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.