Job Description

Company Overview

As a global investment manager, we help institutions, intermediaries and individuals meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients\xe2\x80\x99 needs. That\xe2\x80\x99s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients.

Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for \xc2\xa3726.1 billion (\xe2\x82\xac846.1 billion/US$923.1 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 5,618 people across six continents who focus on doing just this.

We are a global business that\xe2\x80\x99s managed locally. This allows us to always keep our clients\xe2\x80\x99 needs at the heart of everything we do. For over 200 years and more than seven generations we\xe2\x80\x99ve grown and developed our expertise in tandem with our clients\xe2\x80\x99 needs and interests.

*as at 30 June 2023

Role Overview

Purpose

This newly-created, product marketing role is responsible for the creation and management of high-quality sales and marketing content to support Schroders\xe2\x80\x99 efforts to grow our asset management business in all client segments in the APAC region, with a particular focus on the wealth segment.

A key player in Schroders\xe2\x80\x99 Client Group, this role is pivotal in articulating the value proposition for our core funds across public and private markets, collaborating with key stakeholders across investments, product, sales and marketing, as well as the client segment strategist and segment marketing lead, to create compelling fund narratives and go-to-market materials. Deliverables may include sales pitch decks, fund collateral, videos, commentaries and website content to support sales conversations and promotions with gatekeepers, fund selectors and retail salespeople in retail banks, private banks and other third party distributors.

In addition this role will be charged with:

• Linking centrally-produced content, such as insights articles, videos and reports, with local funds and strategies, offering a clear call-to-action for the intermediary and end investors.
• Contributing to quick-to-market responses to adhoc market events such as market corrections, major industry shifts, company defaults or other events that impact investors\xe2\x80\x99 portfolios or investment decisions along with local and global colleagues.
• Actively contributing to thought leadership development across all client segments. This may include research reports, long-form articles and analysis and other content types, aimed at positioning Schroders as a thought leader amongst clients and the broader industry.
• Contributing to educational content for end investors, for example client-friendly educational guides, articles, videos, infographics and other materials we provide to intermediaries to help guide their interactions with end clients.

This role will report into the Head of Marketing, APAC and will be part of a cross-functional working group comprising investment directors, sales representatives, product team representatives and other relevant colleagues to leverage investment expertise within the investment teams, as well as insights from sales teams and clients directly to deliver key priorities. This role is also required to work collaboratively with a broad range of local and global stakeholders including fund managers, sales heads, members of the APAC Client Group team and partners in Operations, Legal, Risk and Compliance, as well as global colleagues across Schroders\xe2\x80\x99 APAC and global network (including the London-based Content team and Product Marketing team and client segment virtual teams).

Main Responsibilities

• Lead project teams in collaboration with investment and product team colleagues to develop compelling narratives for our suite of focus funds for use in all stages of the client lifecycle, from the pitch through to sales and in the retention/loyalty phase, leaning heavily on investment theses and strategies.
• Research, write and deliver product collateral to support our sales efforts. Materials may include pitch decks/presentations, sales scripts, fund brochures, website content, videos etc.
• Research competitor offerings and utilise client and competitor intelligence to differentiate Schroders\xe2\x80\x99 funds and stand out from the crowd. Collect and build competitor packs \xe2\x80\x93 Morningstar reports and peer product content.
• Lead allocated thought leadership content creation.
• Attend client meetings with sales team members to better understand client needs and develop tools and materials to meet these needs.
• Implement systems to monitor and measure the effectiveness of product collateral and materials. Ensure tracking and performance reporting of all content created by the team. Contribute to the creation and delivery of fund-related events, promotions and campaigns being delivered by the Regional and local marketing teams.
• Contribute to the wider business ideation about how Schroders can differentiate themselves in the APAC region through top quality product communications.
• Provide oversight and coaching support to Product Marketing Specialist.

Experience, Knowledge and Skills

• 8+ years\xe2\x80\x99 experience working in asset management/investment in sales, investment, product or marketing roles. Exposure to more than one of these disciplines is advantageous.
• Advanced working knowledge of investment markets and asset management strategies is key to success in the role. An understanding of traditional asset classes \xe2\x80\x93 equities, fixed income, multi-asset and private markets such as private equity, real estate and infrastructure debt is preferred.
• Proven ability to create fund narratives centred on client needs \xe2\x80\x93 both the fund selector and the end client.
• Experience in project managing, content editing, managing stakeholder approvals and coordinating production of fund materials.
• Experience working in a complex, global business would be highly regarded
• Excellent communication skills both written and oral and the ability to explain technical concepts to audiences with different levels of understanding.
• Excellent interpersonal and collaboration skills.

Education

• Tertiary qualified in a relevant business discipline.

Key Behaviours

• You enjoy collaborating with a range of stakeholders as well as team members and engaging with clients if required.
• You have a keen interest in financial markets and investment products
• You believe in putting the client at the centre of our propositions and communicating how our funds can help clients achieve their goals.
• You are team-orientated, highly motivated, proactive and enthusiastic.
• You thrive in a dynamic, fast-paced environment and managing multiple projects simultaneously.
• You are an open communicator.

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.

Schroders