Role Summary

This Analyst will play a key role within the Asset Management (AM) Marketing team, 

executing integrated marketing for our Third-Party Wealth (TPW) client channel across the United Kingdom. The TPW client channel includes discretionary and advisory wealth managers, private banks, and fund platforms. 

 

This role will work closely with the global, regional and local Marketing teams, leveraging messaging strategy, content creation, digital marketing, paid media, social media, analytics, and design to implement marketing strategy in service of the commercial objectives of the UK TPW business. 

 

Position Responsibilities

 

Channel marketing implementation: Implement an integrated marketing strategy for AM’s third-party wealth client segment to fuel overall business growth objectives in EMEA, with a focus on London. Brand narrative: Ensure the Asset Management value proposition, and associated third party wealth value proposition are infused through all related marketing activities in the EMEA. Client research: Partner with marketing team to track and analyze client research to determine how AM is perceived by our third-party wealth clients, and execute on plan to enhance perceptions Campaigns and execution: Execute well thought-out, impactful and quantifiable lead generation and client retention campaigns leveraging a range of digital, media and in-person channels.Content: Partner with content and product marketing teams, to deliver a content calendar which fully supports the third-party wealth marketing strategyPartnership marketing: Partner with third party wealth business teams to deliver high-impact, tailored client-specific marketing programs to deepen relationships and build loyalty with strategic third-party wealth clients. Sponsorships and Webinars: Partner with business leads and functional leads within marketing to execute on sponsorship and webinar strategy, including agenda, speakers, invitations, on the day experience, dinners, design and impact measurement Measurement and reporting: End-to-end reporting and measurement of day-to-day and campaign-related marketing impact, delivering clear MROI and taking active steps to adjust marketing approach as necessary to optimize. Partnership and collaboration: Develop and maintain strong relationships with key stakeholders across the global organization.

 

Qualifications

 

2+ years in a similar role within a financial institution, preferably asset managementKnowledge of the asset management industry: clients, products, regulations, competitors Strong communication skills with keen attention-to-detailExcellent time management, and ability to manage competing priorities and deadlines Ability to present investment views in a thoughtful and well-reasoned manner, synthesize information from multiple sources and develop a clear, compelling story Solid experience in digital marketing, with working knowledge of martech within B2B environments, lead generation, and analytics in order to partner with subject matter experts Ability to work at varying speeds and under timeframe pressure, while maintaining extremely high standardsBachelor’s Degree (BA/BS); MBA and/or CFA preferred 

 

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