What are the responsibilities and job description for the Marketing Manager Job at Wellesley Asset Management, Inc. in Portsmouth position at Wellesley Asset Management, Inc.?
Marketing Manager
Wellesley Asset Management is a top-ranked independent advisory firm, with approximately 30 employees and $2 billion of assets under management. The Firm was started in 1991 and specializes in the management of convertible bonds for high-net worth clients, institutions, and intermediary advisors across the country.
Responsibilities
- Work closely with Wellesley Asset Management’s Sales and Marketing team to provide marketing content for sales efforts in promoting the firm’s investment strategy to current and prospective clients.
- The position will be based out of the firm’s Portsmouth, NH office and report to the Executive Director of Intermediary Distribution.
- Work extensively with the sales team to create marketing content, coordinate the updating and production of presentations for distribution to existing and potential clients.
- Manage Wellesley’s library of presentations, white papers, and articles.
- Update the firm’s website and assist in developing customized marketing materials.
- Create original market content for the firm’s investment products.
- Assist Executive and Sales Team in designing and implementing comprehensive marketing strategies.
- Create and update presentations, factsheets, and white papers that promote Wellesley’s investment strategies to existing and potential clients.
- Manage workflow calendar to ensure marketing content is up to date, created, approved, and delivered to deadline.
- Create and coordinate an ongoing new content creation schedule, collaborating with Portfolio Management and Sales teams on idea generation, independently editing and formatting content pieces, and partnering with Compliance team on approval process.
- Support compliance process and guidelines for presentations, maintaining appropriate documentation and backup, and obtaining approval as required.
- Manage and monitor firm website, upload new marketing content, and ensure all existing content is up-to-date.
Qualifications
Work Experience
1-3 years’ experience in marketing at an asset management or financial services firm strongly preferred.
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