Investment Communications Manager, Private Wealth Management (Atlanta, GA)
Increasing engagement and awareness of SunTrust PWM’s investment expertise, the Investment Communications Manager will support the communications and marketing efforts for the Investment Advisory Group’s specialty teams, including Portfolio & Market Strategy, Manager Research, and Equity and Fixed Income Investment Management. Serving as a key bridge between the Investment Advisory Group, Compliance, and Marketing departments, this role will be responsible for shaping, managing and distributing effective content that leverages the Investment Advisory Group’s expertise.
Using a strong command of investment solutions and financial topics, as well as a keen sense of business and educational priorities, the Investment Communications Manager will operate the internal and external investment communications workflows, including creation/adaption of written and multimedia content as well as live calls and in-market exhibitions The role supports & works under the guidance/supervision of more tenured (senior) investment professionals Duties include: • Review and edit materials that demonstrate investment capabilities/expertise and address topics of interest to internal or external clients • Work closely with the IAG strategists to understand investment strategies and develop compelling materials to support the investment strategy. May include performing research to support content development, including conducting subject matter expert interviews and gathering and interpreting data • Incorporate visual elements, such as graphs and charts, in order to produce pieces with clarity, credibility, and accuracy • Manage routine publishing schedules and coordinate all activities around the creation and distribution of materials (e.g., commentaries, thought pieces on timely topics and client webinars) • Plan, facilitate, produce and deliver investment presentations, interactive webinars, multimedia such as podcasts and video production and conference calls sponsored or attended by IAG investment professionals • Plan, coordinate and facilitate in-market live events with senior IAG investment professionals, including large presentations, intimate and direct prospect/client engagements • Coordination of necessary compliance and legal reviews and oversight of the production process to ensure timely delivery ― includes overseeing distribution of communications via distribution channels including intranet, email and presentations systems • Aggregate and maintain inputs for content strategy and planning, including audience insights, messaging, competitive information, and feedback from content contributors and users • Establish content success metrics, review engagement statistics, and recommend enhancements • Build consensus and encourage cross-functional collaboration within IAG and throughout other departments • Be a content ambassador. Promote IAG and SunTrust PWM content internally to ensure teammates across the organization, especially PWM client-facing teammates, are made aware of all content resources and develop talking points and training when needed • Manage design and layout of Intranet web-based content and maintain as required; other projects as assigned