Responsibilities

• Partner with Investment Solutions stakeholders to establish the annual product marketing agenda, focusing resources on opportunities with the greatest potential to deepen client relationships and accelerate business growth
• Collaborate with investment product leaders and business-aligned marketing teams to connect product marketing priorities and plans to broader business objectives, product roadmaps, and market opportunities
• Translate research, competitive intelligence, advisor feedback, and performance data into differentiated positioning, new marketing opportunities, and actionable recommendations for investment product partners
• Develop the value proposition, narrative architecture, and proof points for investment solutions targeting affluent, high net worth, and ultra-high net worth clients and prospects — clear, differentiated, and grounded in client needs
• Build go-to-market plans for new capabilities, enhancements, and thematic campaigns (e.g., alternatives, income, diversification), defining target segments, key messages, channel strategy, and success metrics
• Act as the primary marketing relationship for Investment Solutions product owners and senior subject-matter experts, connecting them to the right capabilities across marketing and content teams
• Produce and oversee development of client-facing and advisor-enablement content across digital and print — including toolkits, pitch decks, web journeys, emails, articles, and campaign assets
• Coordinate across business-aligned marketing, delivery, engagement, field marketing, content, social media, and digital teams to align plans, sequence activity, and deliver cohesive product marketing programs
• Partner closely with Legal, Compliance, and supervisory stakeholders to deliver compelling, accurate, and timely investment communications while managing review requirements and reputational risk
• Leverage approved AI tools to accelerate content development and drive efficiencies across the marketing workflow

Requirements

• Formal training or certification on Marketing Strategy & Management concepts and 10+ years applied experience
• 10 years of marketing experience in financial services, with meaningful time in investment product marketing — including wealth management, asset management, brokerage, or investing platforms
• Demonstrated ability to build positioning, messaging, and go-to-market plans for investment products or platforms
• Working knowledge of investment products, markets, portfolio construction, and the needs of affluent, high net worth, and ultra-high net worth clients
• Demonstrated success operating in a complex, matrixed organization — influencing without direct authority and building strong partnerships with senior stakeholders and cross-functional teams
• Excellent writing and editorial judgment, with the ability to translate complex investment concepts into clear, client-ready language
• Strong commercial judgment and analytical orientation, with the ability to connect marketing activity to client behavior, advisor adoption, and measurable business outcomes
• Proven project and program management capability in a fast-moving, regulated environment
• Bachelor's degree required

Preferred

• Experience marketing alternative investment products to affluent or high net worth client segments
• Familiarity with digital marketing platforms, marketing automation tools, and data-driven marketing approaches
• Experience working within a wealth management or asset management environment serving ultra-high net worth clients
• Advanced degree (MBA or equivalent) in Marketing, Finance, or a related field

Benefits

• comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.