Wealth Product Marketing Manager

About Us

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. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

The US Wealth Product Marketing Manager will combine strong investment knowledge, product marketing experience, strong 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. The role will effectively position and communicate our investment capabilities, approaches and funds externally and internally, across both traditional and digital channels. As part of the Americas Marketing team, this individual will also partner closely with our EMEA and APAC Product Marketing teams on cross-regional initiatives.

Specific responsibilities include:

• 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
• 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 trends to ensure content and positioning are relevant and compelling
• Define and develop compelling and differentiated marketing materials for select investment approaches/funds, partnering with product management and portfolio management for investment messaging, and client-facing teams for commercial context
• Coordinate with key stakeholders globally; marketing, distribution, investment management, product management and development, marketing compliance, fund reporting
• Incorporate practices such as competitive intelligence, target audience definition, and market positioning into the development of product marketing materials
• Partner with global marketing colleagues to provide support on key campaigns promoting Wellington’s investment capabilities

Qualifications

Specific qualifications include:

• 10+ of marketing or product management experience within the US intermediary and wealth channel, including experience marketing to home offices, research/due diligence needs, and financial advisors
• Familiarity of the regulatory and legislative landscape
• Strong technical product and investment knowledge; multi-asset experience is preferred  
• Ability to create content and provide strategic marketing input to product content agenda
• Proven ability to tell compelling fund ‘stories’ through content that will engage a variety of audiences; an eye for data visualization will be favored
• 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
• Proven ability to interact effectively and professionally with senior executives, internal business partners, external clients, creative teams, and external vendors.
• Grace under pressure; ability to adapt, “roll up sleeves” and get things done
• Sense of humor and passion for working in a creative and collaborative environment

Not sure you meet 100% of our qualifications?  That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

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 (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [email protected].

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: