Intermediary Channel Marketing Associate
| Company | Morgan Stanley |
|---|---|
| Location | Boston, MA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Bachelor’s degree in Marketing, Business Administration, or related field.
- 3-5 years of relevant experience in marketing within financial services, preferably with exposure to multiple investment products and distribution channels.
- Proficiency in CRM and content management platforms such as Salesforce and Seismic; familiarity with the 4U platform is highly desirable.
- Exceptional written and oral communication abilities.
- Strong organizational and project management skills, with a proven ability to manage multiple projects simultaneously and meet tight deadlines.
- Demonstrated ability to work effectively both independently and as part of a team.
- Meticulous attention to detail with an overarching view of the big picture.
Responsibilities
- Assist Channel Marketing Managers in the deployment of marketing projects and campaigns, including new product launches, targeted channel campaigns, and regular channel newsletters.
- Provide support for both virtual and in-person channel events, collaborating with channel managers and event teams to manage invitations, follow-ups, and necessary materials. Ensure compliance and track deliverables for seamless event execution.
- Oversee the creation, updating, and distribution of marketing and sales support materials. Manage compliance approvals, monitor inventory, and ensure timely updates and re-approvals of all materials.
- Manage the weekly internal marketing bulletin, curating and disseminating new marketing content to keep sales teams informed and engaged.
- Lead the submission and maintenance of marketing materials on the 4U platform, ensuring high-priority content is approved and accessible at broker/dealer partner firms. Serve as a key liaison among content creators, submitters, and sales teams.
- Actively seek ways to improve processes and develop best practices to enhance efficiency and effectiveness across channels.
- Work closely with various departments, including Product Marketing, Sales, Editorial, Design, and Compliance, to ensure cohesive and aligned marketing efforts.
- Assist Executive Director, Intermediary Channel Marketing with support across all intermediary sales channels.
Preferred Qualifications
- Familiarity with the 4U platform is highly desirable.