Channel Marketing Associate

About the role

We are seeking a motivated, detail-oriented marketing associate to support our North American Intermediary Channel Marketing team. This is a high-visibility, cross-functional role that partners closely with sales, product, investments, and compliance to develop and execute marketing programs that drive advisor engagement and strengthen our presence across key intermediary distribution channels — including Registered Investment Advisors (RIAs), Broker-Dealers, Banks and Trust Companies, and Defined Contribution (DC) platforms.

Key Responsibilities

• Work closely with senior team members to develop, manage and implement marketing campaigns across the asset class spectrum for the appropriate channels.
• Craft, produce and edit copy for various print and digital collateral including product briefs, brochures, pitch books, white papers, client communications and microsites, among others.
• Create and manage the execution of channel specific pieces and drive workflow processes to ensure successful on time completion of projects (including compliance review and approval).
• Partner with sales, product marketing and compliance to ensure timely, compliant, and channel-appropriate content and messaging.
• Coordinate distribution of content through digital and print channels.
• Support digital marketing initiatives including web content, email marketing, and social media programs targeting intermediary audiences.
• Manage the development of print and digital collateral from brief through compliance review and final production.
• Aid in planning and executing advisor conferences and webinars — including pre- and post-event campaigns and follow-through.
• Partner with legal and compliance to ensure all advisor-facing communications meet regulatory standards.
• Maintain consistent brand positioning and messaging integrity across all intermediary touchpoints.

Qualifications

• Bachelor's degree in Marketing, Finance, Business, Communications, or a related field
• 3-5+ years of experience in asset management, wealth management, or financial services marketing
• Demonstrated ability to manage multiple projects and deadlines with strong attention to detail
• Strong written and verbal communication skills, with the ability to translate investment concepts for advisor audiences
• Analytical and comfortable working with and interpreting numbers and data
• Ability to multi-task in a fast-paced environment, build strong relationships with internal and external partners and partner with sales to capture opportunities.
• Professional, articulate, and creative with a positive attitude.