Head of Marketing

Investment Management on Long Island is seeking a Director of Marketing for a full-time position!

Responsibilities:

Manage overall marketing efforts of the firm

Build integrated marketing programs that support the distribution of our mutual funds, ETFs, and separately managed accounts (SMAs)

Build and champion the firm's brand identity, value proposition, and messaging across all channels and audiences.

Create and maintain a robust library of sales materials including pitch books, one-pagers, due diligence materials, and competitive analyses for mutual funds, ETFs, and SMAs.

Design and execute wholesaler enablement programs to improve field effectiveness and consistency of messaging.

Build, mentor, and lead a high-performing marketing team including internal staff, agencies, and freelance vendors.

Manage media and public relations strategy, including industry press, trade publications, and conference opportunities.

Lead award submissions, industry recognition opportunities, and Morningstar/ratings profile management.

Translate complex investment strategies and product capabilities into clear, compelling narratives for advisor and institutional audiences.

Qualifications:

10+ years of progressive marketing experience

5+ years in asset management, wealth management, or financial services.

Proven managerial experience

Proven expertise marketing to financial advisors, RIAs, broker-dealers, or institutional consultants.

MBA or advanced degree in Marketing, Finance, or related field; CFA or CIMA a plus.

Deep familiarity with investment product types including mutual funds, ETFs, and separately managed accounts.

Experience at a boutique or mid-sized investment manager with direct distribution through intermediary channels.

Familiarity with CRM integrations, Seismic, HubSpot, Power Bi and marketing analytics platforms.

Working knowledge of the SMA/UMA platform landscape and model delivery ecosystems (e.g., Envestnet, Orion, SEI).

Prior experience working directly with portfolio managers on thought leadership and investment content.