Financial Product Marketing Specialist

Posted 11/29/2021 By Jennifer Keane

We are working with a top financial services firm in Boston who is looking for a Product Marketing specialist to join their team! This person will prepare and maintain product communication marketing materials for the companies US, International and US Offshore business units.

This could be a great opportunity for a recent college graduate with some internship experience looking to be in financial services!


  • Prepare, update, and maintain large volumes of marketing materials in support of global marketing/sales, including but not limited to performance communications (fact sheets, fund profiles, pitch books), commentaries, sales ideas, whitepapers, and performance grids.
  • Gather and organize data. Work with various departments to manage projects from inception through completion, ensuring accuracy, consistency, and speed-to-market.
  • Run point on our teams support of the LatAm/U.S. Offshore BDU.
  • Shared management of SMA Web Project with emphasis on MPA.
  • Help to expand suite and timeliness of off-the-shelf AIA Product Content.
  • Creating a new promotional catalog for Event and Sales teams to use for promotional events.
  • Manage Web Article Projects for suite of ETF related material.
  • Responsible for any/all assigned affiliate/channel/business unit collateral.
  • Maintain database of completed marketing materials and other required information.
  • Interact effectively with all internal business partners
  • Work in partnership with Channel Account Managers to ensure content and best practices are leveraged across all channels, as appropriate.
  • Help facilitate and work within framework of quarter-end responsibilities. Assist in planning/executing quarterly update of all performance collateral under tight deadlines, ensuring updates prior to any data expiration.
  • Understand product and industry trends to then be used as inputs in product content development


  • Bachelor’s degree required
  • Series 7 preferred
Sorry, this position is filled.

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