US Wealth Marketing Strategist

6 days ago

Étreux, Hauts-de-France, United States Wellington Management Company, LLP Full time
About the Opportunity

We are seeking a seasoned US Wealth Marketing Strategist to drive growth and expansion in our US Wealth channel.

Company Overview

Wellington Management, a leading investment management firm, offers comprehensive capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients worldwide, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate.

As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. We are dedicated to building and maintaining a diverse workforce and consider a broad array of candidates with various skill sets, workplace experiences, and backgrounds.

Job Description

The US Wealth Marketing Strategist will serve as a strategic thought partner for our US Wealth client-facing team as we expand and deepen relationships with financial advisors, wire houses, and global financial institutions in the United States.

This individual will be responsible for creating effective marketing plans and activities, overseeing their delivery and execution, and assessing their effectiveness. The candidate is expected to bring extensive US wealth management and distribution knowledge and experience in working with different investor types, various investment vehicles and strategies, and multiple marketing disciplines.

The successful candidate will develop and execute forward-thinking marketing strategies that align with our business objectives and position us as a leader in the industry. They will lead the development and execution of innovative marketing plans to improve awareness and adoption of our capabilities and create meaningful engagement opportunities with clients and prospects.

The US Wealth Marketing Strategist will also establish and monitor key marketing performance metrics to gain insights and optimize campaign effectiveness. They will collaborate with internal and external sources to gather product, channel, and competitor insights to provide recommendations that drive distribution and market share.

Required Skills and Qualifications
  • Extensive experience in intermediary marketing within the investment management industry, including direct management, development, and execution of marketing communication plans and initiatives.
  • Demonstrated success in developing US Wealth channel marketing initiatives that increase brand awareness and sales.
  • An entrepreneurial mindset and experience in building marketing strategies from the ground up.
  • A digital-first approach to marketing with experience utilizing an extensive stack of marketing technologies.
  • Strong written and oral communication and presentation skills.
  • Excellent project management/organizational skills, including multitasking, being consistently responsive, and managing changing priorities while meeting deadlines.
Benefits

At Wellington Management, we strive to pay employees fairly and competitively across all levels and roles. Our total compensation approach considers all aspects of compensation, including salary, variable compensation, and benefits.

The base salary range for this position is USD 80,000 - 180,000. This range takes into account the wide range of factors considered when making compensation decisions, including but not limited to skill sets, role, skills and experience, certifications, and education.

In addition to salary, we offer a comprehensive and high-value benefit package to meet the unique needs of our employees and their families. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts, commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement, and paid time off (leave of absence, paid holidays, volunteer, sick, and vacation time).

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