🛠 Tech Stack

💼 About This Role

You'll lead integrated marketing campaigns for RIAs, broker-dealers, and wirehouses to drive advisor engagement and support business objectives. This role directly impacts growth by aligning marketing with distribution priorities and building scalable channel processes.

🎯 What You'll Do

• Lead planning and execution of integrated marketing campaigns aligned to channel priorities
• Define channel-specific marketing approaches and strategies with Marketing and Business Development
• Serve as primary liaison between advisory distribution channels and marketing organization
• Track and analyze campaign performance, providing insights and recommendations

📋 Requirements

• 7-10+ years experience in investment management marketing or distribution
• Proven track record developing integrated multi-channel marketing strategies within wealth channels
• Bachelor's degree in Marketing, Communications, or equivalent experience
• Experience with marketing and sales enablement tools like Seismic and LinkedIn

✨ Nice to Have

• Experience with separately managed account distribution
• Working knowledge of compliance requirements for wirehouse campaigns
• Experience using Microsoft Dynamics or HubSpot

🎁 Benefits & Perks

• 🏖️ Hybrid schedule (4 days in-office, 1 day remote)
• 💰 Discretionary bonus potential
• 🏥 Health and dental coverage
• 🏦 Employer-matched 401k
• 🎓 Tuition reimbursement

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Panel Interview· 60 min

🚩 Heads Up

• Hybrid schedule requires 4 days in-office