Product Marketing

Overview

• Lead strategic product marketing efforts within a forward-thinking financial services organization, driving innovation and growth across diverse investment solutions.
• Collaborate with cross-functional teams to enhance investor engagement and operational efficiency, ensuring alignment with organizational objectives.
• Develop impactful marketing materials, including presentations and communication tools, to support strategic initiatives and investor relations.
• Foster relationships with distribution platforms to expand market reach and visibility, driving increased engagement.
• Ensure compliance with industry standards and regulatory requirements in all marketing activities, maintaining integrity and trust.
• Contribute to fund management activities, including liquidity planning and strategic investor relations strategies.
• Provide leadership and mentorship to the marketing team, fostering professional growth and collaboration.
• Drive innovation in product marketing strategies to achieve organizational goals and enhance competitive positioning.

Key Responsibilities & Duties

• Develop and implement comprehensive marketing strategies to support fund growth and enhance investor engagement.
• Coordinate with internal teams to ensure seamless execution of marketing initiatives and operational alignment.
• Create impactful marketing materials, including presentations and investor updates, to enhance communication and visibility.
• Manage relationships with distribution platforms to strengthen market presence and engagement opportunities.
• Oversee reporting processes, ensuring accuracy and clarity in deliverables for stakeholders and investors.
• Collaborate with portfolio management teams on fund operations and strategic planning initiatives.
• Drive innovation and excellence in marketing strategies to achieve business objectives and enhance brand positioning.
• Ensure compliance with industry standards and regulatory requirements in all marketing activities.

Job Requirements

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