth and investor engagement.
• Coordinate cross-functional collaboration to ensure seamless operational execution and strategic alignment.
• Create impactful marketing materials, including presentations and quarterly investor updates.
• Manage relationships with distribution platforms to enhance market reach and engagement.
• Oversee reporting processes, ensuring accuracy and timeliness in deliverables for stakeholders.
• Collaborate with portfolio management teams on fund operations and strategic planning.
• Drive business growth through innovative marketing and operational strategies.
• Ensure compliance with industry standards and regulatory requirements in all activities.

Job Requirements

• Bachelor’s degree in a relevant field; CFA, CAIA, or MBA preferred.
• Minimum of 7 years of experience in financial services, with a focus on investment management.
• Proven expertise in developing and executing marketing strategies within the financial sector.
• Strong organizational skills and ability to manage multiple priorities effectively.
• Exceptional communication skills, both written and verbal, for clear and persuasive messaging.
• Experience with 1940 Act Funds and private markets is advantageous.
• Entrepreneurial mindset with a professional demeanor and strong sense of ownership.
• Ability to build and maintain strategic relationships with internal and external stakeholders.