Director, Portfolio Marketing

About the Role

Key Responsibilities

• Build the marketing strategy and execution plans for solutions/segments aligned with business stakeholder objectives.
• Develop strong value propositions, messaging, and marketing programs based on understanding of the solutions portfolio and target audience needs.
• Create sales enablement tools such as collateral, videos, and communications to support sales efforts.
• Develop impactful content and thought leadership topics to fuel marketing touch points.
• Build integrated cross-channel marketing campaigns (digital, social, search, events, PR) in coordination with marketing teams.
• Evaluate event and speaking opportunities to showcase subject matter experts and drive awareness.
• Oversee planning and execution of events with the Global Events team.
• Manage marketing execution and budget to ensure best practices and ROI.
• Act as the primary contact for business stakeholders, translating business objectives into marketing strategies.
• Develop go-to-market programs for transfer agency segments and new solutions, including collateral and promotional campaigns.
• Research and develop buyer personas and targeted messaging frameworks.
• Inform content strategy and develop collateral, case studies, videos, and other content to accelerate sales.
• Evaluate industry forums, sponsorships, webinars, and partnerships for ROI.
• Develop sales enablement plans and tools to drive engagement and adoption.
• Oversee launch planning and go-to-market strategies for new products and solutions.
• Formulate market sizing, segmentation, and targeting strategies.
• Manage relationships with analysts and research vendors.
• Conduct win/loss interviews and analyze customer adoption feedback.
• Monitor and report on marketing program performance and results.
• Collaborate across marketing teams to deliver integrated campaigns.

Requirements

• Bachelor's degree in Marketing, Communications, or related field; Master's Degree (preferred).
• 10+ years of B2B marketing experience in financial services, equities, governance, or fintech segments.
• Proven track record of developing and executing high-impact B2B marketing programs and GTM strategies.
• Experience in marketing financial services and complex solutions.
• Strong written and verbal communication skills with ability to tailor messaging.
• Strategic thinker capable of translating business goals into marketing plans.
• Hands-on experience with digital marketing channels (social, web, email), content strategy, and campaigns.
• Fluency in marketing analytics, CRM systems, and performance reporting.
• Self-starter with excellent project management skills and ability to manage multiple stakeholders.
• Experience with marketing automation, ABM, and CRM (preferred).
• Experience with equity issuer/transfer agency/capital markets solutions (preferred).
• Leadership experience (preferred).

Nice to Have

• Experience with equity issuer / transfer agency / capital markets and governance solutions.
• Experience in a leadership role.

Qualifications

• Bachelor's degree in Marketing, Communications, or related field.
• 10+ years of relevant B2B marketing experience.

Benefits & Perks

• Flexible work arrangements to help balance work and lifestyle.
• Health and wellbeing rewards tailored to support you and your family.
• Company contribution when purchasing shares in the company.
• Recognition awards, team events, and opportunities to invest in your future.
• A welcoming, close-knit community with experienced colleagues.
• Competitive base pay range of $135,000 - $165,000/yearly (specific to NY and NJ).