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Tier-1 brand, metro location and mid-level generalist marketing role drive high candidate competition.
High because asset management, regulatory familiarity and performance-data workflows limit cross-industry transferability.
Moderate due to a preferred 3-year financial services background and domain-specific regulatory and asset management requirements.
Manage and produce quarterly and annual updates for performance marketing collateral across print and digital platforms.
Develop and maintain procedures to scale content updates, ensure compliance with regulatory requirements, and manage associated risks.
Collaborate across multiple teams (Compliance, Technology/Data, Portfolio Management, Distribution) to implement updates, technology enhancements, and efficiency projects
3 years of financial services performance/data update experience preferred
Familiarity with investment management industry, including investment vehicles, marketing constructs, regulatory requirements, and distribution channels preferred
Proficiency with Microsoft Office suite including Copilot
Work Experience Required: Not explicitly mentioned in the JD
Experienced in managing marketing collateral updates in financial services, especially with performance data and regulatory requirements
Comfortable working cross-functionally with compliance, data, technology, and portfolio management teams
Capable of implementing process improvements and leveraging technology/automation to increase efficiency