Executive Job Description | Our client is a well-known asset management firm that serves institutional investors. They are seeking a Manager of Wholesale Channel Marketing for Value Added Marketing programs. Value added marketing programs are designed to help financial advisors and planners deepen their relationships with existing clients and earn new clients. The programs may consist of ad hoc presentations, sales tools and more comprehensive integrated selling systems.
Duties and Responsibilities:
Lead and contribute to wholesale marketing strategy and stay closely in touch with the needs of broker/dealer distribution partners
Manage the planning, development, execution, training, promotion and measurement of new value-added programs consisting of print and online presentations, sales ideas, white papers, and events and seminars
Work closely with key account managers to identify conference sponsorship opportunities and speakers and contractors
Manage a comprehensive portfolio of marketing literature and presentations available in print and/or on the web
Ensure all literature is up to date and relevant to market conditions
Partner with e-commerce to enhance content and features available to financial advisors
Attend trades shows, client meetings, and conferences with sales executives to find new ideas for marketing strategies
Manage relationships with direct and indirect contractors in support of strategic and tactical marketing programs
Background Requirements:
5 -10 years of experience within the financial services industry preferably within marketing communications and sales
Experience in a third party distribution business model is a plus
Strong understanding of technical investment concepts with experience collaborating with fixed income and equity management teams
Ability to draft persuasive written communications including sales ideas, white papers, best-practice presentations, and online content
Excellent project management skills with the ability to work on multiple projects while adhering to strict deadlines and producing quality work
Prior experience leading cross-functional teams in successful new efforts
Proven capacity to manage, mentor and motivate indirect reports toward outlined results
Ability to transform complex, dry, technical and financial concepts into lively and compelling content for audiences with varying degrees of understanding in the subject matter
BA/BS required
MBA a plus
CFP or comparable advanced accreditation is a plus
FINRA Series 6 or 7
Location: Bethesda, MD
Keywords: Wholesale Marketing Manager, Value Added Marketing, Marketing Communications, Sales, Client Services, Ad-hoc Presentations, Ad Hoc, Sales Tools, Selling Systems, White Papers, Periodicals, Interactive Planning Tools, Conference/Event Tools, Prospecting Communications, Financial Services, Asset Management, Investment Management, Bethesda, Maryland, Washington, D.C. District of Columbia, WDC
If you feel you are qualified for this position, please send your resume in Word format to tiffany@wgpeople.com and reference the job title Wholesale Marketing Manager. Also, please feel free to forward this to an industry contact. [T-58043-TRT] |
