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Senior Associate, Wealth Management Marketing

Job Reference:
2025-2536
Location:
Monterrey
Category:
Marketing and Communications
Solution:
Other

Your Team Responsibilities

The MSCI Wealth marketing team is responsible for developing and executing marketing strategy and campaigns to support MSCI’s ambitious objectives in the Wealth Management segment. The marketing organization at MSCI is a dynamic and fast-growing global function responsible for marketing and communicating our solutions and services to the world’s investors to help them build better portfolios.

As a leading provider of portfolio management, Environmental, Social and Governance (ESG) ratings, indexes and analytical tools, we continue to grow our global footprint with institutional investors, asset/wealth managers, banks, hedge funds, pension funds, advisors and corporations.

The role of Senior Associate, Wealth Management Marketing, sits at the intersection of the organization and is pivotal in accelerating our wealth management solutions globally.

This is a highly collaborative role with a terrific opportunity for impact, working across the organization, and with senior members of the marketing team in PR, content, design, digital, events, and product. MSCI Wealth is a growing player in the segment, creating solutions to help firms with investment decision making as well as the construction and management of client portfolios. We are looking for an action-oriented marketing professional with a passion for building a sustainable future to jump into a fast-paced, high growth team.

The Senior Associate, Wealth Management Marketing will report into the Head of Marketing, Wealth Management within the MSCI product marketing team.

Your Key Responsibilities

  • Work collaboratively with cross functional marketing teams to deliver wealth segment focused campaigns, from vision to strategy and execution, including success metrics and audience / segment targeting
  • Engage with internal stakeholders and senior leaders to refine messaging and positioning for research and product campaigns
  • Successfully project manage collateral creation and campaign deliverables cross-functionally at the firm and with external agencies and developers where necessary
  • Develop and oversee content updates, creative ideas, and digital-first educational tools for MSCI Wealth landing pages on msci.com
  • Coordinate and oversee regular maintenance and updates of MSCI Wealth evergreen collateral, pitchbooks, factsheets, and brochures
  • Stratify and respond to requests from the client coverage organization and product teams for new client-centric materials
  • Track and report on campaign success, including awareness, engagement, and conversion metrics
  • Monitor and maintain awareness of new trends and the changing landscape in the global wealth management industry including advances in macro trends, emerging wealth tech capabilities, and the latest practice management trends

Your skills and experience that will help you excel

  • Bachelor’s / Master’s degree in Finance, Communications, Business Management or related field
  • Demonstrated understanding and passion for investment solutions, with a preference for marketing experience at a financial institution.
  • Demonstrated ability to develop, refine and communicate the various voices and messages of the company to key stakeholders; as well as strong project management skills to coordinate and influence the different teams globally
  • A general understanding of the global wealth management segment
  • Proven experience in managing multiple stakeholders across corporate environments, professional services, etc.
  • 4+ years’ experience in driving product marketing and communications strategies
  • Excellent program management, administration, and organizational skills
  • Ability to embrace and take ownership of projects
  • Global awareness and sensitivity in working across time zones and cultures

About MSCI

What we offer you

  • Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing.
  • Flexible working arrangements, advanced technology, and collaborative workspaces.
  • A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results.
  • A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients.
  • Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development.
  • Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles.
  • We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum.

At MSCI we are passionate about what we do, and we are inspired by our purpose – to power better investment decisions. You’ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry.

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.

MSCI Inc. is an equal opportunity employer committed to diversifying its workforce. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email Disability.Assistance@msci.com and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries.

To all recruitment agencies

MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes.

Note on recruitment scams

We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on careers.msci.com

Quote from Tina Tan

Tina Tan – Marketing and Communications

I've always been fascinated by the power of communication. I love the nature of my role, that is to help MSCI and our spokespeople to deliver the messages and tell the stories that inform and inspire our clients.

Tina Tan | Marketing and Communications
View Profile

Benefits

MSCI is committed to providing a competitive benefit package to you and, where applicable, your family. 

Healthcare benefits, including: 

  • Medical Insurance 
  • Life Insurance 
  • Dental healthplan 
  • Vision healthplan 

Grocery Coupons/Meal Vouchers 
Short-Term Saving Fund (Fondo de Ahorro) 
Savings Bank (Caja de Ahorro) 
Pension Plan for Retirement 
Leaves of Absence, including vacation, parental, sickness and funeral/bereavement leave   
 

Development opportunities

Guided by your manager, our learning and development opportunities empower you to perform at your best, make and impact and shape your career. 

Career paths are multidirectional and we believe new and challenging experiences drive personal growth and innovation. With access to LinkedIn Learning Pro and our bespoke Learning@MSCI platform, you can easily customize and tailor your learning journey to accelerate your career.

Monterrey

Equus Torre Norte
Av. Ricardo Margain #444, Piso 8
Colonia Valle del Campestre
San Pedro Garza García, NL
C.P. 66268 Monterrey
Mexico

Our Monterrey office is next to the Arboleda District, close to the city center, with an amazing view of the Chipinque and Cerro de la Silla mountains. Almost all our functions are represented here, with the Sales and Relationship Management, Technology and Data Operations teams having the largest presence. Our local Employee-Led Committees hold regular social activities for everyone, and you’ll also benefit from a variety of collaboration spaces, wellness rooms, a cafeteria and free parking. 

Recruitment Processs

  1. Apply online

    First, click Apply and upload a CV that shows us the skills and passion you could bring to this role, as well as your contact details so we can reach out to you. 

  2. Talk to our recruiter

    If you look like a good match, our recruiters will arrange a chat where we’ll ask about your motivations, experience, and background, and where you can ask us anything you want to know about working at MSCI.

  3. Interview with our team

    If you like what you hear, and we think you have what we need, then it’s time to interview with your future team, either virtually or in the office. These interviews will give you a clear insight into the team and the day-to-day responsibilities of the role. 

  4. Make your decision

    If you’re successful, we’ll make you an offer and give you any further information you need to help you make your decision. If the answer is yes, it’s time for some background checks, and then we’ll welcome you on board!

Marketing and Communications

Senior Associate, Wealth Management Marketing

Job Reference:
2025-2536
Location:
Monterrey
Category:
Marketing and Communications
Solution:
Other
Job Level:
Senior Associate
Job Type:
Full-Time

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