Marketing Manager - Investments
CurrentLead RFP process, generating $300M AUM annually Collaborate with client relationship team to retain $25B AUMDevelop content for weekly & quarterly email distribution sent to 5,000 current & prospective institutional investors, including blogs, white papers, & videosCollaborate with events team to host annual investment forum for 100 attendees; handle all internal & external speakersProvide public speaking & video coaching for staff including CEO, CLO, & CIO Execute social media activities, including paid ads Create customized marketing materials; generate co-branded materials for 20+ clients