Responsibilities

• Develop and implement integrated, multi-channel marketing strategies aligned with business and firmwide growth objectives.
• Design and execute multi-year marketing plans to support key client segments and distribution priorities.
• Own client segmentation and audience strategy, leveraging insights and analytics to inform targeting, enhance personalization, and optimize marketing investments.
• Lead the development and activation of integrated marketing programs that drive awareness, engagement, and conversion across the client lifecycle.
• Partner closely with sales leadership and client-facing teams to identify opportunities, translate business needs into actionable marketing strategies, and align marketing initiatives with sales priorities.
• Serve as a key point of coordination across Digital, Events, Content, Creative, Analytics, and other partners to deliver cohesive client experiences across channels.
• Localize and activate broader marketing campaigns to ensure regional relevance and effectiveness.
• Leverage data, analytics, and marketing technology to measure performance, generate insights, and optimize marketing strategies, using automation to drive efficiency and scale.
• Maintain a test-and-learn mindset, continuously refining strategies and campaigns based on performance data, client feedback, and market insights.
• Drive the adoption of innovative tools, technologies, and ways of working to enhance marketing effectiveness, scalability, and business impact.

Requirements

• Bachelor’s degree required.
• 8+ years of experience in asset management or financial services marketing.
• Strong knowledge of intermediary, institutional, and/or advisor client segments.
• Demonstrated experience developing and executing integrated marketing strategies that support business growth and client engagement across digital, content, event, paid media, and sales enablement channels.
• Proven success partnering with sales teams to drive commercial outcomes.
• Experience leveraging data, marketing technology, and automation to enhance channel marketing effectiveness and efficiency.
• Genuine interest in applying innovative tools, including AI, to improve campaign performance and scalability.
• Deep understanding of client investment needs and decision-making processes.
• Strong digital marketing, campaign management, and performance measurement capabilities.

Preferred

• Agile marketing experience is desirable.
• Knowledge of investment products (e.g., Models, Alternatives, Municipals, SMAs, ETFs) preferred.
• Familiarity with marketing and project management platforms (e.g., Smartsheet, Seismic).