Director 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.