Responsibilities

• Build and maintain an evidence-based understanding of Americas audiences, drawing on research, engagement data and field insight to define segments, personas and decision journeys.
• Lead channel marketing team for the institutional segment, including corporate and public retirement plans, insurers, consultants, endowments and foundations, and sovereign institutions.
• Lead channel marketing team for wealth management and intermediary channels, spanning wirehouses, independent broker-dealers, registered investment advisors, private banks and platform partners.
• Tailor the value proposition, messaging and content plan by channel and by key partner firm, working with business partners so that each program reflects how that audience evaluates and buys.
• Identify common needs and themes across channels to create scalable programs, content and capabilities while preserving the relevance required for priority audiences and partner firms.
• Ensure content is audience-relevant, accurate and operationally scalable.
• Lead, develop and organize a full-scale team spanning channel and segment marketing, integrated campaigns, digital and events, with clear goals, roles, career paths, performance coaching and standards of accountability.
• Attract senior talent, invest in building capability across digital, data, audience insight, and build a culture of commercial ambition, collaboration and accountability.
• Represent Americas on the global marketing leadership team, contributing to global standards and to the center-of-excellence agenda.
• Serve as the single point of marketing accountability for Americas business leaders, translating their growth priorities into a prioritized marketing roadmap with defined outcomes, investment levels, and success measures, and reporting results back in commercial terms.

Requirements

• 15 or more years of marketing experience, including substantial time leading a full-scale marketing organization with regional or enterprise scope.
• Deep experience in asset management, wealth management or financial services, with a working understanding of investment products, distribution channels and the drivers of asset flows.
• A commercial orientation, with a track record of partnering closely with sales or distribution leadership and being measured on business outcomes.
• Deep audience expertise across institutional and intermediary buyers, with a record of building segmentation, insight and messaging that reflects how those audiences make decisions.
• Demonstrated leadership of a full-funnel marketing agenda, spanning brand and demand, integrated campaigns, paid media, events, digital channels and account-based marketing.
• A digital-first mindset, with demonstrated ownership of digital marketing at scale including web, marketing technology, personalization, analytics and the emerging application of artificial intelligence.
• Hands-on experience designing and scaling ABM programs in partnership with sales or distribution, with measurable impact on account engagement and pipeline.
• Experience operating in a center-of-excellence or shared-services model, setting clear requirements and securing delivery from functional partners without direct authority.
• Experience marketing within a regulated environment, with fluency in SEC and FINRA requirements and a genuine partnership orientation toward Legal and Compliance.
• Proven ability to build and lead large multidisciplinary teams and to manage a substantial marketing budget with financial discipline.

Preferred

• MBA or other advanced degree preferred.
• FINRA Series 7 and 63 desired given the client-facing nature of the role; Series 24 an advantage.