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This is a full-time opportunity within a growing marketing enablement function at a global investment management firm. The team is focused on modernizing how marketing content, client reporting, and systems are managed-sitting at the intersection of marketing, technology, and investment communications. This role is ideal for someone who enjoys working in a tech-enabled marketing environment and has experience managing workflows, systems, and client-facing reporting deliverables.
Job Responsibility
Deliver recurring and ad hoc client reports (monthly/quarterly) using marketing and reporting platforms
Support investment/content teams by executing and distributing marketing commentary across systems
Build, update, and troubleshoot content within sales enablement tools, websites, and client portals
Maintain and manage marketing data and reporting accuracy across platforms
Coordinate timelines and workflows for client reporting deliverables
Partner with cross-functional teams (marketing, client services, tech, etc.) to ensure deadlines are met
Assist with system improvements, testing, and ongoing optimization of marketing tools
Requirements
3-5+ years of experience in financial services (investment or wealth management strongly preferred)
Strong understanding of marketing systems / MarTech (this is not a purely creative marketing role)
Hands-on experience with Seismic (must have – backend/system knowledge preferred, not just end user)
Experience managing recurring client reporting processes or deliverables
Strong project management and workflow coordination skills
Experience with project management tools (Asana preferred
others acceptable)
SQL or data querying experience
Nice to have
Experience with client reporting tools (e.g., Coric or similar platforms)
Background working closely with investment, reporting, or client service teams
Exposure to website or client portal content management
Familiarity with user acceptance testing or system implementation work