Responsibilities

• Own US models marketing strategy and annual plan to drive awareness, consideration, and adoption
• Define positioning and messaging for flagship lineups and key use cases
• Lead go-to-market for launches, enhancements, and major portfolio updates, in close partnership with distribution marketing strategy, product, investment, legal, and sales
• Translate investment process, portfolio construction, and rebalancing into clear advisor narratives and tools
• Produce core content (playbooks, one-pagers, pitch materials, FAQs) that improves advisor usability
• Optimize digital journeys across web, email, and platforms through testing and iteration
• Enable sales with toolkits, training, field feedback loops, and implementation guidance
• Build education, thought leadership, and practitioner content using firmwide resources and centers of excellence
• Track competitive landscape and advisor needs to sharpen differentiation and remove adoption friction
• Report performance with robust measurement, dashboards, and data discipline; share insights and actions with stakeholders

Requirements

• 8+ years of experience in asset management, wealth, product, or solutions marketing
• Demonstrate success marketing multi-asset solutions or model portfolios to financial advisers and intermediaries
• Translate complex investment topics into clear, compliant, advisor- and client-friendly messaging
• Lead integrated go-to-market execution with distribution marketing strategy and cross functional stakeholders across product, investment, sales, digital, legal, and risk partners
• Create content that supports an advisor’s day-to-day workflow, including practical implementation tools
• Apply data and analytics to manage campaigns, measure funnel performance, and optimize outcomes
• Communicate with executive presence through strong writing, editing, and narrative development
• Manage multiple priorities with disciplined program management, stakeholder alignment, and attention to detail
• Uphold high standards for accuracy, process rigor, and collaboration in a regulated environment

Preferred

• Bring experience with advisor platforms and model distribution ecosystems
• Show a track record of launching new investment solutions or scaling an established lineup through campaigns and enablement
• Use competitive positioning tools, including message testing and differentiation frameworks
• Apply working knowledge of portfolio construction, risk profiles, and rebalancing practices for model portfolios
• Partner effectively with sales leadership and field teams to drive measurable adoption
• Improve digital journeys (site content, email programs, lead nurturing) through testing and analytics
• Manage agencies and vendors across creative, content, and research workstreams

Benefits

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.