Wealth management - SME/TM

Hiring for Private Equity Wealth management SME/TM

Location : Hyderabad

Shift : US Shift

Level : SEM /TL

Package : SME : 10 lpa

TM : 15-16lpa

Notice Period : Immediate , 45 days

Skills : Private Equity Wealth, Wealth management, CRM Systems , Performance reporting , Product Management , Private wealth Marketing, marketing tools,(HubSpot, Sales forces) CRM systems, data analytics compliance coordination.

The Role: We are seeking a detail-oriented and proactive Manager to join the role is primarily responsible for the oversight and actioning of monthly maintenance and update of product marketing materials, including fund fact sheets, overview presentations, brochures, and other investor-facing documents. The ideal candidate will have a strong eye for detail, a deep appreciation for data accuracy, and the ability to manage multiple recurring deadlines. In addition, this person will be responsible for helping maintain and clean up contact staging area, vetting contacts and leveraging existing processes to effectively handle contact management into or out of our content management system, HubSpot, and our CRM, salesforce.

Key Responsibilities:

• Manage other resource(s) on wealth marketing team and processes for product management and maintenance
• Monthly Fund Document Updates: Own the end-to-end process of updating key product marketing materials with the latest fund performance and portfolio data.
• Quality Control & Accuracy: Cross-reference data with internal systems and teams (e.g., Performance Reporting, Product Management) to ensure consistency and accuracy across all materials.
• Version Control & Compliance Coordination: Work closely with Compliance to ensure timely reviews and approvals; manage versioning and archival of materials.
• Collaboration Across Teams: Partner with Product Marketing to incorporate updated information across both data and content /messaging refinements to materials consistently across versions.
• Template Management: Maintain and enhance existing templates to align with brand guidelines and evolving business needs.
• Document saving, naming, distribution and organization across internal systems
• Translation submission, quality control, compliance coordination, document saving, internal and external distribution.
• Contact staging area clean up and management each week: ensure that contacts in staging area are being vetted and appropriately assigned or moved into CRM where we are able to verify a match and ability to growth contact base (also responsible for monitoring contacts that should be vetted but not put into CRM) to maintain a sustainable level of contacts in staging area week or week.

Qualifications:

• Experience:
• 3- 12 yrs years of experience
• Masters degree
• Skills:
• Proficient in Microsoft Office Suite (PowerPoint, Excel, word)
• Proficiency in marketing tools, CRM systems, and data analytics (HubSpot, Salesforce)

Interested candidates contact HR Hema@9136535233/ hemavathi@careerguideline.com