Senior Marketing Manager - Advisor Marketing

Responsibilities

• Shape investment content and thought leadership strategy: Identify opportunities to connect market developments, investment insights, and thought leadership to advisor needs and strategic business priorities. Translate complex investment and product concepts into compelling advisor-facing narratives and marketing opportunities. Bring a strong understanding of the investment, product, advisor, and competitive landscape to inform marketing recommendations.
• Develop and lead integrated marketing plans: Own marketing strategies for priority investment content and thought leadership programs, defining audiences, objectives, positioning, channel strategies, KPIs, and activation plans. Partner with marketers across ETFs, Model Portfolios, Private Markets, and other strategic capabilities to connect investment perspectives to broader product and business priorities. Shape the strategy for advisor-facing content and sales tools that create relevant opportunities for Sales to engage financial advisors. Drive coordinated activation across marketing and sales channels, measuring performance and optimizing plans to improve results.
• Influence and align cross-functional partners: Serve as a strategic marketing partner to senior stakeholders across Sales, Investment, Product Marketing, Creative, Digital, and Wealth Marketing. Bring together diverse perspectives, clarify priorities and tradeoffs, and build alignment around integrated marketing strategies. Navigate complex business challenges and competing priorities to develop clear recommendations and move initiatives forward.
• Drive marketing effectiveness and prioritization: Evaluate marketing opportunities based on audience needs, business impact, distribution potential, and measurable outcomes. Identify gaps, duplication, and lower-value activities, recommending where marketing resources should be invested, redirected, or deprioritized. Leverage performance data, market intelligence, and stakeholder feedback to continuously strengthen marketing strategies and results.

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience.
• 8+ years of relevant work experience.
• FINRA licenses are not required and will not be supported for this role.

Preferred

• Experience developing integrated marketing strategies within asset management, wealth management, or financial services.
• Strong understanding of investment products, financial advisors, and wealth management distribution channels.
• Demonstrated ability to lead complex, cross-functional marketing initiatives and influence senior stakeholders.
• Experience developing marketing strategies that connect thought leadership, product positioning, and commercial objectives.
• Strong analytical, communication, and strategic planning skills, with demonstrated ability to translate business priorities into actionable marketing plans.

Benefits

• Competitive compensation
• Annual bonus eligibility
• A generous retirement plan
• Hybrid work schedule
• Health and wellness benefits, including online therapy
• Paid time off for vacation, illness, medical appointments, and volunteering days
• Family care resources, including fertility and adoption benefits
• Learn more about our benefits.