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Ameriprise Financial

Financial planning advice and financial advisors

Marketing Specialist - Marketing Specialist, Channel Marketing

Product MarketingPosted on Nov 9
Full-timeNo salary listed

About the Job

Requirements

  • A Bachelor’s degree in finance, economics, or a related field, and/or an MBA in Finance, and/or pursuing the CFA.
  • Three to five years of experience in asset management, financial services, product marketing, channel marketing, or marketing communications.
  • Experience developing marketing content for investment products or intermediary audiences is preferred.
  • Familiarity with mutual funds, ETFs, SMAs, model portfolios, or related investment solutions is an advantage.
  • Organizational and project management skills to track and manage multiple marketing pieces with varied process steps and deadlines.
  • Attention to detail.
  • Verbal and written communication skills.
  • Ability to work effectively on multiple projects under tight deadlines.
  • Ability to navigate process documents with minimal guidance.

Responsibilities

  • Collaborate with Marketing, Creative, Compliance, Tech, Data, Product Management, Investments, and Distribution teams to refresh, maintain, and deliver content regarding Columbia Threadneedle Investments products and services, ensuring consistent messaging across marketing collateral.
  • Manage firm-specific marketing initiatives for intermediary distribution partners.
  • Develop and customize channel marketing materials, including sales decks, brochures, flyers, third-party presentations, microsites, digital materials, platform materials, and email communications.
  • Manage multiple projects through Workfront or similar workflow tools, ensuring timely production and delivery of marketing materials and communications.
  • Manage regulatory and compliance submission reviews through platforms such as AdTrax and ALPS, ensuring disclosures, revisions, approvals, and firm-filing requirements are met.
  • Maintain approved content in Seismic, including version updates, expiration management, publishing coordination, and content retirement.
  • Use campaign, Seismic, and digital-engagement data to evaluate content effectiveness and identify optimization opportunities.
  • Develop dashboards and recurring reports using tools such as Power BI, Tableau, and Adobe Analytics.
  • Identify opportunities to standardize, streamline, or automate marketing workflows and document standard operating procedures for channel marketing processes.
  • Maintain and analyze status trackers and metric dashboards/reports, and gather and report results and best-practice guidance to support consistent execution across the team.

About the Company

Ameriprise Financial

Financial planning advice and financial advisors

Ameriprise Financial provides financial planning and advisory services through its network of financial advisors. Its offerings include retirement planning, investment advice, and strategies to manage risk and cash flow, with emphasis on helping clients improve retirement readiness and make informed financial decisions. The company combines financial planning concepts with investment advisory services through Ameriprise Financial Services, Inc., and leverages a nationwide advisor network, independent planning insights, and FINRA/SIPC-registered compliance. Differences from competitors come from a personalized, advice-driven approach tied to retirement goals and a broad suite of planning resources, not just product sales, supported by educational content and planning tools. The goal is to help clients plan for their dreams today and tomorrow by delivering tailored guidance, planning strategies, and ongoing financial support through trusted financial advisors.

Company size
10,001+
Company stage
IPO
Headquarters
Minneapolis, MN
Founded
1894

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