Wednesday, May 6, 2015

Marketing, San Diego

Title:  Marketing Manager (1024-1)
Location:  San Diego
Compensation:  Commensurate with experience

Summary:
The firm is looking for a hands-on leader to manage and execute all aspects of the firm’s strategic marketing plan.  This role with require significant time and talent dedicated to writing, and producing RFPs in a timely and highly collaborative manner.  The candidate will also manage all aspects of formulating and delivering the firm’s message through presentations, website and all forms of communications with our clients and prospects. The position works closely with the sales and client service teams supporting their efforts to effectively communicate the firm’s brand and message to our clients and prospects.

Responsibilities:
RFP writing/production: Prepare timely, accurate and concise proposals.  Research background information on prospects and interview the firm’s knowledge experts in order to articulate our investment process in responses.  Manage the time-constrained RFP process to ensure that all proposals are complete, thoroughly proofed, edited and all requirements are met by their specific deadlines. Review and maintain proposal responses, ensuring the integrity of the firm’s message.

Client Communication: Collaborate across the organization to develop client communications.  Produce weekly, monthly, and strategic marketing pieces that effectively deliver our message. Produce presentations, brochures, web content and other materials to support the sales and client service efforts.

Marketing Strategy:  Monitor and analyze market trends, identify target markets and develop, implement and manage an effective marketing strategy.  Explore ways to improve existing products and services.  Develop, write and communicate our core message to further strengthen our brand by differentiating our firm and highlighting our product strengths and our firm’s values.

Management:  Assist in the hiring, training and performance evaluations of the marketing staff.
Quality Control: Integrate messaging and ensure its consistency across all marketing media through routine quality control processes – including quarterly reviews of content – and harmonizing messages with other marketing activities and brand objectives.

Creative: Look for ways to improve both the message and the distribution of that message.

Collaboration: Ability to develop highly collaborative relationships with all areas of the organization to ensure effective marketing campaigns and programs
Requirements:
Bachelor's degree required at minimum; Finance, Journalism, English, Communications, Business Administration, Public Relations or Marketing preferred
Minimum of 8 years of financial services industry experience including significant experience in proposal writing
Excellent writing, editing and interviewing skills
Expertise in Adobe Creative Suite
Strong project management, written, and oral communication skills
Think creatively; Results driven, highly collaborative; Detail oriented


Title:  Marketing Writer (1024-2)
Location:  San Diego
Compensation:  Commensurate with experience

Summary:
The Marketing Writer will manage all aspects of formulating and delivering our marketing message across all channels including Request for Proposals, website, newsletter, and all other forms of client communications.  The Marketing Writer will support the firm’s marketing efforts by researching and analyzing marketing opportunities.
Responsibilities:
Manage all aspects of the RFP (Request for Proposal) process from inception to delivery of final copy
Ensure that the firm’s message and distinctions carry through all marketing channels and in all marketing materials accurately/ consistently using the Response Bank as a primary source for data
Support the marking effort by researching opportunities for future growth, including geographic expansion,/identification of new clients/ suggestions for new products
Manage/ adhere to internal/ external deadlines
Manage relationships across the organization
Coordinate marketing meetings with other departments
Manage competing interests/ multiple projects
Supporting initiatives of the Sales and Client Service Teams
Problem solve content/process issues as needed
Propose initiatives to improve proposal processes/content
Write and edit responses to RFP questions
Manage the RFP response bank
Work with the investment team to ensure RFP responses are accurate/ complete
Work with regulatory compliance specialists to ensure materials conform to firm policies/ industry regulations
Work with sales/client service/ administrative staffs to coordinate all aspects of the proposal to ensure quality of delivery of on-time proposals
Review marketing materials to ensure the integrity of information we provide across all channels and in all materials

Requirements:
Bachelor's degree required at minimum; Journalism, English, Communications, Business Administration, Public Relations or Marketing preferred
Minimum of 5 years of financial services industry experience with significant experience in proposal, technical or business writing
Expert use of Adobe Suite and Microsoft Office (Word, Excel, PowerPoint)
Experience with fixed income investment management preferred
Excellent writing/editing/ interviewing skills
Ability to work independently as well as in a team setting
Strong client relations experience
Strong research and analytical skills
Able to work across the organization with all levels of management
Able to manage deadlines effectively
Excellent verbal /written communication skills
Excellent problem solving skills


If you are interested in either of these openings, please email us a copy of your resume as an MS Word attachment.

Thank you,

Julia Brown
BCI - Financial Services Recruiting
10 S. Wacker Dr., Suite 1250
Chicago, IL 60606
312-460-8111 x106
julia@brokerageconsultants.com
www.brokerageconsultants.com

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