Investment Marketing Specialist

5 months ago

Toronto, Canada Fidelity Investments Full time

Description

Who We Are

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future. Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

The Opportunity

The Investment Marketing Specialist is responsible for helping to delivering best-in-class product marketing to promote Fidelity’s brand, products, and services to advisors. As a member of the Investment Marketing team, you will help 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. Leveraging their understanding of investment products, the Investment Marketing Specialist helps ensures our products and solutions are effectively positioned for advisor audiences.

What You Will Do

Working with Products and Marketing and Sales to support various types of sales enablement collateral for advisor audiences (e.g., emails, PowerPoints, Though Leadership, POVs) to scalable marketing material (e.g., articles, web copy)

Curate monthly edition of Fidelity’s advisor newsletter pulling from our existing library of Thought Leadership (Fidelity Perspectives, Regulatory Updates, Fixed Income Perspectives etc.)

Project manage the annual fund awards programs in conjunction with the product research (Lipper, Fund Data etc.)

Support marketing projects for cross functional team such as Sales, Operations, Client Services and National Accounts

Ensure compliance with communication policies, procedures, and brand standards

Maintains content inventory as assigned by the Manager, Investment Marketing

Skills and Knowledge

Have or be able to quickly develop—a deep working knowledge of all prioritized investments (mutual funds, ETFs, alternatives) and non-investment products and the implications of market events on advisor clients

An exceptional communicator who can leverage data to identify themes, build a narrative and secure buy-in

Strong attention to detail with the ability to ensure operational compliance in a highly regulated environment with supervision from Manager to ensure compliance requirements are maintained

Strong project management skills with the ability to manage multiple projects in a fast paced, deadline-driven environment, changing focus and priorities.

Ability to build and cultivate strong relationships with internal and external stakeholders up, down, and across the organization

What We’re Looking For

University Degree (Bachelor Degree ) or equivalent work experience

Must have a 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 would be an asset

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