What are the responsibilities and job description for the Senior Marketing Specialist position at Select Recruiting Group, LLC?
Senior Marketing Specialist – Boutique Investment Management Firm
Our client, a fast-growing boutique investment management firm, is seeking a Senior Marketing Specialist to join their team in the greater Philadelphia area. This role combines investment expertise with marketing skills to create and manage high-quality marketing materials and support business development efforts.
***This is an ON-SITE role. Local candidates only; not open to relocation at this time.
Key Responsibilities:
- RFP and Marketing Material Management: Complete complex RFPs, due diligence questionnaires, and maintain marketing and client presentation materials.
- Database and Communication Support: Manage third-party databases and assist with client and prospect communications.
- Cross-Functional Collaboration: Work closely with teams across Investments, Sales, Marketing, Operations, Technology, Legal, and Compliance.
- Marketing Strategy Execution: Partner with the Director of Sales and Marketing to enhance marketing efforts, including website management, collateral production, sales enablement, events, sponsorships, and content development.
Requirements:
- Investment Knowledge: Strong understanding of global institutional investment management, equity strategies, and various asset classes.
- Marketing Acumen: Experience in investment writing, marketing collateral production, and client service within asset management or investor relations.
- Technical Skills: Proficiency in Excel and PowerPoint; familiarity with tools like Qvidian, Seismic, or Evestment is a plus.
- Professional Communication: Ability to communicate effectively with internal teams, vendors, and external stakeholders.
Education and Experience:
- Bachelor’s degree in Marketing, Finance, or a related field.
- Proven marketing and client service experience in financial services, within asset management.
- Strong knowledge of financial markets, investment products, and distribution channels.
This is an excellent opportunity to contribute to a dynamic firm while leveraging your marketing and investment expertise.
Salary : $100,000 - $120,000
