• Be responsible for developing marketing strategies for specific funds, fund managers and/or fund categories as well as for promoting the specific services offered.

Key Responsibilities: 

• Leveraging marketing intelligence work in collaboration with Product Managers and Sales to:
• obtain a thorough understanding of the category/fund/manager;
• be knowledgeable on competitive positioning from both an investment & marketing perspective;
• understand when and how Wholesalers and Advisors use the fund/manager/category;
• appreciate how investors typically view this fund within their own portfolio;
• Provide recommendations and get buy-in for the following in discussions with Product Managers and Sales:
• The objective of the marketing initiative under consideration;
• Background on Wholesalers, Advisors & Investors who use the fund or a similar fund;
• Competitive context in which the fund/manager/category is competing;
• Recommendation of strategies/approaches to be taken;
• Measures of success (i.e. sales, assets, tickets, requests, etc.);
• Resources required from the Product Management area to effectively market the fund/manager/category;
• Recommendation of marketing tactics (i.e. brochures, advertising, e-mail blast, webinars, etc.);
• Timing of delivery of each tactic and the various responsibilities;
• Budget for program being proposed.
• Regular maintenance of marketing material and coordination of quarterly updates;
• Responsible for new product launches; work in conjunction with Product Department early on in the process in order to deliver a well thought-out and intelligent launch;
• Act as a Project Manager for each program/initiative developed;
• Work in conjunction with other Product Marketing Managers to ensure a consolidated approach to fund marketing; and
• Solicit feedback from Wholesalers to measure successes & identify areas for improvement with regard to marketing initiatives.

Skills and Experience: 

• Bachelor’s degree in Business, Finance, or Marketing;
• 5+ years of sales or marketing experience in the financial services industry;
• Proficiency in MS Office (i.e. Excel spreadsheets, Outlook. Word etc,).
• Previous experience within the financial services industry a must;
• Completion of the CSC &/or IFIC course an asset;
• Excellent communication & collaboration skills;
• Strong teamwork skills and the ability to co-operate effectively with others;
• Professional & tactful in client dealings;
• Keen ability to influence and accomplish work through other people and functional departments;
• Excellent creative writing skills;
• Ability to assimilate information from a variety of sources and make recommendations;
• Self-confident and ability to work in a fast-paced environment;
• Ability to manage multiple tasks, deadlines & priorities;
• Strong project management skills; and
• Flexible individual with creative problem-solving & analytical skills.