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Head of Product Marketing, Asset Management in Charlotte, NC at Lucas Group

Date Posted: 4/25/2018

Job Snapshot

Job Description

The Lucas Group is searching for an experienced and talented Head of Product Marketing, Asset Management to add as a key member of our client’s team in San Francisco, Boston or Charlotte, NC. This Marketing leader, Head of Product Marketing, Asset Management, is responsible for leading all product marketing for Asset Management to improve competitive positions, penetrate target markets, and deliver strong client experiences in service of revenue and growth objectives.  Channels include Intermediary (national and independent broker dealers, RIAs, private bank) and Institutional (DC, Pension, Corporate, Insurance, Health Care, Endowment and Foundation).

The Head of Product Marketing, Asset Management will be responsible for product marketing strategy and execution across all retail and institutional client segments.  The Head of Product Marketing, Asset Management role is characterized by broad management responsibilities including a range of strategic marketing functions and will partner across all product development and product management as well as all functional areas of the asset management business.



Experience Requirements:

  • BA/BS in Marketing, Communications or a related field is required. MBA is preferred.
  • 8+ years Marketing experience including asset management industry knowledge with a deep understanding of retail as well as institutional clients, investment industry dynamics, and marketplace trends
  • Experience aligning marketing resources with product management and segment-specific distribution teams to drive exceptional commercial results and client outcomes
  • Experience organizing, aligning, optimizing, and distributing product marketing through multiple channels
  • A strong analytical background and understanding for how and when marketing is successful in driving positive business outcomes and using data to refine and improve marketing activities
  • Proven experience delivering product support/ education throughout the sales cycle, ensuring that we continuously optimize our programs and experiences to drive the entire sales funnel through awareness and consideration to point of sale and purchase
  • Experience managing marketing operational risk and ensuring rigorous standards are maintained
  • Registration for FINRA Series 24, Series 63 (or 66) and Series 7 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.


Responsibilities:

  • Serve as a critical marketing leader across Asset Management businesses including serving on the Marketing Leadership committee to partner across all intermediary and institutional functional areas of the asset management business
  • Provide a leadership role in developing end-to-end product marketing support for all client facing teams
  • Represent Marketing on Cross Asset Management Product Resources Committee and Fund Board Communications committee
  • Support leaders in the positioning and distribution of new products and enhancing existing products to meet client needs. Collaborate with Channel marketing leaders to deliver a “one Asset Management” approach to product marketing strategy and cross platform execution
  • Provide businesses, channels, and functions with marketing metrics to measure and monitor success of product marketing programs including return on investment, impact on revenue goals, etc.
  • Develop strong senior level relationships across the product development, product management and distribution organizations to support and standardize product-specific initiatives across all channels
  • Partner with dedicated resources in centers of marketing excellence across the organization to operationalize and execute the asset management product marketing strategy and cross platform programs. Key centers of excellence include Integrated Marketing, Digital & Social Capabilities, Insights & Analytics
  • Maintain strict adherence to regulatory guidelines for all marketing communications including proactive management of marketing operational risk. A keen understanding of the investment management regulatory environment and a focus on risk are also key aspects of this role
  • Collaborate and influence across lines of business at multiple levels, as well as be able to counsel partners with the ability to connect “dots” across various and sometimes competing/ambiguous challenges


Special Commitments:

This Head of Product Marketing, Asset Management requires professional and prudent communications working in a team environment with a diverse group of associates. If you like new challenges every day and are charged up by a fast paced environment, this is an exciting opportunity for you.

If qualified and interested please email your resume to Amanda Cooper at the Lucas Group at acooper@lucasgroup.com.

Follow me on LinkedIn for new roles and industry information at: https://www.linkedin.com/in/lucasgroupcreativeamanda/



Experience Requirements:

  • BA/BS in Marketing, Communications or a related field is required. MBA is preferred.
  • 8+ years Marketing experience including asset management industry knowledge with a deep understanding of retail as well as institutional clients, investment industry dynamics, and marketplace trends
  • Experience aligning marketing resources with product management and segment-specific distribution teams to drive exceptional commercial results and client outcomes
  • Experience organizing, aligning, optimizing, and distributing product marketing through multiple channels
  • A strong analytical background and understanding for how and when marketing is successful in driving positive business outcomes and using data to refine and improve marketing activities
  • Proven experience delivering product support/ education throughout the sales cycle, ensuring that we continuously optimize our programs and experiences to drive the entire sales funnel through awareness and consideration to point of sale and purchase
  • Experience managing marketing operational risk and ensuring rigorous standards are maintained
  • Registration for FINRA Series 24, Series 63 (or 66) and Series 7 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.


Responsibilities:

  • Serve as a critical marketing leader across Asset Management businesses including serving on the Marketing Leadership committee to partner across all intermediary and institutional functional areas of the asset management business
  • Provide a leadership role in developing end-to-end product marketing support for all client facing teams
  • Represent Marketing on Cross Asset Management Product Resources Committee and Fund Board Communications committee
  • Support leaders in the positioning and distribution of new products and enhancing existing products to meet client needs. Collaborate with Channel marketing leaders to deliver a “one Asset Management” approach to product marketing strategy and cross platform execution
  • Provide businesses, channels, and functions with marketing metrics to measure and monitor success of product marketing programs including return on investment, impact on revenue goals, etc.
  • Develop strong senior level relationships across the product development, product management and distribution organizations to support and standardize product-specific initiatives across all channels
  • Partner with dedicated resources in centers of marketing excellence across the organization to operationalize and execute the asset management product marketing strategy and cross platform programs. Key centers of excellence include Integrated Marketing, Digital & Social Capabilities, Insights & Analytics
  • Maintain strict adherence to regulatory guidelines for all marketing communications including proactive management of marketing operational risk. A keen understanding of the investment management regulatory environment and a focus on risk are also key aspects of this role
  • Collaborate and influence across lines of business at multiple levels, as well as be able to counsel partners with the ability to connect “dots” across various and sometimes competing/ambiguous challenges


Special Commitments:

This Head of Product Marketing, Asset Management requires professional and prudent communications working in a team environment with a diverse group of associates. If you like new challenges every day and are charged up by a fast paced environment, this is an exciting opportunity for you.

If qualified and interested please email your resume to Amanda Cooper at the Lucas Group at acooper@lucasgroup.com.

Follow me on LinkedIn for new roles and industry information at: https://www.linkedin.com/in/lucasgroupcreativeamanda/



Date Posted: April 25, 2018

Valid until May 25, 2018

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