Senior VP/Director, Marketing Strategy-Portfolio Design Service
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About The Position
The USWA Product Marketing team is seeking a mission-oriented teammate excited to expand our Whole Portfolio marketing strategy and messaging, marrying our managed models product offerings with our HNW portfolio offerings. The ideal candidate will have expertise in developing and managing marketing strategies, exceptional content writing skills, and understanding of the financial advisor audience, and displays an understanding of fixed income, equities, options, and wrappers such as ETFs, Mutual Funds, and SMAs. This person will also be able to manage a project with varying stakeholders from inception to completion. As the Director, USWA Whole Portfolio Marketer, you will play a crucial role in building and commercializing our marketing strategy of our new and existing capabilities, reporting to the Head of Separately Managed Accounts (SMA) and Models Marketing. You will also be responsible for the managed models marketing capabilities, including Custom Model Solutions (CMS) and Portfolio Design Solutions (PDS).
