BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:

Job Type:

AVP, Marketing (1094-258)

New York, NY

The Assistant Vice President Marketing (AVPM) is a key member of the
marketing department who will drive the monthly and quarterly workflow of
product marketing materials. In addition, the AVPM will work closely with
members of the distribution organization to create impactful print and
digital marketing collateral and campaigns in support of sales initiatives.

The AVPM should have a strong knowledge of the financial services,
specifically mutual funds as well as experience with the retail channels
(broker-dealers, wirehouses and RIAs) and FINRA advertising regulations.

Coordinate the production and quality control of monthly and quarterly
factsheet and presentations; drive and implement automation where needed
Update content and ensure quarter-end workflow is optimized, including the
end to end delivery of content
Work closely with compliance team to ensure all materials are approved in a
timely manner
Develop marketing brochures, flyers, client prospect presentations, and
other marketing collateral
Work closely with sales teams to develop and implement marketing campaigns
that support key products as well as the overall brand
Work closely with Portfolio Managers and sales for new product launches to
develop pitch books, marketing campaigns and educational materials
Work closely with design team to conceive creative and impactful print and
digital marketing collateral
Maintain and manage relationships with various vendors, including
automation/sales enablement, printers, and fulfillment centers
Understand firm’s distribution channels and sales goals to prioritize
Work on special projects such as copy for the web, sales conference
materials, invitations for client events, manage article reprints and client

5+ years’ experience marketing in the asset management industry
Undergraduate Degree in Marketing or Business Administration or an
equivalent combination of training and experience
Graduate degree or CFA a plus
Cumulative GPA of 3.0 or above in a 4.0 scale is required
Experience with marketing automation, e-mail campaign and CRM solutions, in
particular Seismic, Pardot, and Saleforce.com
Strong understanding of asset management product suite, in particular equity
strategies and a facility with organizing and displaying data is key
Excellent PowerPoint and Excel skills
Ability to interpret a variety of suggestions and instructions shared in
written, oral, diagram or schedule form
Strong project management skills coupled with hands on mindset to get the
job done
Self -starter who shows initiative and can take ownership of a project from
conception to completion but can also work effectively as part of a team
Comfortable with new technology and eager to adopt and introduce technology
and creative approaches
Knowledge of Seismic sales enablement software; Salesforce.com and Pardot or
Knowledge of design elements such as color and composition and adept at
implementing brand guidelines
Knowledge of InDesign is a plus
FINRA Series 7 preferred
Knowledge of Mac OS, QuarkXPress, Photoshop, Illustrator a plus

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