Intermediary Distribution Channel Marketing Manager

Responsibilities

• Develop strategy and tactics for engaging intermediary clients and prospects, with a focus on measurable outcomes.
• Marketing activities will center on:
• Developing compelling campaigns and differentiated content relevant and specific to the intermediary distribution channel.
• Increasing brand awareness and engagement.
• Promoting our products and solutions to improve adoption of our capabilities.
• Drive speed to market by rapidly developing, prioritizing, and executing campaigns and content in response to product, market, and distribution needs—while maintaining quality and consistency.
• Work closely with key stakeholders, including Intermediary Distribution Team, Product Team, Investment Teams, Marketing Team.
• Ensure strong engagement and alignment with intermediary distribution team leadership.
• Interview and collaborate with investment teams (portfolio managers, analysts, and portfolio specialists), sales and client service teams, and marketing colleagues to create thought leadership and value-add programs that help drive engagement.
• Develop more frequent product and market updates and insights beyond quarter-end.
• Create compelling content that drives digital engagement.
• Create targeted messaging and thought leadership outreach to support the intermediary distribution channel and help build the brand.
• Leverage data and metrics and use research to continuously improve engagement and ability to target and personalize content.
• Demonstrate initiative and creativity in independently recommending and implementing marketing solutions.
• Communicate progress, issues, and solutions.

Requirements

• 10+ years financial services experience, ideally within asset management industry.
• Experience in intermediary distribution channel marketing.
• Experience in marketing a range of investment products, including ETFs, SMAs, mutual funds, private credit.
• Results-driven self-starter with a keen focus on attention to detail.
• Bachelor’s degree or equivalent.
• Strong writer who can synthesize complex topics.
• Client-centric focus.
• Intellectually curious with a strong work ethic and professional demeanor.
• Proven track record in driving engagement and adoption of investment products in any capacity (sales, marketing, investment specialist, etc.).
• Superior interpersonal skills and clear communicator - including the ability to work effectively in various team settings.
• Digital communications/marketing tool experience and knowledge.
• Strong leadership, strategy, and communication skills.
• Able to manage competing priorities and perspectives.
• Deep knowledge of investment products, capital markets, and macroeconomic topics.
• Ability to adjust tone and message for specific audiences and diverse formats.
• Proficiency in Microsoft Office Suite.

Qualifications

• Combine investment and marketing knowledge with a keen understanding of the intermediary distribution process.
• Strategic, curious marketer with strong communication and execution skills, who thrives in collaborative teams.

Skills

• Investment and marketing knowledge.
• Strong communication and execution skills.
• Collaborative team player.

Benefits

Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.

Pay

A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.

About Our Firm

William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.

Contact Us

If you have any questions or concerns, please contact us.