Marketing Manager

• Ensure that tools for tracking and reporting sales enablement performance are properly set up and optimized in key software, including website-based tracking systems.
• Collaborate with Sales, Product, and Marketing team members to align enablement efforts with broader business goals, product rollouts, and marketing campaigns.
• Tailor enablement programs and resources to fit specific regions, sales channels, and customer segments.

• Create, update, and refine sales materials such as fund commentaries, product positioning documents, FAQs, executive summaries, and case studies for various client types including retail, institutional, and family offices.
• Work with Product, Marketing, Compliance, and Sales teams to ensure all content is current, meets regulatory standards, and reflects brand and strategic priorities.

• Manage the tracking of customer interactions across digital platforms, events, and engagement activities using key software.
• Conduct reviews to assess the effectiveness of enablement efforts, providing insights and recommendations to enhance client engagement and sales performance.
• Analyze metrics to identify areas for improvement and suggest future initiatives.

• Minimum of 5 years' experience in marketing, sales, or enablement roles, preferably within financial services or investment management.
• Proven ability to supporting multi-channel sales teams.
• Strong knowledge of Salesforce CRM and MCAE (Marketing Cloud Account Engagement), including experience with reporting and automation.
• Skilled in developing impactful sales content and evaluating its effectiveness throughout the sales process.
• Excellent communication and project management abilities, with strong stakeholder collaboration skills.
• A cooperative team member who thrives in cross-functional environments and contributes to shared objectives.

McNeill Nakamoto