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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and executing product marketing strategies for mutual funds and ETFs, with a strong focus on collaboration across cross-functional teams. Possesses a solid understanding of investment products and the financial services industry, complemented by excellent project management and communication skills.
Highest-signal resume keywords
Product Marketing Strategy DevelopmentMutual Fund And ETF MarketingProject ManagementCreative Writing And CommunicationFinancial Services Industry Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Product MarketingProduct PositioningSales Collateral DevelopmentMarket AnalysisRegulatory Filing SupportGo-To-Market StrategyWeb Content DevelopmentSales MeasurementAnalytical SkillsCreative Problem-Solving
Soft Skills
Teamwork And CollaborationRelationship BuildingInfluencing SkillsAdaptabilityClient Engagement
Tools & Technologies
MS Office SuiteExcelOutlookWordPowerPoint
Certifications & Qualifications
Completion Of The CSCCFA Charter Holder Or CandidateCIM Designation
Industry Keywords
Financial ServicesInvestment SolutionsRetail ChannelCompetitive LandscapeGlobal Economic TrendsSales Success MeasuresCross-Functional Team EnvironmentTactical MarketingWebinarsClient Dealings
About the role
Key responsibilities & impact- Lead the development and execution of product marketing strategies for mutual fund and ETF wealth solutions for the Retail channel
- Manage product launches, updates, regulatory filing marketing support, and investment solution-specific materials including brochures, websites, videos, and presentations
- Collaborate with Product Management, Product Development, Compliance, Sales, Digital Marketing, Design and Creative, and Investment Communications teams
- Develop ongoing knowledge of the product lineup, industry trends, competitive landscape, financial markets, and global economic trends
- Understand and support how Retail Sales teams and advisors position and promote investment solutions
- Interpret industry trends and recommend business-supporting strategies
- Recommend marketing tactics such as sales collateral, product positioning, advertising, email campaigns, and webinars
- Build go-to-market strategies, align tactics, and develop marketing materials and web landing pages
- Update and refine marketing collateral, web content, and tools
- Manage multiple projects and ensure timelines are met
- Develop and execute marketing strategies for the existing product shelf
- Build relationships with Retail Sales, solicit feedback, and measure marketing success
- Identify success measures including sales, assets, and requests
Requirements
What you’ll need- Previous experience within the financial services industry, specifically the investment area
- Demonstrated ability to develop product marketing strategies and positioning that contribute to increased sales
- Mutual fund and/or ETF marketing or product management experience
- Excellent creative writing and communication skills
- Ability to work effectively and independently within tight and changing deadlines
- Ability to prioritize multiple deliverables within a cross-functional team environment
- Excellent project management skills
- Creative problem-solving and strong analytical skills
- Ability to build relationships and engage with junior colleagues through senior executives
- Bachelor’s degree in Commerce, Finance, or Marketing
- Minimum 6 years of investment product marketing and/or product management experience in the financial services industry
- Solid understanding of investment products, specifically mutual funds and ETFs
- Completion of the CSC required
- CFA charter holder or candidate/CIM designation preferred
- Strong teamwork and collaboration skills
- Professional and tactful in client dealings
- Ability to influence and accomplish work through other people and functional departments
- Ability to assimilate information from varied sources and make recommendations
- High proficiency in MS Office, including Excel, Outlook, Word, and PowerPoint
Benefits
Comp & perks- Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections.
- A collaborative and interactive team environment
- Charitable giving through our You Give, We Give program, with matching contributions in many cases
- Care Days available for self-care or care of others
- Sick Days to support your well-being
- Hybrid work with flexibility to work from the office and virtually based on business, client, and employee needs
- Incentive plans for eligible employees, with discretionary payment subject to individual and company performance