Marketing Specialist - SMA
Advisors Asset Management 3 reviews - Boerne, TX

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Marketing Specialist - Seperately Managed Accounts

The Separately Managed Account (SMA) Marketing Specialist will serve as the point person on the Marketing Team for all SMA marketing initiatives. He/she must demonstrate clear ownership of the all marketing plans and outbound marketing activities for the SMA Product line/offerings.

This Specialist will be focused primarily on the firm’s separately managed account initiatives but will also assist other members of the Marketing team when necessary.

Work with the respective SMA product heads to develop the core positioning and messaging for the various investment strategies
Determine the gaps in the marketing lineup and develop action plans to address those areas of concern, including brochures, presentations, sales ideas, etc..
Maintain the quarterly maintenance of all SMA Materials
Maintain the SMA portion of the intranet and internet and recommend additional approaches, when appropriate, to ensure internet content remains fresh and engaging.
Create timely marketing material for new products and campaigns
Development of content and working with outside vendors, when applicable, to create the applicable marketing material
Ensure that the product marketing materials are produced accurately, are compliant while meeting the needs of the various sales teams
Continue to strengthen relationships with other departments including management within AAM and seek ways that marketing can provide support and expertise to contribute to the product sales efforts.
Interface with multiple business partners within AAM including product, portfolio management, sales, compliance, and operations to ensure materials are effectively produced and distributed.
Perform other marketing-related functions as necessary

5- 7 years of experience in financial services marketing. Separately Managed Account marketing experience a plus.
Required Education: Bachelor's Degree or equivalent experience
Required Certifications: none
Experience with Microsoft Office Suite (Word, Excel, Outlook, Power Point) Publisher, and Internet
Demonstrated abilities in time management; including, managing multiple projects and meeting strict deadlines
Must have solid communication skills, be creative and detail-oriented and possess strong project management abilities
Self-starter that is able to work with minimal supervision

At AAM, our employees enjoy a great benefits package including comprehensive medical, dental and vision, Health Reimbursement Account, Life Insurance, 401K, and Paid Time Off.

About Advisors Asset Management, Inc. (AAM) - AAM provides broker/dealers and advisors with an array of financial products, tools and technologies, portfolio support, and industry expertise. AAM’s fixed income and equity products include bonds, Separately Managed Accounts (SMAs), Structured Products, and Unit Investment Trusts (UITs). AAM’s innovative products and services focus on principal protection and wealth management in an attempt to help investment professionals mitigate their clients’ portfolio risk while providing the potential for principal safety at maturity. Established in 1979, AAM manages over $350 million in client assets and $6 billion in assets under supervision. With 11 major offices across the nation, AAM partners with more than 90 broker/dealers, including 34,000 registered reps, 3,000 independent registered advisors, and 175 street accounts that include small and regional broker/dealers and wirehouses. Advisors Asset Management, Inc. is a SEC registered investment advisor and member FINRA/SIPC. For further information about AAM, please visit:

Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.

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