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Marketing & Communications
Thanks for your interest in the Marketing Services Specialist position. Unfortunately this position has been closed but you can search our 268 open jobs by clicking here.




  • Bachelor’s degree

  • Minimum 2 years of industry experience

  • Series 7 or the ability to obtain within 6-12 months of employment


  • Strong interest in investment products 

  • Experience answering and editing RFPs and due diligence questionnaires within the asset management industry a plus
  • Working knowledge of Proposal Management and Production System (RocketDocs) not required but a plus.
  • Client focused mindset, diligence, accuracy, flexibility and attention to detail.

  • Excellent analytical, oral and written communication skills. 

  • Ability to organize and prioritize competing priorities to meet deadlines.

  • Proven ability to work well under pressure.  Ability to work well with a variety of people across the organization.

  • A self-starter who can work independently and as a member of a team.

  • Must be highly proficient in Excel and Word and quick learner of various data systems.

  • Proficiency in investment and database software packages a plus (e.g. Morningstar Direct, Investortools, Simfund)   


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We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.


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