Marketing Director

Responsibilities

• Develop and execute original campaign concepts and plan multi-channel campaigns, including email programs, webinar promotions, social content, and product-related communications, connecting each campaign with a specific audience, message or business objective.
• Write, edit and oversee the development and maintenance of sales presentations, advisor-facing collateral, whitepapers, articles, and other marketing materials in coordination with investment and Sales teams. Translate investment expertise into compelling stories, useful education, and persuasive and accurate communications.
• Maintain and update creative direction for design, video, and digital content. Develop clear briefs and guide internal colleagues and external creative partners to produce distinctive, consistent work.
• Plan and lead in-person marketing events, including major events at the New York Stock Exchange (NYSE), industry conferences, advisor meetings, and partner events. Own event strategy, themes, budgets, venues, invitations, vendors, logistics, programming, attendee experience, coordination with executives and Sales, and post-event follow-up.
• Develop engaging topics and formats for webinars, quarterly broadcasts, and continuing-education programs, including promotion, presentation support, technology setup, compliance review, and follow-up communications.
• Set editorial priorities and manage marketing calendars, campaign timelines, assignments, external creative support, and day-to-day execution with marketing colleagues.
• Partner with Compliance early in content and campaign development for review and approval of advertising, website updates, presentations, and public communications.
• Use tools such as HubSpot, Salesforce, website analytics, and campaign reporting to test messages and creative approaches, assess engagement and qualified lead generation, and identify opportunities for improvement.
• Lead the content strategy and creative development of the website copy and content updates, press releases, videos, and social media publishing while maintaining a clear Toews voice.
• Partner with Sales to understand advisor needs, strengthen sales conversations, and develop communications that support existing relationships. Work with Operations and Technology to ensure effective lead-management workflows, marketing data quality, reporting, and appropriate use of automation and AI tools.

Requirements

• 5+ years of relevant marketing experience, including developing campaign ideas, creating content, shaping messaging, and executing campaigns; prior team or vendor management experience strongly preferred.
• Experience in asset management, investment products, financial services, or another regulated industry strongly preferred.
• Excellent writing, editing, presentation, and storytelling skills, with the ability to make complex investment products clear and engaging. Strong project management skills and close attention to accuracy and deadlines.
• Strong creative judgment and the ability to guide design work. Please provide samples of campaigns, writing, or other content, describing your contribution and the intended audience and results.
• Working knowledge of CRM and marketing platforms; HubSpot and Salesforce experience are particularly valuable.
• Ability to collaborate with Sales, investment professionals, executives, vendors, and Compliance reviewers.
• Comfortable using AI, analytics, modern digital tools, and automation to improve marketing operations.
• Bachelor's degree in marketing, business, communications, finance, or a related field, or equivalent professional experience.

Preferred

• Prior team or vendor management experience strongly preferred.
• Experience in asset management, investment products, financial services, or another regulated industry strongly preferred.

Benefits

• Benefits include health coverage, retirement benefits, paid time off, and business travel reimbursement, subject to the firm’s applicable plans and policies.