Patient Capital Management, LLC
Marketing Manager Baltimore, MD Baltimore, MD | Full-time See Job Description
Patient Capital Management, LLC, Baltimore, Maryland, United States, 21276
Patient Capital Management, LLC is a team of investment professionals dedicated to maximizing the long‑term wealth of its investors. We firmly adhere to a value‑driven, research‑intensive investment process. We are patient, long‑term investors who invest with a longer time horizon than the market, which we view as a competitive advantage. The firm is located in downtown Baltimore.
Job Summary This is a key position responsible for developing and executing our marketing strategy, enhancing our brand presence, and effectively communicating our investment philosophy and performance to clients and prospects. The ideal candidate will combine creative vision with analytical precision to develop compelling narratives around our products and investment approach. Additionally, this role will support the sales team through database management, providing materials, handling follow‑up requests, and assisting with CRM management.
The Marketing Manager Duties Include Brand & Narrative Development
In collaboration with Patient leadership, develop and refine our overarching product story to ensure clarity, consistency, and compelling positioning in the marketplace
Build a cohesive voice reflective of positioning strategy that resonates with all stakeholders
Conduct regular competitive analysis to benchmark our marketing efforts against industry peers
Differentiate the Patient brand from other value investors, ensuring clear communication of the Firm’s unique value proposition
Collaborate with investment teams to translate complex investment strategies into clear, concise messaging that resonates with target audiences
Create tailored messaging for institutions, retail investors, the broader investment community, and industry networks.
Maintain and enhance the firm's website, ensuring content is current, relevant, and aligned with our brand standards
Content Strategy & Execution
In collaboration with Patient leadership, design and implement a comprehensive social media strategy for both the firm and key investment professionals
Create engaging content for digital platforms that strengthens our brand and thought leadership position
Establish, track, and analyze key performance indicators (KPIs) to measure marketing effectiveness across all channels and clearly communicate learnings
Develop reporting frameworks that translate complex marketing metrics into actionable insights for leadership
Stakeholder Communications
Create and maintain high‑quality marketing materials, including pitch books, fund factsheets, investment commentaries, and presentations
Manage the quarterly production calendar for client communications and marketing materials
Gather and synthesize client feedback to continuously improve marketing materials and messaging
Balance and differentiate brand positioning to attract both the retail and institutional investment ecosystems
Ensure all marketing collateral adheres to regulatory standards while effectively conveying our value proposition
Assist with organizing and supporting client events, investment conferences, and webinars
Sales Motion Support
Support the Sales team with timely delivery of marketing materials and follow‑up on client/prospect requests
Work with Sales team to manage and maintain the CRM system
Manage and update sales databases to ensure accurate and current information for each product
Requirements
Bachelor's degree
2 – 5 years experience with some marketing experience (coursework, internships or direct work experience) and asset management experience preferred.
Exceptional writing and editing abilities with attention to detail
Strong project management skills with ability to manage multiple projects simultaneously
Demonstrated ability to establish meaningful KPIs and leverage analytics tools to drive marketing decisions
Strong quantitative skills and experience with marketing analytics platforms and dashboards
Thrive in a fast‑paced environment while prioritizing a multitude of tasks.
Flexible and adaptable. Willingness to help wherever needed.
Proficiency with Microsoft Office Suite, marketing tools like Canva and Constant Contact
Familiarity with CRM systems like Hubspot or Salesforce is not required but preferred
Professional attitude
Self‑motivated with ability to work independently and as part of a team
Experience with investment marketing compliance requirements (FINRA, SEC, GIPS) preferred
Sense of urgency
Resourcefulness
Optimistic
Collegial
How to Apply To be considered, candidates must submit the requested information via email to careers@patientcm.com.
Please include the following:
Resume that specifically outlines your qualifications for the position
Cover Letter detailing why you are interested and why you think you are a good fit for the position
One Pager detailing any observations or ideas for improvement related to our website, X account or LinkedIn.
#J-18808-Ljbffr
Job Summary This is a key position responsible for developing and executing our marketing strategy, enhancing our brand presence, and effectively communicating our investment philosophy and performance to clients and prospects. The ideal candidate will combine creative vision with analytical precision to develop compelling narratives around our products and investment approach. Additionally, this role will support the sales team through database management, providing materials, handling follow‑up requests, and assisting with CRM management.
The Marketing Manager Duties Include Brand & Narrative Development
In collaboration with Patient leadership, develop and refine our overarching product story to ensure clarity, consistency, and compelling positioning in the marketplace
Build a cohesive voice reflective of positioning strategy that resonates with all stakeholders
Conduct regular competitive analysis to benchmark our marketing efforts against industry peers
Differentiate the Patient brand from other value investors, ensuring clear communication of the Firm’s unique value proposition
Collaborate with investment teams to translate complex investment strategies into clear, concise messaging that resonates with target audiences
Create tailored messaging for institutions, retail investors, the broader investment community, and industry networks.
Maintain and enhance the firm's website, ensuring content is current, relevant, and aligned with our brand standards
Content Strategy & Execution
In collaboration with Patient leadership, design and implement a comprehensive social media strategy for both the firm and key investment professionals
Create engaging content for digital platforms that strengthens our brand and thought leadership position
Establish, track, and analyze key performance indicators (KPIs) to measure marketing effectiveness across all channels and clearly communicate learnings
Develop reporting frameworks that translate complex marketing metrics into actionable insights for leadership
Stakeholder Communications
Create and maintain high‑quality marketing materials, including pitch books, fund factsheets, investment commentaries, and presentations
Manage the quarterly production calendar for client communications and marketing materials
Gather and synthesize client feedback to continuously improve marketing materials and messaging
Balance and differentiate brand positioning to attract both the retail and institutional investment ecosystems
Ensure all marketing collateral adheres to regulatory standards while effectively conveying our value proposition
Assist with organizing and supporting client events, investment conferences, and webinars
Sales Motion Support
Support the Sales team with timely delivery of marketing materials and follow‑up on client/prospect requests
Work with Sales team to manage and maintain the CRM system
Manage and update sales databases to ensure accurate and current information for each product
Requirements
Bachelor's degree
2 – 5 years experience with some marketing experience (coursework, internships or direct work experience) and asset management experience preferred.
Exceptional writing and editing abilities with attention to detail
Strong project management skills with ability to manage multiple projects simultaneously
Demonstrated ability to establish meaningful KPIs and leverage analytics tools to drive marketing decisions
Strong quantitative skills and experience with marketing analytics platforms and dashboards
Thrive in a fast‑paced environment while prioritizing a multitude of tasks.
Flexible and adaptable. Willingness to help wherever needed.
Proficiency with Microsoft Office Suite, marketing tools like Canva and Constant Contact
Familiarity with CRM systems like Hubspot or Salesforce is not required but preferred
Professional attitude
Self‑motivated with ability to work independently and as part of a team
Experience with investment marketing compliance requirements (FINRA, SEC, GIPS) preferred
Sense of urgency
Resourcefulness
Optimistic
Collegial
How to Apply To be considered, candidates must submit the requested information via email to careers@patientcm.com.
Please include the following:
Resume that specifically outlines your qualifications for the position
Cover Letter detailing why you are interested and why you think you are a good fit for the position
One Pager detailing any observations or ideas for improvement related to our website, X account or LinkedIn.
#J-18808-Ljbffr