Responsibilities

• Develop and evolve the firm's marketing strategy across retail investor and professional advisor/RIA audiences, translating business goals into actionable plans with clear timelines and KPIs
• Build and maintain a firm-wide marketing calendar covering campaigns, email sends, collateral deadlines, advisor calls, and compliance review windows — proactively briefing distribution teams ahead of investor communications
• Identify and launch marketing partnerships with distribution partners, content platforms, and listing exchanges
• Own a comprehensive multi-channel program spanning email, digital advertising, social media, webinars, events, pitchbooks, and content marketing
• Coordinate conferences, industry events, and quarterly advisor calls — managing logistics, messaging, and materials
• Oversee PR efforts with external agency partners; support podcasting initiatives and direct response programs for retail investors
• Own the end-to-end collateral workflow — from briefing through design, copywriting, L&C review, Red Oak submission, and distribution
• Serve as the firm's QC gatekeeper: review all materials with rigorous attention to data accuracy, language consistency, and regulatory compliance before publication
• Run the automated collateral production process; maintain a version-controlled collateral library; manage the Morgan Stanley 4U platform
• Publish fund data quarterly to eVestment, Wilshire, and other distribution databases; monitor the firm website for accuracy and freshness

Requirements

• 6–10 years of financial services marketing experience, with meaningful time in ETF or investment management
• Deep understanding of retail investor and advisor/RIA audiences and the regulated marketing environment
• Hands-on multi-channel campaign management; strong project management and prioritization skills
• Excellent written communication and meticulous attention to detail; low ego, high accountability
• Bachelor's degree in Marketing, Business, Finance, or related field

Nice to Have

• Experience with eVestment, Wilshire, Red Oak, and the Morgan Stanley 4U platform
• Background in marketing automation, PR, podcasting, or event management in financial services

Benefits

• Flexible, remote work environment (*see our open states above)
• No “vacation policy” (not to be confused with a “No vacation” policy)
• Generous fully-paid parental leave
• $1,000 annually to invest in stocks of your choice
• Super low premiums for medical, dental, and vision coverage
• Comprehensive compensation package, including company equity