Responsibilities

• Institutional Marketing Strategy & Leadership
• Develop and execute the North America Institutional marketing strategy in alignment with firmwide growth priorities and business objectives.
• Partner closely with Institutional Sales, Consultant Relations, OCIO, and Investment Division leaders to identify market opportunities and create targeted marketing initiatives.
• Lead integrated campaigns across thought leadership, content, digital, events, client engagement, and demand generation channels.
• Translate complex investment and market insights into compelling, client-centric marketing programs and messaging.
• Serve as a trusted advisor to senior business leaders on marketing strategy, market positioning, and audience engagement.
• Executive Events & Client Engagement
• Lead the strategy, planning, and execution of high-impact live, virtual, and hybrid events targeting institutional investors and consultants.
• Design and deliver executive-level experiences that engage Chief Investment Officers, investment committees, senior consultants, and other institutional decision-makers.
• Partner with senior executives, investment leaders, and subject matter experts to develop event content, agendas, and thought leadership programs.

Requirements

• Bachelor's degree in Marketing, Business, Finance, Communications, or a related field.
• 10–12 years of progressive marketing experience within asset management, institutional investment management, wealth management, or related financial services organizations.
• Demonstrated record of strong performance, increasing responsibility, and career progression through multiple promotions.
• Deep understanding of institutional investing, capital markets, investment products, and institutional client decision-making processes.
• Significant experience developing and executing integrated marketing strategies that support business growth objectives.
• Proven success leading large-scale live, virtual, and hybrid events for senior executive audiences.
• Experience engaging highly sophisticated institutional audiences, including Chief Investment Officers, investment staff, consultants, and fiduciary decision-makers.
• Strong project management and stakeholder management capabilities, with the ability to influence across functions and levels of seniority.

Preferred

• Experience with outsourced CIO (OCIO), institutional consulting, pension, healthcare, endowment, foundation, or insurance investor segments.
• Prior experience in a top-tier management consulting firm (e.g., McKinsey, Bain, BCG, Oliver Wyman, Strategy&, etc.).
• MBA or other advanced degree.
• Familiarity with both U.S. and Canadian institutional investment markets.

Benefits

• healthcare, retirement, vacation, and wellbeing programs.