Investment Marketing Specialist

2 weeks ago

Toronto, Ontario, Canada Fidelity Investments Full time

About the Role

The Investment Marketing Specialist is a key member of the Fidelity Investments team, responsible for delivering best-in-class product marketing to promote our brand, products, and services to advisors. As a member of the Investment Marketing team, you will contribute to Asset Under Management (AUM) growth by supporting product launches, events, Continuing Education (CE) Credits, and the creation and management of sales enablement content.

Key Responsibilities

  • Collaborate with Products and Marketing and Sales to develop sales enablement collateral for advisor audiences, including emails, PowerPoints, Thought Leadership, and POVs, as well as scalable marketing materials such as articles and web copy.
  • Curate a monthly edition of Fidelity's advisor newsletter, pulling from our existing library of Thought Leadership content.
  • Project manage the annual fund awards programs in conjunction with product research.
  • Support marketing projects for cross-functional teams such as Sales, Operations, Client Services, and National Accounts.
  • Ensure compliance with communication policies, procedures, and brand standards.
  • Maintain content inventory as assigned by the Manager, Investment Marketing.

Requirements

  • Have or be able to quickly develop a deep working knowledge of all prioritized investments (mutual funds, ETFs, alternatives) and non-investment products, as well as the implications of market events on advisor clients.
  • Be an exceptional communicator who can leverage data to identify themes, build a narrative, and secure buy-in.
  • Have strong attention to detail with the ability to ensure operational compliance in a highly regulated environment.
  • Have strong project management skills with the ability to manage multiple projects in a fast-paced, deadline-driven environment.
  • Be able to build and cultivate strong relationships with internal and external stakeholders.

Education and Experience

  • University Degree (Bachelor Degree) or equivalent work experience.
  • Minimum of 3 years of experience gained in a marketing or communications function.
  • Minimum undergraduate degree in Marketing, Communications, Journalism, English, or a related field.
  • Experience working within the asset management industry or similar financial services organization is an asset.

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