Marketing Manager, Investments

Wespath Benefits and Investments

We care for those who serve by providing investment and benefit services that honor the mission and principles of the United Methodist Church.

In accordance with our fiduciary duties, Wespath administers benefit plans and invests approximately $21 billion in assets for over 100,000 participants and over 100 United Methodist-affiliated institutions. Wespath Benefits and Investments maintains the largest reporting faith-based pension fund in the world. Our sustainable investment activities are carried out by Wespath Institutional Investments, the agency’s investments division.

Position Details

Marketing Manager, Investments
Northern Illinois
Glenview, IL

Wespath Benefits and Investments, recognized as a 2017, 2018 and 2019 Chicago’s Best and Brightest Companies to Work For® and a 2018 National Best and Brightest Companies to Work For®, has an opportunity for a Marketing Manager - Investments that is responsible for supporting the development, coordination and completion of all marketing and communications designed to support the Institutional Investment Services team, which is responsible for servicing institutional investor clients.

More specifically, the Marketing Manager - Investments will have the opportunity to:

Closely collaborate with the Institutional Investment Services team to conceptualize, customize, develop and update marketing communications used to promote the Wespath investment value proposition and support current and prospective client relationships.

Develop understanding of the various investor audiences serviced by the Institutional Investment Services group; adapt marketing and communication materials across different audiences using appropriate branding and messaging. Collaborate with the Associate Content Manager, Investments and participate as needed in the development of communications plans that consider all audiences.

Manage the Request for Proposal (RFP) process for current and prospective institutional investors, leveraging the capabilities of the organization’s RFP automation software. Collaborate with internal subject matter experts on content, create necessary timelines, package and submit final product.

Manage the Investments team quarterly webinar. Schedule prep meetings, develop slides and provide onsite support.

Develop content for electronic quarterly newsletter sent to 5,000 current and prospective institutional investors. Coordinate and test email release with internal parties.

Collaborate with Investments team to plan and host the Investment Forum for current and prospective institutional investors. Conceptualize and manage event preparations, marketing collateral and communications for the event. Partner with other internal departments and external speakers to define timelines, goals, action plans, etc.

Work with Institutional Investment Services to develop, format and/or review best-in-class custom slides as required for current and new business presentations as well as special events.

Collaborate with Associate Content Manager, Investments to manage the development and ongoing refinement of investment-related website content, including written, visual and video content. Ensure accuracy of information and appropriateness/timeliness of updates.

Act as a partner in growth for Wespath’s institutional clients by creating and updating dual-branded collateral materials prepared on behalf of foundation clients. This includes RFPs, presentations and webinars.

Collaborate with the Sustainable Investment Services and Impact Investments teams to raise awareness about the Wespath investment and engagement efforts.

Collaborate with the Associate Content Manager, Investments to develop, implement and manage the institutional social media marketing strategy. Execute social media activities, including using targeted ad campaigns to promote certain social media postings and promoting the work of Wespath’s institutional clients. Continuously monitor and ensure accuracy of all social media engagements.

Create custom targeted advertisements for investment-related social media, print publications and events.

Develop and update marketing strategy (to support business plan) in collaboration with Managing Director, Institutional Investment Services and Manager of Investments Marketing and Communications.

Coordinate email distributions with the Institutional Investment Services team for special announcements as needed.

Negotiate approvals with internal parties on all investment marketing and communication-related materials.

Develop expertise with various computer systems including:

  • SalesForce CRM system; document internal approvals and client/prospect correspondence.
  • Act-On; generate Wespath branded email distributions.
  • HootSuite; coordinate and monitor social media.
  • RocketDocs; leverage for preapproved RFP responses.
  • Spark; create visuals to accompany social media posts.

Minimum Requirements/Qualifications:

  • Bachelor’s degree. 
  • 7 years of experience in the institutional investment management industry with a focus on the preparation of content and materials for institutional investor audiences. 
  • Excellent project management skills (ability to draft and maintain ongoing project schedules and deliver to established deadlines) 
  • Advanced knowledge of Windows XP, MSOffice and Outlook.

Preferred Qualifications:

  • Demonstrated knowledge of the standard content included in pitch books and presentations to institutional investors. 
  • Experience producing high-quality, integrated communications from concept through production, including experience writing for print, the web and social media. 
  • Understanding of how technical charts and investment performance information can be used for marketing purposes.

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