Channel Marketing Manager- VP or Senior Associate - Chicago, IL
Job Type: Fulltime
Job Description:
Financial Services- Marketing
Channel Marketing Manager- VP or Senior Associate– SW Suburbs of Chicago
Ref # 0559
Major financial services company, southwest Chicago suburb, seeks Channel Marketing Manager- VP or Senior Associate for division of NY based financial services giant. Client is one of nation’s largest investment management companies. Approximately $138 billion in assets under management or supervision. Top clients include Edward Jones and Wachovia. Company has helped nearly four generations of investors achieve their financial goals with roots in money management dating back to 1927. Some travel. Prefer local talent. Relocation support provided. Report to VP, Head of Channel Marketing. Immediate hire!
Qualifications:
4-6 years of experience in financial services marketing, or combination of marketing and sales. Bachelor’s degree; MBA a plus. Must have deep knowledge of clients and product knowledge. Ideal candidate is player-coach; able to grow into management position. No direct reports. Must be a self-starter, strategic contributor and excellent marcom project manager. Excellent negotiator and well developed persuasive abilities. Candidate to be immediate contributor.
• Experience working with Wholesalers and Financial Advisors.
• Exceptional project management skills.
• Willingness to travel to sales meetings and client meetings; mostly St. Louis and Carolinas.
• Effective problem solver who seeks excellence and continuous improvement in his/her work.
• Track record of meeting rapid-pace, demanding client needs.
• Ability to manage multiple projects at one time, effectively prioritize, and be flexible.
• Strong presentation skills.
• Genuine team player who believes in power of collaborative work.
• Experience working with Edward Jones and/or Wachovia are pluses.
• Series 7 licensed helpful, but not required.
Responsibilities:
Work with company’s National Accounts and Sales professionals to formulate communication strategies, develop sales tools, create marketing materials and execute firm- and channel-specific campaigns. Assess opportunities - SWOT, meet with counterparts on business side, create development plan (50%), build collateral and support (25%), travel, meet with national account managers, maintain website and content for own site, and work with sales force (25%). Ensure that the right message is in the right time and right place. Act as strategic thinker and execute campaigns. Work with channel partners: including warehouse (Merrill Lynch, Smith Barney, UBS). Financial planners (ING, Raymond James etc), regional broker dealers, banks and intermediaries for variable annuities and defined contribution plans..
• Actively contribute to strategy development for channel within cross-functional team with key decision-makers and business leaders.
• Travel to home office meetings with National Account Managers.
• Lead development of firm-specific marketing campaigns in line with company’s goals and objectives for channel; continuously communicate strategies and initiatives to sales force.
• Solicit feedback from wholesalers to improve campaigns; provide timely and relevant communications.
• Create and distribute co-branded print and electronic marketing materials, web content, promotional email communications, due diligence meeting strategy and marketing support, and commentary promotion (print, conference calls or video); promote usage of materials with sales force; monitor effectiveness, literature usage, inventory/fulfillment process, and web sites.
• Continuously communicate marketing strategies and initiatives to sales force.
• Adhere to legal regulations and industry practices regarding marketing of investment management products and distribution of literature.
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