Senior Manager, Marketing Communications - Mutual Funds

  Senior Manager, Marketing Communications

 

 

Calvert has been setting industry standards for asset management excellence since 1976, in both the way we serve our clients' interests and how we select companies for our portfolios. Today, more than 400,000 investors have over $15 billion in assets with Calvert. These investors trust our investment approach, with its emphasis on rigorous fundamental research that goes beyond traditional measures to uncover companies strongly positioned for potential long-term success.

 

We are strongly committed to seeking competitive returns for our investors, yet we have never measured success by numbers alone. How we conduct our business, inside and out, is a central concern. We are actively committed to transparency and corporate responsibility. This sense of corporate responsibility includes providing our employees with a flexible, benefit-rich, family-friendly work environment. In addition, we provide encouragement through our Community Partners program for employees to take time out from work schedules to participate in service activities.

 

Calvert is seeking a Senior Manager, Marketing Communications who will be responsible for managing the firm’s editorial strategy and ensuring all communications are executed in a manner consistent with the standards for Calvert’s Brand voice. The firm is currently undergoing a significant brand and business expansion and this Manager is to be a core part of the creative and brand management team. The incumbent plays a leading role in the strategy development and implementation of communications by researching and analyzing the current market trends and competitor materials, defining concepts, engaging copywriting resources, editing and delivering communications products for print and internet distribution to all Calvert clients (e.g. financial advisors, institutional investors and shareholders.) In addition, this role is responsible for managing the production of content by staff, vendors and outside contractors and the management of distribution across multiple points.


ESSENTIAL RESPONSIBILITIES AND JOB RESULTS:

·  Manages a team of internal and free-lance writers and communication specialists to produce highest quality content and materials for publication. Continually evaluates existing freelance staff to ensure best fit with assignments and identifies new resources.

·  Leads the development and execution of key marketing communications initiatives for retail, institutional and other external audiences, in collaboration with Channel marketing, Sales, Operations, CSRD, Legal and Portfolio teams.

·  Responsible for monitoring expenses and ensuring development costs are in line with industry standards.

·  Oversees the development of all communications including: direct mail, newsletters (Invision, Institutional Focus); electronic mail (e.g. business builder, Calvert Connections) sales collateral, tools, presentations and all regulatory communications. As well as the development of other sales and research content.

·  Is responsible for ensuring the Calvert Brand is appropriately reflected throughout all communications and manages the updating and of the Calvert style and editorial guidelines.

·  Drives continual process improvement in the management of communications development, using and developing best practices and managing expenses.

·  Develops and manages project plans for various marketing publications by establishing project schedules, identifying stakeholders and establishing accountabilities, and identifying necessary resources and budget requirements.

·  Collaborates closely with Manager, Marketing Production to deliver the highest quality publications and materials possible, on time and within budget.

·  Liaises with various Managers and Directors to ensure that various publications and materials are produced of the highest quality and reflect corporate guidelines, consistency of communications, and functional and end-end sales needs.

·  Collaborates closely with the Manager, Marketing Production, and Manager, E-Commerce, to develop and manage the weekly planning, development, and posting of website communications material for calvert.com News column, SRI sections, and homepage reports and materials overall to assure proper balance of investment, market, and product news.

 

QUALIFICATIONS:

·  At least seven years of experience developing integrated, high level communications strategies across media platforms; strong editorial, writing, project management and marketing communications experience.

·  At least five years experience in the financial services industry, specifically in the investment management area, that may include writing and editing economic or investment commentaries, newsletters, and sales collateral.

·  At least three years experience in managing staff and delegating responsibility, preferably in managing 3rd parties as well as internal resources.

·  Solid knowledge of mutual fund products, industry, investment strategies and concepts, including applicable SEC and FINRA regulatory requirements.

·  Proven ability to explicate complex, dry, and sometimes technical, financial concepts in a lively, accessible and compelling fashion to audiences with varying degrees of sophistication in understanding the subject matter.

·  Strong ability to prioritize and manage multiple projects independently and simultaneously, meet deadlines and adapt to changing priorities and timelines.

·  Proven ability to lead the development and production of marketing communications programs to meet multiple communications, audience and marketing objectives.

·  Excellent interpersonal, written and verbal communication skills.

·  FINRA Series 6 within six months of hire.

·  Bachelor’s degree required and advanced degree preferred. Concentration in Marketing, Communication, or Journalism preferred.

 

To apply for this position, please submit your résumé and a cover letter via Calvert’s website at www.calvert.com.

 

It is the policy of UNIFI and its subsidiary companies to provide equal employment opportunity to all applicants for employment, without regard to race, color, religion, sex, age, national origin, veteran's status, disability, sexual orientation, or gender identity or expression.