Job Title

Responsibilities; • Handle the distribution of existing materials and drive the creation of new marketing assets across digital channels, presentations, web content and investor-focused pieces. • Manage the full workflow for monthly, quarterly and year end content, ensuring smooth production and timely delivery. • Partner closely with investment, compliance, sales and research teams so messaging stays aligned and accurate. • Support content development for email campaigns, presentations, social channels and video projects. • Coordinate all aspects of virtual and in-person speaking engagements, from promotion and prep through technical set-up and onsite assistance. • Oversee external digital marketing partners, keeping projects on track and managing vendor relationships. • Keep the firm's due diligence materials current and handle one-off DDQ requests from outside parties. • Review engagement data, website activity and digital analytics to help strengthen outreach and sales efforts. • Maintain industry database records and ensure product and firm information is kept up to date across platforms. • Work with the sales team on conference planning, including research, prep and communication with event organizers. • Maintain accuracy within the CRM system and produce needed reports. • Support relationships with existing and prospective investors, serving as the main point of contact for inquiries and coordinating responses with internal teams. • Assist with client transaction questions related to the firm's products and act as the secondary resource for investor-facing operational needs. • Track market activity, competitor movements and investor preferences and share insights internally. • Use CRM and third-party databases to build targeted outreach lists, prepare meeting materials and support sales initiatives. • Collaborate with distribution partners on relevant investor and product matters. • Contribute to special assignments and broader team initiatives as needed. Role Requirements • Bachelor's degree with roughly 5 to 8 years of experience in financial services, marketing, client service, operations or investor relations. • Solid knowledge of investment products and the U.S. wealth management landscape. • Strong project management abilities and comfort working across multiple groups to meet deadlines. • High attention to detail and the ability to incorporate feedback and keep projects moving. • Professional, reliable and team-oriented communication style. • Proficiency in Microsoft Office, especially Excel and PowerPoint. • Familiarity with digital design tools, content platforms and analytics systems such as Canva, Adobe, WordPress, LinkedIn, Google Analytics • CRM experience required.