Sr. Associate - Marketing Specialist
Core
Develop and manage advisor-facing marketing materials, firm-specific campaigns, email communications, and sales-enablement content for Columbia Threadneedle Investments.
Role type
Senior Marketing Specialist (Channel Marketing)
Builds
Sales decks, brochures, digital materials, microsites, and email campaigns for intermediary distribution partners.
Domain
Asset Management / Financial Services
Deliverable
product features
Required skills
Channel marketing, content development, project management, regulatory compliance, data analysis, dashboard creation, workflow automation
Preferred skills
Investment product knowledge (mutual funds, ETFs, SMAs), CFA pursuit, MBA in Finance
Technologies
Workfront, AdTrax, ALPS, Seismic, Power BI, Tableau, Adobe Analytics
Responsibilities
Collaborate with cross-functional teams to refresh marketing content; manage regulatory submission reviews; maintain approved content libraries; analyze campaign data to optimize effectiveness; develop dashboards and reports; standardize marketing workflows.
Seniority
Mid-Senior, hands-on IC