Demo

Marketing Manager Job at Wellesley Asset Management, Inc. in Portsmouth

Wellesley Asset Management, Inc.
Portsmouth, NH Full Time
POSTED ON 2/8/2025
AVAILABLE BEFORE 5/1/2025

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

  • Understanding of investment concepts and financial terms, and high level of comfort in using data, numbers, and analysis.
  • Proficiency with Salesforce, email marketing platforms, and graphic design.
  • Strong attention to detail, specifically with regards to data input / analysis, design layouts, and English grammar.
  • Excellent interpersonal and communication (both written and verbal) skills with individuals at all levels of an organization.
  • Ability to work independently as well as collaborate with different teams concurrently.
  • Knowledge of and interest in finance and capital markets required.
  • BS / BA or equivalent in Finance, Business, or Marketing.
  • Work Experience

    1-3 years’ experience in marketing at an asset management or financial services firm strongly preferred.

    J-18808-Ljbffr

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Marketing Manager Job at Wellesley Asset Management, Inc. in Portsmouth?

    Sign up to receive alerts about other jobs on the Marketing Manager Job at Wellesley Asset Management, Inc. in Portsmouth career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $115,898 - $155,468
    Income Estimation: 
    $160,561 - $207,658
    Income Estimation: 
    $115,898 - $155,468
    Income Estimation: 
    $160,561 - $207,658
    Income Estimation: 
    $160,561 - $207,658
    Income Estimation: 
    $192,426 - $255,933
    Income Estimation: 
    $96,928 - $129,143
    Income Estimation: 
    $115,898 - $155,468
    Income Estimation: 
    $249,151 - $341,218
    Income Estimation: 
    $320,451 - $462,745
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Not the job you're looking for? Here are some other Marketing Manager Job at Wellesley Asset Management, Inc. in Portsmouth jobs in the Portsmouth, NH area that may be a better fit.

    VP of Finance

    Wellesley Asset Management, Inc., Portsmouth, NH

    AI Assistant is available now!

    Feel free to start your new journey!