Marketing Manager, Closed End Funds

Posted Yesterday
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Philadelphia, PA
7+ Years Experience
Fintech • Payments • Financial Services
The Role
The Marketing Manager for Closed-End Funds at abrdn is responsible for developing and executing marketing strategies for U.S. closed-end funds. Duties include creating marketing materials, managing tradeshows, conducting competitor analysis, and preparing reports for fund boards. Strong communication skills and a degree in marketing or business are essential, alongside previous asset management marketing experience.
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Job Description

Job Description

abrdn is one of the world’s largest investment companies, and we are built on a long standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the lives of our clients and customers, our employees, society and our shareholders.

Our strategy is to build a vibrant and value-creating purpose-led organization, with the current and future needs of our stakeholders at the heart of all we do.

Position:

The purpose of this position is to be responsible for the marketing and communication activities for abrdn’s U.S. closed-end funds. You will be responsible for delivering the marketing strategy and tactical implementation of the plan, aligned with our distribution partners.

Job Duties: Marketing and communications

  • Develop and execute the closed-end fund marketing plan aligned with dedicated budget
  • Originate ideas for new marketing initiatives that support abrdn’s key product messages across traditional and digital media
  • Run internal and external resources to create persuasive, brand-building materials including: digital content, whitepapers, webcasts, podcasts, presentations and other marketing collateral
  • Write accurate, engaging copy for marketing materials and websites, as well as shareholder and other investor communications
  • Be responsible for the closed-end fund portion of company website; quality control; and timely collateral updates.
  • Proactively and consistently develop marketing tactics that increase consumer and advisor awareness of fund complex
  • Develop launch plan and materials to introduce new products to the market
  • Manage closed-end fund tradeshow and conference logistics, including pre- and post-event planning, promotional materials, event advertising and speaking opportunities
  • Assist with re-framing global marketing content, ensuring that materials meet local compliance and brand requirements.
  • Establish strong working relationships with internal collaborators and compliance as well as counterparts globally to ensure smooth end-to-end delivery of all material

Project management:

  • Conduct competitor analysis — centralize and distribute benchmarking and market intelligence to help grow industry and product knowledge and insights
  • Work with external resources, conduct investor research programs to determine key facts and perceptions of closed-end funds investor base. Implement findings into investor communications and marketing plan.
  • Collaborate closely with vendors, including report services, advertisers and other third parties to improve closed-end fund exposure
  • Lead closed-end fund tradeshow and conference logistics, including pre- and post-event planning, promotional materials, event advertising and other conference opportunities

Board reporting:

  • Analyze closed-end fund share registry to identify marketing and communication opportunities
  • Prepare quarterly investor relations reports for fund boards detailing marketing campaign activity, metrics, trading trends and other activity

Qualifications:

  • College degree required; preferably in marketing or business administration field
  • Series 7 FINRA-registered strongly preferred or ability to obtain within first six months of employment
  • 6-8 years of asset management marketing and/or investor relations experience
  • Strong writing and communication skills. Experience in investment writing and collateral production
  • Ability to work under tight deadlines
  • Team player
  • Strong project and vendor management skills
  • Inquisitive employees who enjoy exploring new ways of making something work are preferred

We are an affirmative action - equal opportunity employer. We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.

The Company
Miami , Florida
6,197 Employees
On-site Workplace

What We Do

abrdn is a global investment company that helps clients and customers plan, save and invest for the future. Our purpose is to enable our clients to be better investors.

Our strategy is to deliver client-led growth. We are structured around three businesses – Investments, Adviser and Personal – focused on their changing needs

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