Description

We are looking for an experienced Marketing Specialist to support channel marketing initiatives for Columbia Threadneedle Investments. This role will develop and manage advisor-facing marketing materials, firm-specific campaigns, email communications and sales-enablement content.

Role Responsibilities

- Collaborate with Marketing, Creative, Compliance, Tech, Data, Product Management, Investments and Distribution teams to refresh, maintain and deliver content regarding Columbia Threadneedle Investments products and services, ensuring consistent messaging across marketing collateral
- Manage firm-specific marketing initiatives for intermediary distribution partners.
- Develop and customize channel marketing materials, including sales decks, brochures, fliers, 3rd-party presentations, microsites, digital material, platform material and email communications.
- Manage multiple projects through Workfront, or similar workflow tools, ensuring timely marketing material and communications production and delivery.
- Manage regulatory and compliance submission reviews through platforms such as AdTrax and ALPS, ensuring disclosures, revisions, approvals and firm-filing requirements are met.
- Maintain approved content in Seismic, including version updates, expiration management, publishing coordination and content retirement.
- Use campaign, Seismic and digital-engagement data to evaluate content effectiveness and identify optimization opportunities.
- Develop dashboards and recurring reports using tools such as Power BI, Tableau and Adobe Analytics.
- Identify opportunities to standardize, streamline or automate marketing workflow and document standard operating procedures for channel marketing processes
- Maintain and analyze status trackers,



metric dashboards/reports and gather and report on results and best-practice guidance to support consistent execution across the team.

Key Capabilities

- Bachelor’s degree in finance/economics or any related fields and/or MBA (Finance) and/or pursuing CFA.
- 3 to 5 years of experience in asset management, financial services, product marketing, channel marketing or marketing communications.
- Experience developing marketing content for investment products or intermediary audiences is preferred.
- Familiarity with mutual funds, ETFs, SMAs, model portfolios or related investment solutions is an advantage. Excellent organizational and project management skills to track and manage multiple marketing pieces with various process steps and deadlines. Excellent attention-to-detail skills. Proactive team player.
- Highly motivated self-starter with excellent verbal and written communication skills.
- Ability to work effectively on multiple projects under tight deadlines.
- Ability to navigate process documents with minimal guidance.

In-Office Collaboration

We are a client-centric, relationship-based business. Working together in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full time/Part-Time

Full time

Timings

(2:00p-10:30p)

India Business Unit

AWMPO AWMP&S; President's Office

Job Family Group

Marketing/Product Management

📌 Senior Associate - Marketing Specialist (Channel Marketing) (India)
🏢 56672 Ameriprise India
📍 India