Responsibilities

• Develop and execute integrated marketing plans that align with firm priorities, product strategy, distribution goals, and audience needs.
• Partner with internal stakeholders to shape marketing strategy, product positioning, competitive differentiation, and go-to-market initiatives.
• Create and guide marketing programs for mutual funds, ETFs, separately managed accounts, wealth-management services, and related offerings.
• Support existing products, new product launches, platform opportunities, advertising, digital campaigns, thought leadership, events, and content initiatives.
• Lead, coach, and support a marketing team working across design, content, digital, and video; establish priorities, delegate work effectively, and maintain accountability for quality and deadlines.
• Manage marketing intake, prioritization, workflow, timelines, and resource allocation across concurrent projects and stakeholder needs.
• Serve as a trusted, professional liaison between Marketing and cross-functional stakeholders, clearly communicating priorities, decisions, timelines, and tradeoffs.
• Ensure marketing materials align with brand standards and applicable regulatory requirements; work closely with Compliance to support timely review and approval.
• Define, track, and report marketing activity, campaign performance, and key performance indicators; use results to improve strategy, process, and impact.
• Identify and implement improvements to marketing processes, systems, efficiency, and quality.

Requirements

• Five or more years of progressively responsible marketing experience, including experience in asset management, financial services, or a closely related investment business.
• Strong understanding of investment products and asset-management distribution channels, ideally including mutual funds, ETFs, separately managed accounts, wealth management, or comparable offerings.
• Experience developing marketing programs for financial advisors, intermediaries, institutions, and/or individual investors.
• Demonstrated ability to contribute strategically while driving hands-on execution in a fast-moving, deadline-driven environment.
• Experience partnering with sales or distribution teams, investment professionals, senior leaders, and other cross-functional stakeholders.
• Strong leadership, coaching, communication, analytical, and project-management skills.
• Excellent judgment, attention to detail, and ability to manage competing priorities with professionalism and sound decision-making.
• Knowledge of brand strategy, design principles, digital marketing, content development, advertising, and campaign management.
• Proficiency with Microsoft Word and Excel; familiarity with Adobe Creative Cloud, industry-standard marketing tools, and Apple computers is preferred.
• Experience with investment-product launches, advisor distribution, or intermediary marketing is strongly preferred.

Benefits

• - 100% company-paid medical premium for employees; High-deductible plan offers full family coverage at no cost to employee
• - Health Savings Account with employer contribution, Employee Assistance Program, regular Wellness activities
• - Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness
• - 401k with generous match
• - Profit sharing and annual performance bonuses
• - 11 personal and 10 vacation paid days off after first year of service
• - 10 paid holidays (per NYSE holiday schedule)
• - Paid Parental and Bereavement leaves
• - Up to $2,000 per month in childcare/tuition assistance
• - Adult continuing education and professional development assistance