Windhaven Investment Management - Director of Marketing Boston, MA

Windhaven Investment Management - Director of Marketing

• Company

  Charles Schwab

• Location

  Boston, MA

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Feb 17, 2013

• eFC Ref no

  1169080

Charles Schwab is hiring a Director of Marketing in Boston, Ma.

Organizational Objective/Purpose:
Windhaven Investment Management is an SEC-registered investment advisory firm serving high net worth individuals, trusts, corporate and public retirement plans, foundations and endowments. We broadly diversify investment portfolios across the global capital markets and regularly include exposure to gold, commodities and real estate, in addition to more traditional investments in US and non-US stocks and bonds. To guide investment decisions and manage portfolio risk, we use our proprietary Global Strategies Model.  Headquartered inBoston,MA, Windhaven currently manages over $13 billion and is a wholly owned subsidiary of the Charles Schwab Corporation.
Our mission is to help our clients achieve an attractive rate of return on their investments over the long term while focusing on downside risk management under a wide variety of global macroeconomic and geopolitical conditions.

Brief Description of Role:
A newly formed position, the Director of Marketing will be responsible for preparation, review and oversight of all forms of marketing material to all of the Windhaven channels of distribution.  This role will require a close working relationship with our marketing partners within our affiliate Charles Schwab & Co.  The position will report to Windhaven’s Head of Distribution, Sales and Marketing.  It will be important for the successful candidate to have a thorough understanding of financial services marketing combined with hands-on experience writing and designing effective marketing pieces. He/she will work collaboratively with the existing sales and client service teams and Schwab’s marketing and PR professionals to plan and execute a well-coordinated marketing strategy.  Specific responsibilities include:
Position Responsibilities:

• Oversee the existing marketing material creation and update process
• Write, review and/or edit new marketing pieces as opportunities present
• Develop and implement a marketing plan in partnership with Schwab marketing
• Work closely with Windhaven’s Compliance, Sales, Relationship Management, Client Service and Research teams to ensure coordination and sharing of best practices, and with our Schwab corporate marketing and PR colleagues to leverage the full resources of the broader organization
• Provide administrative oversight and bi-weekly reporting
• Maintain a deep understanding of Windhaven’s investment process, philosophy and performance and develop ways to articulate this approach to potential investors

Technical/Functional Qualifications:

• 5 - 10 years of experience in financial services marketing
• Experience with both retail and institutional marketing
• Experience creating marketing material for a global investing firm
• Product management experience
• Excellent interpersonal, communication, and presentation skills, with an ability to explain and write about sophisticated products and complex investment strategies
• Successful track record of building relationships with colleagues internally and vendor partners externally
• Driven to achieve results, set and achieve compelling goals and meet tight schedules; demonstrate tenacity and persistence
• The ideal candidate will demonstrate the ability to set strategic direction for the marketing organization, in collaboration with the senior management team and have a strong compliance/oversight orientation
• Advanced degree or CFA preferred.