Investments Marketing Manager

Berwyn, PA (Hybrid)

Salary Not AvailableMid Level5+ years expInternship

Posted 6 months ago

Job Summary

Drive marketing support for Envestnet investment solutions, coordinating collateral, campaigns, and thought-leadership for wealth management.

Must-have: 2-5 years of experience in investment and financial services product marketing.
Standout: Strong ability to translate complex investment concepts into practical content and messaging.

Job Description

Responsibilities

Be the point of contact for all day-to-day marketing needs for their covered solutions, including but not limited to: sales collateral development, advisor/client product collateral, web page content development, product-related email communications, speaking event content, social media, paid media needs and earned media.
Partner closely with our sales teams to help them have productive and effective conversations with enterprises, advisors and RIAs promoting their covered business lines’ products/services. This includes content development as well as campaign execution.
Grow awareness of Envestnet’s investment offerings and key spokespeople as thought-leaders within the wealth management industry by working with the team to produce videos, social media content, blog posts, media/column contributions and press releases.
Develop and maintain broad knowledge of competitive offerings, market trends and industry developments specific to each product group to inform product positioning.
Lead creation of marketing collateral and ensure it is distributed effectively to a variety of internal and external audiences.
Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

Requirements

2-5 years of experience in investment and financial services product marketing.
Bachelor’s degree, with majors in business, marketing or communications a plus.
Successful history of collaborating with cross-disciplinary individuals/teams/groups.
Ability to form strong relationships and work effectively across all levels of an organization.
Experience with marketing and communications techniques across traditional and digital channels.
Ability to apply an investor-centric lens and translate difficult/complex investment concepts into practical application content and messaging.
Strong critical and strategic thinking skills.
Strong analytical skills.
Strong technical product and investment knowledge across strategies and asset classes.
Experience producing copy for digital, print and social media marketing collateral.
Excellent oral and written communication skills with high attention to detail.
Strong time management and organizational skills.

Envestnet

3.9 Glassdoor

Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client's financial life. Backed by 25 years of experience and $7.0 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs.For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com.Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc.Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_).Social Media Disclosure: www.envestnet.com/social-media-disclosurePrivacy Policy: https://www.envestnet.com/privacy

Founded in 1999

Berwyn, Pennsylvania, USA

2.8K employees (46 in marketing)

www.envestnet.com

75% recommend to a friend

78% CEO approval

Salaries

Marketing Manager median pay in the United States

$88K/yr

Most pay falls between $75K and $105K. Based on 1,171 salaries.

See all Marketing Manager salaries See more Marketing Manager jobs

See all Envestnet salaries

Marketing Team

Marketing Roles Posted (Last 30 Days)

Funding

Total Funding

$1.4B

Last Raise

$575M

Post IPO Debt, 3 years ago

Funding History

Nov 2022
Post IPO Debt • $575M
Mar 2022
Post IPO Equity • $289.4M
Aug 2020
Post IPO Equity • $517.5M

Traffic Signals

Monthly Visitors

507.8K

Monthly Google Ads Budget

$17.6K

Traffic Source Mix

11.9%

Direct

59.6%

Referral

24.7%

Social

1.1%

Paid

2.6%

Headcount Trend

Current headcount: ~2.8K

News about Envestnet

Envestnet uses $7-trillion heft to tap Goldman Sachs, Fidelity, JP Morgan and 17-plus big asset managers to offer its tax management program to advisors for free

Dec 6, 2025 • RIABiz

How Envestnet TAMP works: Key features for RIAs in the US

Dec 2, 2025 • InvestmentNews

Envestnet Partners with Asset Managers to Offer Tax Optimization at No Additional Cost to Investors

Nov 24, 2025 • PR Newswire

Links

www.envestnet.com

X (Twitter)

Crunchbase

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