Job Purpose:

  • Assist the manager of the Product Marketing Services Team in the automation and ongoing maintenance of marketing materials
  • Serve as the primary contact with our IT and Data partners to facilitate the receipt and use of data
  • Will also work with Compliance in the approval of materials as well as Product Marketing in the updating of content as needed.

Your Responsibilities:

PROJECT MANAGEMENT

  • Assist in the creation and implementation of automatable marketing materials and manage the process of updating existing materials (on a monthly, quarterly, annually, and/or as needed basis) for mutual fund, closed end fund, ETFs, CITs, UCITS, retail SMAs and institutional SMAs as needed
  • Understanding of Nuveen products and data as well as the process for accessing data from the various providers throughout the firm
  • Ability to liaise with Product Marketing team to obtain any product positioning or other necessary content elements
  • Proofing of templated materials after data is in place
  • Obtain Compliance and other internal approvals
  • Work with Product Strategy Team on product changes and launches
  • Work internally with Workflow | Production Manager to produce materials
  • Communicate with Marketing, Sales, and Compliance as needed on the status of marketing materials and other related topics
  • Work with Compliance to address FINRA comment letters

RELATIONSHIP MANAGEMENT

  • Build and sustain relationships with multiple internal partners (IT, Data, Product Marketing, Product Strategy, Compliance and Web)
  • Post internal constituents as needed regarding end-of-quarter progress and schedules

OTHER

  • Ensure that all template materials adhere to established design standards and compliance requirements
  • Stay current with performance reporting trends, technologies and best practices
  • Execute a high level of project management
  • Other duties as assigned.

Skills and Qualifications:

EDUCATION and/or EXPERIENCE:

  • 5-7 years previous experience within a data- and process-driven function within financial services
  • Bachelor’s degree from an accredited four-year university or equivalent work experience
  • Strong familiarity with automation systems and processes

INTERPERSONAL/COMMUNICATION/LANGUAGE SKILLS:

  • Ability to focus on projects that recur on a regular cycle
  • Strong written and oral communication skills
  • Ability to work both independently and collaboratively

MATHEMATICAL/ANALYTICAL/REASONING SKILLS:

  • Advanced math skills
  • Excellent problem recognition and resolution skills
  • Strong analytical skills
  • Understanding of quantitative investment information and market/economic data

OTHER:

  • Ability to manage multiple projects with overlapping or shifting deadlines
  • Self-motivated with a strong work ethic
  • Strong attention to detail

TECHNICAL:

  • Advanced understanding of Excel and use of formulas
  • Familiarity with automation systems used in the financial services industry
  • Basic understanding of computer programming

CERTIFICATES, LICENSES, REGISTRATIONS:

  • No licensing is required for this position, though Series 7 a plus

WORK ENVIRONMENT:

  • Professional, fast-paced office environment

TRAVEL:

  • Minimal travel required for this position; 5-10%

Source: for more information click here.

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