Responsibilities

• Support the development and implementation of integrated, multi-channel marketing strategies aligned with business and firmwide growth objectives.
• Design and execute marketing plans that support key client segments and distribution priorities.
• Support the ongoing development of client segmentation and audience targeting strategies, leveraging insights and analytics to enhance personalization, improve engagement, and optimize marketing effectiveness.
• Support and/or lead the development and activation of integrated marketing programs that drive awareness, engagement, and conversion across the client lifecycle.
• Collaborate with sales teams, client-facing partners, and internal stakeholders to support marketing initiatives aligned with business priorities.
• Lead the execution of select cross-functional marketing initiatives, coordinating across Digital, Events, Content, Creative, Analytics, and other partners to deliver cohesive client experiences across channels.
• Manage campaign and program performance, leveraging data, feedback, and insights to identify opportunities for optimization and continuous improvement.
• Maintain a test-and-learn mindset, continuously refining campaigns and programs based on performance data, client feedback, and market insights.
• Champion the adoption of innovative tools, technologies, and ways of working that enhance marketing effectiveness, scalability, and business impact.
• Manage and prioritize a dynamic portfolio of initiatives in response to evolving business needs and market opportunities.

Requirements

• Bachelor’s degree required.
• 6+ years of experience in asset management or financial services marketing.
• Working knowledge of intermediary, institutional, and/or advisor client segments.
• Experience supporting and executing integrated marketing programs that drive business growth and client engagement across digital, content, events, paid media, and sales enablement channels.
• Experience collaborating with sales teams and internal stakeholders to support business objectives.
• Experience leveraging data, marketing technology, automation, and analytics to enhance marketing effectiveness and efficiency.
• Demonstrated interest in applying innovative tools, including AI, to improve campaign performance, scalability, and ways of working.
• Understanding of client engagement strategies and investment decision-making processes.
• Knowledge of investment products (e.g., Models, Alternatives, Municipals, SMAs, ETFs) preferred.
• Strong digital marketing, campaign management, project management, and performance measurement capabilities.

Preferred

• Agile marketing experience is desirable.