Wellington Management
Wellington Management offers comprehensive investment management 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 in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate.
The US Wealth Product Marketing Specialist will combine strong investment knowledge, product marketing experience, client perspective, and a commercial lens to partner with distribution, product management and portfolio management teams as we expand and deepen relationships with financial advisors, wire houses, and global financial institutions in the United States.
Responsibilities
Define and develop compelling and differentiated marketing materials for select investment approaches/funds for the US Wealth market. Create the product marketing toolkit for priority funds and products, aligned to marketing campaigns as appropriate. Develop new ways of promoting Wellington’s products to clients and prospects with a focus on storytelling. Analyze, monitor, and provide feedback on industry and peer product trends to ensure content and positioning are relevant and compelling. Coordinate with key stakeholders globally, including marketing, distribution, investment management, product management and development, marketing compliance, fund reporting to develop a robust and differentiated go-to-market approach for our investment solutions to the US Wealth market. Incorporate practices such as competitive intelligence, target audience definition, and market positioning into the development of product marketing materials. Partner with US Wealth Marketing Strategist to identify opportunities for new content for priority products, determine relevant formats by channel, and establish the annual agenda for product materials. Partner with global marketing colleagues to provide support on key campaigns promoting Wellington’s investment capabilities. Qualifications
7+ years of marketing or product management experience within the US intermediary and wealth channel. Familiarity with the regulatory and legislative landscape of the US Wealth market. Strong technical product and investment knowledge; multi-asset experience is preferred. Proven ability to tell compelling fund ‘stories’ through content that will engage a variety of audiences. Entrepreneurial mindset and intellectual curiosity. Strong written and oral communication and presentation skills. Strong collaboration skills and ability to engage with multiple stakeholders and quickly build relationships. Excellent project management/organizational skills, including the ability to multitask, be consistently responsive, and manage changing priorities while meeting often strict deadlines. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability, medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. The base salary range for this position is $100,000 - $225,000. We offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.
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Define and develop compelling and differentiated marketing materials for select investment approaches/funds for the US Wealth market. Create the product marketing toolkit for priority funds and products, aligned to marketing campaigns as appropriate. Develop new ways of promoting Wellington’s products to clients and prospects with a focus on storytelling. Analyze, monitor, and provide feedback on industry and peer product trends to ensure content and positioning are relevant and compelling. Coordinate with key stakeholders globally, including marketing, distribution, investment management, product management and development, marketing compliance, fund reporting to develop a robust and differentiated go-to-market approach for our investment solutions to the US Wealth market. Incorporate practices such as competitive intelligence, target audience definition, and market positioning into the development of product marketing materials. Partner with US Wealth Marketing Strategist to identify opportunities for new content for priority products, determine relevant formats by channel, and establish the annual agenda for product materials. Partner with global marketing colleagues to provide support on key campaigns promoting Wellington’s investment capabilities. Qualifications
7+ years of marketing or product management experience within the US intermediary and wealth channel. Familiarity with the regulatory and legislative landscape of the US Wealth market. Strong technical product and investment knowledge; multi-asset experience is preferred. Proven ability to tell compelling fund ‘stories’ through content that will engage a variety of audiences. Entrepreneurial mindset and intellectual curiosity. Strong written and oral communication and presentation skills. Strong collaboration skills and ability to engage with multiple stakeholders and quickly build relationships. Excellent project management/organizational skills, including the ability to multitask, be consistently responsive, and manage changing priorities while meeting often strict deadlines. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability, medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. The base salary range for this position is $100,000 - $225,000. We offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.
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