Sr. Marketing Specialist – Alternatives

Sr. Marketing Specialist – Alternatives

Requirements

• Bachelor’s degree in Marketing or a related field.
• 5-7 years of experience in marketing within the asset management industry, with a specific focus on alternative investments (private equity, hedge funds, real estate, private credit, etc.).
• Strong understanding of alternative investment products, the target audiences for these products and the sales cycle.
• Strong commercial mindset, intellectual curiosity.
• Deep understanding of institutional, wealth and intermediary client segments and their unique buy psychology and sales processes.
• Proven experience in developing and executing marketing campaigns, creating content, and using digital marketing tools and platforms.
• Excellent written and verbal communication skills, with the ability to communicate complex financial concepts in a clear, simplified and engaging way.
• Technical writing experience with the ability to also develop compelling headlines and promotional copy as needed.
• Analytical mindset with experience using data and metrics to drive decision-making and improve campaign performance.
• Ability to manage multiple projects in a fast-paced environment and work effectively under pressure.
• Exceptional interpersonal skills and ability to influence senior stakeholders in relation to marketing strategy and best practices. Demonstrated experience collaborating with senior stakeholders across investment, sales and product teams.
• Critical thinker with superior problem-solving abilities, and the ability to lead cross-functional teams and organize people and resources to effectively drive outcomes in respond to the needs of the business.
• Driven, self-motivated, high-performing mindset.

Responsibilities

• Partner with the Head of Marketing to develop and implement comprehensive marketing strategies on time and within budget to promote our alternative investment products, including private equity, hedge funds, and private credit offerings, to targeted institutional investors, high-net-worth individuals, and other relevant audiences.
• Help define product positioning and compelling messages customized by client segment (institutional, intermediary, retail). Technical and promotional writing expertise required.
• Lead marketing plan execution for new product launches, including, development of value proposition and strategic competitive positioning for go-to market activities and materials designed to build awareness and product adoption within sales enablement tools, website presence and integrated campaign tactics.
• Create the messaging strategy for marketing materials, including, presentations, case studies, thought leadership, webinars, etc., partnering closely with investment teams. Ensure all content is consistent with the brand’s tone, messaging, and positioning in the market.
• Manage the execution of the digital marketing strategy, including website content management, and integrated campaigns.
• Partner with the Integrated Campaign Strategy team and COE partners to monitor and analyze campaign performance, providing data-driven insights and recommendations for continuous optimization.
• Partner to support the execution of client events, webinars, and the annual investor meeting.
• Elevate the firm’s brand in the alternative investment space by ensuring consistency across all marketing channels.
• Manage multiple marketing projects simultaneously, ensuring timely delivery of high-quality materials and campaigns. Work closely with cross-functional teams to ensure alignment on goals, deadlines, and deliverables.
• Participate in salesforce training in relation to campaign efforts and use of marketing deliverables.
• Maintain knowledge of industry trends, competitor marketing strategies, and investor behavior to identify new marketing opportunities and refine current efforts. Provide insights to the internal stakeholders to drive strategy development.
• Ensure marketing materials meet all required regulatory obligations across all marketing constructs, distribution channels and regions.
• Partner with sales in ongoing evolution of marketing messaging and strategy based on client insights and feedback.

Preferred Qualifications

• Experience with Salesforce and marketing automation platforms is a plus
• FINRA Series 7 & 24 licenses, CIMA, CFA designations