Senior Marketing Manager - Investment Management - Morningstar Inc. - Table View

The Team: The Marketing and Communications team creates integrated communications and campaigns that aim to make the Morningstar brand tribal. Consisting of marketing managers, events managers, designers, writers, corporate communications professionals, digital strategists, behavioural scientists, and more, this collaborative team serves our marketing needs across our business. We are data-driven experimenters who work to deliver the right messages to the right people at the right time. We also drive demand by developing go-to-market strategies for Morningstar products. The team works globally to maintain a consistent brand experience everywhere Morningstar serves investors. The Role: We are looking for an individual with experience in investment marketing gained within an asset management firm to join the Marketing team. In this role you will work across the business and the creative, events, and operations Marketing Services teams to create and deliver sales and marketing collateral. You will also be responsible for supporting our sales communication efforts and ensuring that the Morningstar brand is clearly and consistently communicated. This position reports to the International Marketing Director, South Africa Managing Director and Senior Portfolio Manager within our investment business. The role is based in our Cape Town office. Responsibilities: Marketing and Sales Support Creation on ongoing maintenance/provision of marketing and communications collateral / materials to support the Investment Management business and products with a specific focus on Managed Portfolios. Create and maintain a collateral hub of content specific to the SA investment product range, services and business. Work with senior members of the Business to evolve product development and management framework Co-ordinating support from internal stakeholders (in EMEA, US, AU) Collaborate with the broader marketing team (communication, design) to ensure a consistently high-profile and high-quality association for the Morningstar brand for conference materials, adverts, brochures, signage etc. and pre and post event media coverage. Co-ordinate preparation of review and reporting materials (regular and ad-hoc) Co-ordinating Best Practice and Process Represent the Investment Management Business in Squad meetings Act as point of contact and coordinate feedback on various issues across SA and EMEA, and Global MIM marketing teams Work with the PR company regarding SA focused content and initiatives. Events Management Partner with the central marketing team in London and key business stakeholders in South Africa, to coordinate and execute a series of year-round market outreach events, including: Morningstar's annual Investment Conferences in Johannesburg and Cape Town, thought-leadership Executive Forums, Morningstar Direct Forums, webinars and roadshows, award events and management of Morningstar's involvement in third-party events. Be responsible for planning and coordination of events including external agency management, budget management, resource allocation, marketing and administration, event day management and collation and analysis of event feedback. Act as the first point of contact for all events for speakers and sponsors ensuring they have supplied all the relevant information in a timely fashion (e.g. biographies, company profiles, logos and presentations). Requirements Strong experience in marketing towards clients (advisory and intermediated businesses) Ideally you will have experience of working closely with sales and a base knowledge of investments Proven experience in working cross-functionally within an organisation Strong project management skills Good attention to detail Superior interpersonal, communication, writing, proof-reading and editing skills Good influencing and communication skills to forge effective relationships with key stakeholders Proven ability to design, develop, and implement marketing strategies and supporting tactics Demonstrated experience with event planning and execution, preferably in the financial services industry Good experience in/knowledge of the financial services industry Proven knowledge of Eloqua, Cvent, Salesforce.com Experience in media relationships and planning a plus Digital marketing experience a plus Educated to degree level (or equivalent) with qualifications that demonstrates a keen interest in marketing. Morningstar is an equal opportunity employer. 409_MIMSoAfrPtyLtd Morningstar Investment Management South Africa (Pty) Ltd Legal Entity If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. Apply Now

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Senior Marketing Manager - Investment Management - Table View

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