Marketing Operations Specialist, Asset Management
Core
Managing the quarterly and annual update cycle of performance marketing collateral (pitchbooks, profiles, flyers) and maintaining content across print and digital platforms for investment products.
Role type
Marketing Operations Specialist (Asset Management)
Builds
Marketing collateral, pitchbooks, and digital content for investment products
Domain
Asset Management / Wealth Management
Deliverable
product features
Required skills
Financial services performance/data update experience, Regulatory compliance knowledge (SEC, FINRA, etc.), Data management, Workflow automation, Microsoft Office suite (including Copilot), Cross-functional collaboration
Preferred skills
Investment management industry understanding, Familiarity with investment vehicles and distribution channels, Technology research and implementation
Technologies
Seismic, Microsoft Office, Copilot, Internal databases
Responsibilities
Complete quarterly/annual update cycle of collateral materials, Create and manage procedures to scale content updates and mitigate risk, Implement ad hoc content updates due to regulatory changes, Review opportunities to use technology for efficiency and automation, Establish relationships across Compliance, Technology, and Client Portfolio Management
Seniority
Mid-level, hands-on IC