Pacific Life Newport Coast, Newport Beach, CA, USA
Oct 17, 2017Full time
About Pacific Life: WHERE YOUR POTENTIAL MEETS OUR PURPOSE: At Pacific Life, you are given the opportunities and challenges to embrace your potential and achieve your personal best, every day. What you find here is something special - it's purposeful work done with a shared set of values that brings us all together. ABOUT US: Pacific Life offers life insurance, annuities, and mutual funds, along with a variety of investment products and services, all of which provide The Power to Help You Succeed. Headquartered in Newport Beach, CA, Pacific Life is a Fortune 500 company with approximately 2800 employees. We pride ourselves in providing a work environment that is challenging, inclusive, collaborative and results-oriented. We firmly believe each employee plays a part in our continued growth and success. Job Description: Mutual Fund Product Marketing Specialist Pacific Funds is a family of mutual funds designed for growth, income generation, and diversification. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. We provide value to our clients through high-quality service standards, thought leadership, and product innovation. We are a multi-manager investment company consisting of mangers who are: selective, nimble, and experienced. As of June 30, 2017, Pacific Funds has $6.2 billion in assets under management. The Pacific Funds Brand Marketing team develops and implements the marketing message for the Pacific Funds portfolio of mutual funds. The individual in this position will participate in the development of strategic marketing plans, project manage the execution of these plans, and participate in the development of content and materials that support the business and sales goals. This may include new product launches, positioning and re-positioning existing products in the marketplace, and developing materials to garner new and maintain existing assets. The individual in this role will be an advocate for, and effectively communicate, the Pacific Funds brand to internal and external stakeholders. Key responsibilities include: Project manage the development and execution of marketing materials to include standard quarterly materials (fact sheets, profile sheets, client guides) as well as new materials. Develop and execute product marketing content and materials for the mutual funds. Support the creation of and project manage the execution of marketing campaigns to align with broader marketing initiatives and provide commentary on timely market events. Recognize and promote the strategic positioning of the mutual fund products Work closely with internal departments to develop and implement campaign communications plans targeted to financial advisors, broker/dealers, and shareholders Develop and maintain professional relationships with internal marketing clients and stakeholders including asset managers and internal departments. Asset managers include Pacific Asset Management, Rothschild Asset Management Inc, and Pacific Life Fund Advisors LLC. Coordinate with the graphic design and print production teams to articulate the creative direction and ensure timely launch of materials to meet division management and priorities. Perform competitor and market research to understand industry and competitive trends to identify opportunities for Pacific Funds. Complete ad hoc projects as necessary. Factors for Success At least 5 years of progressive experience in financial services with an emphasis on product marketing. Asset management industry experience is strongly preferred. Experience in a marketing project management role, preferably in a marketing department or ad agency. Working knowledge of asset classes and investment concepts, including the ability to apply those concepts to the development of product stories, content, and materials. Strong project-management skills with demonstrated proficiency driving complex projects from start to finish. This includes establishing roles and responsibilities, defining and measuring project milestones, and tracking and communicating progress to business partners. Exposure to marketing to multiple client types (e.g. retail, institutional, and RIA). Experience implementing and optimizing marketing across digital and traditional media including, but not limited to print, email, social media, and video. Understanding of fixed-income, U.S. equity, and multi-asset funds and/or the mutual fund industry and the competitive landscape for marketing these products Exceptional level of professionalism, accuracy, and attention to detail. Commitment to process and process improvement. Excellent written and oral communication skills to develop and execute product or educational/value-add materials for a variety of audiences and mediums Bachelor's degree, preferably with a major in business, economics, marketing, or communications. FINRA Series 6 or 7 preferred. Licensing required within 6 months of hire. Benefits: Join the Pacific Life team and watch your career grow! We offer a competitive compensation and benefits package that includes: Competitive salary and bonus program Medical, dental, and vision as part our commitment in investing in the health and wellbeing of our employees Two retirement savings plans: 401k savings plan with company match and Company Retirement Contribution (company-paid) Generous vacation time and holiday pay And much more! EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.