Product Marketing Specialist

About the Role

Key Responsibilities

• Create, update, and maintain a variety of marketing collateral including sales kits (electronic and print), campaigns, presentations, whitepapers, email content, and digital assets to support multiple funds.
• Lead all marketing projects for the assigned product line, ensuring timely delivery within scope and budget.
• Develop project plans, assign tasks, and monitor progress using project management tools.
• Coordinate the review and approval process for marketing materials, liaising with creative and compliance teams.
• Maintain effective relationships with stakeholders to ensure consistency and shared ownership.
• Ensure website content is accurate, current, and aligned with campaign timelines and updates.
• Develop targeted marketing campaigns, including segmented email and direct mail efforts, aligned with product launch plans and marketing objectives.
• Keep sales and other stakeholders informed of project status, deadlines, and updates to facilitate smooth execution and prioritization.
• Ensure marketing assets are organized, accessible, and current, conducting quarterly updates to maintain an accurate inventory of materials.
• Collect and interpret data to inform marketing strategies and improve campaign effectiveness.
• Ensure all marketing efforts adhere to compliance standards, collaborating with compliance teams as needed.
• Stay up to date with the latest trends and best practices in digital marketing, including emerging technologies and platforms, and provide recommendations for innovative strategies.

Requirements

• Minimum 2 years of related marketing experience within financial services, ideally Real Estate, Private Equity or Alternative Investments.
• Minimum 5 years' overall marketing experience.
• Track record of leading end-to-end project management for fund product launches or ongoing marketing campaigns.
• Bachelor's Degree in marketing or related field preferred, or equivalent combination of education and experience.
• Exposure to financial markets and real estate, and knowledge of regulatory and industry rules, guidelines (SEC, FINRA) is ideal.
• Proficiency with Microsoft Office Suite and project management tools.
• Experience working with design software programs (e.g., InDesign, Photoshop, PowerPoint).
• Direct experience with Salesforce Marketing Cloud.

Nice to Have

• Experience in investment management or real estate sectors.
• Knowledge of industry regulations and compliance standards.
• Familiarity with digital marketing trends and emerging platforms.

Qualifications

• Bachelor's Degree in marketing or related field (preferred).
• 2+ years of relevant marketing experience in financial services or related sectors.

Benefits & Perks

• 100% company paid individual Medical and Dental Insurance.
• 100% company paid individual Life and Long- and Short-Term Disability Insurance.
• 401(k) plan with up to 4% matching and full vesting.
• Paid time off (PTO) starting at 17 days per year, with increases after 2 years of service.
• A yearly Birthday Holiday and paid time off for community service.
• State of the art onsite gym.
• Company funded Lifestyle Spending Account.
• Access to other health and tax-advantaged benefits.
• Hybrid work options, professional development programs, and community involvement opportunities.