About the role
Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.
Join William Blair, the Premier Global Partnership.
William Blair Investment Management is seeking an experienced, innovative, and proactive Channel Marketing Manager for our Intermediary Distribution Channel to oversee campaign strategy, segmentation, and product marketing that drives brand awareness and product adoption. This role will be responsible for translating ideas into market-ready campaigns quickly and efficiently, balancing speed to market with quality and consistency, helping to attract and retain clients.
In this role, you will act as an active business partner to the intermediary distribution channel and have responsibility for helping shape marketing strategies, including creating differentiated content and executing integrated marketing plans targeting advisors, gatekeepers, and financial institutions throughout the buying journey. You will partner closely with business leaders to improve awareness of our investment capabilities and help ensure our investment strategies remain top of mind among key intermediary investor segments. You will collaborate with other marketing colleagues to develop relevant, creative, and targeted content and distribute it through various marketing channels aimed at the intermediary market. You will leverage data to inform segmentation strategies, make decisions, and measure results.
The ideal candidate will combine investment and marketing knowledge with a keen understanding of the intermediary distribution process. We seek a strategic, curious marketer with strong communication and execution skills, who thrives in collaborative teams. This role is critical to increasing the speed, relevance, and impact of marketing support for the intermediary distribution channel.
Responsibilities
- Develop strategy and tactics for engaging intermediary clients and prospects, with a focus on measurable outcomes. Marketing activities will center on:
- Developing compelling campaigns and differentiated content relevant and specific to the intermediary distribution channel
- Increasing brand awareness and engagement
- Promoting our products and solutions to improve adoption of our capabilities
- Drive speed to market by rapidly developing, prioritizing, and executing campaigns and content in response to product, market, and distribution needs—while maintaining quality and consistency. Work closely with key stakeholders, including Intermediary Distribution Team, Product Team, Investment Teams, Marketing Team.
- Ensure strong engagement and alignment with intermediary distribution team leadership
- Interview and collaborate with investment teams (portfolio managers, analysts, and portfolio specialists), sales and client service teams, and marketing colleagues to create thought leadership and value-add programs that help drive engagement
- Develop more frequent product and market updates and insights beyond quarter-end
- Write compelling content that drives digital engagement
- Create targeted messaging and thought leadership outreach to support the intermediary distribution channel and help build the brand
- Provide insight and support for media programs that target the intermediary channel
- Leverage data and metrics and use research to continuously improve engagement and ability to target and personalize content
- Demonstrate initiative and creativity in independently recommending and implementing marketing solutions
- Communicate progress, issues, and solutions
Preferred Qualifications
- 10+ years financial services experience, ideally within asset management industry
- Experience in intermediary distribution channel marketing
- Experience in marketing a range of investment products, including ETFs, SMAs, mutual funds, private credit
- Results-driven self-starter with a keen focus on attention to detail
- Bachelor’s degree or equivalent
- Strong writer who can synthesize complex topics
- Client-centric focus
- Intellectually curious with a strong work ethic and professional demeanor
- Proven track record in driving engagement and adoption of investment products in any capacity (sales, marketing, investment specialist, etc.).
- Superior interpersonal skills and clear communicator - including the ability to work effectively in various team settings
- Digital communications/marketing tool experience and knowledge
- Strong leadership, strategy, and communication skills
- Ability to manage competing priorities and perspectives
- Demonstrated success in a team-oriented environment
- Deep knowledge of investment products, capital markets, and macroeconomic topics
- Experience writing and editing documents with a range of complexity from product promotions to white papers
- Ability to adjust tone and message for specific audiences and diverse formats
- Proficiency in Microsoft Office Suite
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A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.
This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
About Our Firm
William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com.
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's privacy policies for job applicants:
- California Consumer Privacy Act Privacy Notice (CCPA)
- General Data Protection Regulation Privacy Notice (GDPR)
Contact us should you have any questions or concerns.
Aplyr's read
William Blair is a dynamic investment banking and asset management firm, attracting professionals in finance and technology who thrive in a collaborative environment.
What's promising
- •Strong focus on niche sectors like Healthcare IT and MedTech provides specialized career opportunities.
- •Global presence with opportunities for international roles, such as the Frankfurt internship.
- •Investment in technology roles indicates a commitment to innovation and digital transformation.
What to watch
- •Highly competitive environment may not suit those seeking a more relaxed pace.
- •Limited public information about work-life balance and employee satisfaction.
- •Potentially high pressure and long hours typical of investment banking roles.
Why William Blair
- •Emphasis on specialized sectors like Scientific Affairs and Healthcare Services sets it apart.
- •Offers a blend of traditional finance roles and cutting-edge technology positions.
- •Provides a platform for career growth in both investment banking and asset management.
Aplyr’s read is generated by AI from public sources. Was it useful?
About William Blair
William Blair is an investment banking and asset management firm that provides a range of financial services including mergers and acquisitions, equity capital markets, and investment management.
