Primary Responsibilities

Partner with product specialist, channel marketing and sales teams to develop unique positioning of Cardea's Global Mosaic Fund by articulating the fund's distinct investment proves and competitive advantages, building robust sales stories and ensuring consistent marketing positioning.

Research, write, edit and coordinate the production of client and financial professional marketing deliveries to support fund campaigns, including new product launches, and to diversify and broaden advisor relationships. This will focus primarily on the development of print collateral, prospecting materials, sales ideas, seminar presentations, web content, video content, and email communication.

Perform ongoing strategic analysis of funds, assessing strengths and weaknesses, and tying fund messaging to marketplace opportunities and changing market cycles.

Conduct ongoing competitive analysis and big-picture review of marketing and sales tolls to enhance Cardea's leadership position in the marketplace.

Collaborate with other departments, including the Investment Communications and Value-add Marketing teams, to coordinate the dissemination of related market insight, educational and product content across sales channels.

Qualifications:

• BA/BS required
• CFA preferred, MBA a plus
• 7 years of financial services experience, preferably with a focus on mutual fund strategy and mutual fund marketing campaigns in collaboration with sales professionals/sales management
• Strong understanding of intermediary-sold mutual funds to financial professionals through story-based selling techniques
• Hands-on player with strong sales orientation; accepts ownership for planning and implementing the tactics necessary to successfully execute strategic objectives
• Working knowledge of investment databases, including Morningstar, FactSet, and Bloomberg
• Ability to translate complex portfolio data (such as performance attribution reports) into usable information
• Sense of financial literacy; interest in and understanding of capital markets
• Solid interpersonal skills and ability to quickly form meaningful working partnerships and demonstrate leadership
• Superior writing and editorial skills

 

Application Process

Qualified candidates should forward their resume (as an MS Word Attachment) and cover letter (including availability and salary requirements) to:

Cardea International Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it.