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To work with Product, Investments and Distribution partners to identify and prioritize investment and product education current and evolving needs across the company.
Facilitates the design of investment education curriculums and training programs aligning foundational content for investment strategies with audience segment preferences
Partners with resources across Product to ensure consistency of message, best leverage of Investments time and targeted education support that drives KPI achievement
Creates educational content and experiences to better inform client-facing associates at all levels (Sales/institutional RMs)
Supports new product launches effectively and successfully, by creating and distributing education content including strategy foundations and capabilities, to ensure understanding of strategy and product at launch and throughout strategy life cycle
Guide and mentor teammates in other offices to promote awareness and understanding of regional demands and expectations
Skills and Qualifications
Must have extensive experience in the investment management industry
Thorough understanding of investment management business
In-depth knowledge of investment products and services ideally across multiple distribution channels
Experience designing, developing and editing content across different mediums including digital, print and video
Strong oral and written communication skills
Entrepreneurial – able to work independently and use good judgment in decision-making