Director, Advisor Consulting Marketing & Strategy

Description

Position Overview

We are seeking a strategic and dynamic Director, Advisor Consulting Marketing & Strategy to lead marketing efforts for the Advisor Consulting business. This leader will serve as the primary liaison to Meeder’s Advisor Consulting-focused Investment Team and work closely with Distribution Team Leaders to deliver impactful go-to-market strategies, content, and campaigns aligned with Meeder’s value proposition, revenue goals, and investment-led client engagement strategy.

In addition, this role will drive overarching investment marketing initiatives (brand development, corporate positioning, executive communications) and partner with Executive Leadership on strategic content—particularly executive thought leadership, webinar programming, and corporate communications. The ideal candidate blends investment acumen, business strategy, content expertise, and marketing execution across digital and traditional platforms.

Primary Responsibilities

Strategic Partnership

• Serve as the marketing business partner to the Advisor Consulting Investment Team and Distribution Leadership.
• Translate investment strategy and positioning into marketing initiatives that support growth in Meeder’s fund models, Private Wealth, and Meeder Edge solutions.
  
  

Integrated Campaign Execution

• Lead content and campaign development for Advisor Consulting investment solutions across channels (email, digital, events, webinars, print).
• Develop segmented marketing journeys aligned to advisor personas and channel-specific strategies.
  
  

Executive Marketing & Branding

• Drive Meeder Investment Management’s corporate brand positioning, voice, and messaging architecture.
• Own the marketing roadmap for corporate brand, PR, webinars, and conference presence.
• Partner with Executive Leadership on high-visibility campaigns and initiatives.
  
  

AI-Driven Marketing Enablement

• Champion the use of Generative AI tools (e.g., ChatGPT, Copy.ai) to accelerate content creation, ideation, and campaign testing.
• Collaborate with Data & Tech teams to incorporate AI in performance tracking and marketing automation.
• Continually assess emerging AI capabilities to advance marketing productivity and personalization.
  
  

Leadership and Cross-Functional Collaboration

• Lead cross-functional collaboration with design, data, compliance, and distribution partners.
• Manage agency and vendor relationships where applicable.
• Lead, mentor, or influence junior marketing resources (matrix or direct).
  
  

Key Performance Indicators (KPIs)

• Growth in AUM from Advisor Consulting-sourced solutions
• Advisor engagement rates and digital campaign conversion
• Content adoption by Distribution and Investment Teams
• Contribution to lead generation and retention metrics
• Brand awareness and perception metrics
• Webinars and thought leadership engagement metrics
• Campaign velocity and marketing cycle efficiency with AI integration
  
  

Req Number MAR-26-00002

Position Requirements

• Bachelor’s degree in Marketing, Finance, Business, or related field; MBA or CFA preferred.
• 10 years of experience in financial services marketing or investment product strategy; asset management or RIA marketing preferred.
• Strong understanding of investment solutions (mutual funds, SMAs, managed accounts) and advisor distribution models.
• Executive presence and ability to influence senior leadership.
• Proficiency in content strategy, integrated campaign execution, and sales enablement.
• Demonstrated ability to work effectively in cross-functional teams with a strategic mindset.
• Advanced proficiency with digital marketing tools, CRM systems, and marketing automation platforms.
• Experience using or managing Generative AI tools to enhance content development and marketing scale.
  
  

About the Organization Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement.

Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.

Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder

• Assets Under Advisement consist of $63.82 billion of regulatory assets under management for which Meeder Investment Management's registered investment adviser affiliates provide continuous and regular investment management services as disclosed in their Form ADV and non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation but does not have the authority to effectuate transactions as of December 31, 2024.
  
  

EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).