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Publication or Company Boutique Investment Research firm
Job Title Marketing Director
Industry Marketing
Salary Competitive
Benefits 401K/403B, Bonuses, Dental, Flexible Hours, Health, Profit-Sharing
Job Duration Full Time
Job Location New York, NY
Job Requirements Sr. Director of Marketing for a company in transition from Print to Digital.

Established boutique investment research firm is seeking a Senior Director of Marketing. The ideal candidate will be responsible for creating and implementing strategic and tactical plans designed to capitalize on opportunities and expand demand for the company’s well-established products and services.

The Sr.Director of Marketing will develop a creative, integrated, multi-channel marketing program to build brand awareness, capitalize on the Company’s reputation, and generate rapid growth in digital prospects in both the institutional and consumer markets including development of co-branding and other partnership opportunities.

The ideal candidate will have a broad portfolio of managing and leading all aspects of Marketing such as product development, direct marketing, social media, creative, sales support and marketing operations. A background in Investment Research is critical.


• Build on our base to develop a strong, qualified multidimensional Marketing team capable of supporting all areas of digital and print publishing marketing as well as custom research solutions.

• Implement and facilitate the annual marketing plan/budget to incorporate digital and print products.

• Build the Investment Research Publishing Brand

• Oversee and lead product development efforts.

• Demonstrate a strong working knowledge of the latest technologies (social media, SEM, SEO, etc.) and how to apply them in extending the Company’s brand and audience.

• Manage the creation of all marketing collateral and sales support tools, including presentations and case studies.

• Under your leadership, have your team write, track and deliver press releases promoting the Company’s products.

• Develop, plan and execute business development, educational and/or appreciation events for clients and/or prospects.

• Experience selecting, and managing relationships with, external partners (Centers of Influence) and key service providers (designers, printers, custodians, data aggregators, etc.)

• Implement a project management system with our Project Management Team for documenting and tracking activities and prepare performance reports.

• Analyze results of marketing & sales efforts.

• Develop, maintain and distribute a marketing & sales calendar.

• Work collaboratively across the company to help achieve goals for new business and client retention.

• Maintain knowledge of marketing trends, developments and best practices; in particular as it relates to Investment Research.


• Investment Research experience absolutely required.

• Broad understanding of financial planning, investment management and investment products absolutory absolutely required.

• Superior interpersonal skills, ability to interact effectively with Technology, Sales, Investment Research and Editorial.

• Superior communications skills: written, verbal and presentation

• Analytical, creative, energetic team player. Self starter, self motivated, able to work with minimal supervision

• 10+ year’s experience in financial services marketing

• Proven track record of launching cutting-edge interactive projects.

• Experience working with a range of large budget projects concurrently with multiple work-streams and third parties.

• Results oriented, organized, highly motivated and detail-oriented with a high level of energy/high sense of urgency

• Strong understanding of information architecture and interaction design.

• Knowledge of quality assurance process

• Ability to communicate with staff at all levels.

• Proven ability to leverage analytics to inform and influence decision-making

• Ability to navigate challenging situations and make quick decisions.
• Expertise in digital usability and best practices

• Excellent problem solving skills

• Experience working in a fast-paced and high growth environment
• Enthusiasm to develop new insights into situations and apply innovative solutions to make organizational improvements while encouraging creative thinking and innovation

• Entrepreneurial and analytical; effective at managing change in a fast-moving and constantly evolving business

• Ability to rapidly respond to changing market and consumer needs.

• Ability to understand and drive organizational change

• Ability to communicate effectively and set appropriate expectations

• Strong understanding of delivery management.

• Ability to formally report on project/program progress.

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