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Marketing Manager - Investment Products

Fanning Personnel
Boston, MA Full Time
POSTED ON 4/23/2025
AVAILABLE BEFORE 5/22/2025

Marketing Manager - Investment Product


A global investment firm is seeking to add a Manager to a close knit Marketing team of 6.

Key responsibilities;

  • Develop and execute a strategic content marketing plan that aligns with the firms goals and objectives; with a focus on custom wealth solutions; using direct indexing and tax loss harvesting
  • Product high level quality content - such as digital communications, case studies, sales ads and presentations that feature the firms custom wealth solutions.
  • Develop and manage content for US support wealth solutions, ensure all content is optimized for search engines, manage distributions content across various channels including sales, product development.
  • 7 years in investment in product marketing.
  • Strong understanding of advanced wealth mgmt strategies including tax loss harvesting, direct indexing, managed options, and SMA vehicles with the ability to write on these topics.
  • Knowledge of Finra rules and regulations.


Strong comp package and a full-suite of benefits.

Hybrid work schedule

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