Associate – Wealth Product Marketing

Associate – Wealth Product Marketing

Requirements

• Excellent written, comprehension, and verbal communication skills
• Ability to create high quality presentation content
• Highly organized self-starter who thrives in a fast-paced, high-volume environment
• Very good understanding of marketing communication practices and sales process
• Solid knowledge of financial markets, specifically private markets. Knowledge of evergreen products a plus
• Familiarity with investment concepts and comfort with numbers and analysis
• Diligent individual with excellent project management skills
• Ability to work well with a variety of people at all levels of the organization across all global locations.

Responsibilities

• Develop responses and respond to prospect and client inquiries: 40%
• Written product content: sales enablement requests, fundraising inquiries, client service requests and internal talking points. Using deep product and wealth expertise, this individual will be responsible for both developing new responses to client / prospect questions and RFPs, and bringing to bear existing content, using judgement to craft the best responses.
• Handle and complete requests by working independently and collaborating with subject matter authorities across the firm.
• Analyze the details of each request to ensure clarity, and answer the questions being asked by the prospect / client.
• Ensure that new content is shared across the team and added to Loopio RFP content library.
• Triage and respond to requests in an accurate and timely manner following workflow and standard processes. Deliver high quality and accurate responses on time.
• Product marketing materials: presentations, factsheets, DDQs, FAQs etc. This individual will be responsible for developing new high quality presentation content that aids sales efforts and evolving this content to incorporate market and sales feedback.
• Produce topical content, alongside internal teams, to drive brand building and client / prospect engagement. External content to include webinar materials (client updates and prospect content), digital copy and educational content.
• Work as an adaptable teammate who proactively assists with workload rebalancing and high-priority items and collaborates with colleagues in other regions.
• Support compliance process and guidelines for all materials, maintaining appropriate documentation.
• Develop and maintain internal talking points for HarbourVest’s evergreen products.
• Maintain competitor analysis and positioning for HarbourVest products.
• Review and sign off on client reporting for HarbourVest’s evergreen products.

Preferred Qualifications

• BS/BA degree or equivalent
• 3-5 Years of product marketing, product specialist, RFP, sales enablement, sales support, or general marketing experience. Investment management, financial services, or private markets experience preferred. Evergreen fund experience a plus.