Director, Portfolio Marketing Director, Portfolio Marketing

About the Role

Key Responsibilities

• Build and execute marketing strategies and plans for business solutions and segments aligned with stakeholder objectives.
• Develop strong value propositions, messaging, and marketing programs based on a deep 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 to fuel engagement and accelerate the sales cycle.
• Build integrated cross-channel marketing campaigns across digital, social, search, events, and PR channels.
• Evaluate and select industry forums, events, sponsorships, and webinars to showcase subject matter experts and drive awareness.
• Manage marketing budgets and oversee all marketing execution to ensure best practices and ROI.
• Act as the primary point of contact for business stakeholders, translating business objectives into relevant marketing activities.
• Oversee launch planning and go-to-market strategies for new products, solutions, and services.
• Conduct market sizing, segmentation, and targeting strategies to inform global marketing approaches.
• Manage relationships with third-party analysts and research vendors.
• Perform competitive and industry analysis, develop customer references, testimonials, and case studies.
• Monitor and report on marketing program performance and communicate results to stakeholders.
• Collaborate across marketing teams to ensure end-to-end program delivery and execution of integrated campaigns.

Requirements

• Bachelor's degree in Marketing, Communications, or a 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 the ability to tailor messaging for different audiences.
• Hands-on experience with digital marketing channels, content strategy, and campaign execution.
• Fluency in marketing analytics, CRM systems, and performance reporting.
• Self-starter with excellent project management skills and ability to manage multiple stakeholders.
• Experience with account-based marketing (ABM), marketing automation, and CRM systems (preferred).
• Experience with equity issuer, transfer agency, capital markets, or governance solutions (preferred).
• Leadership experience (preferred).

Nice to Have

• Experience with marketing automation and CRM systems.
• Experience with equity issuer, transfer agency, capital markets, and governance solutions.
• Previous leadership roles in marketing.

Qualifications

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

Benefits & Perks

• Flexible work arrangements to support work-life balance.
• Health and wellbeing rewards tailored for employees and families.
• Opportunity to purchase company shares with a company contribution.
• Recognition awards, team events, and future investment opportunities.
• Supportive and inclusive company culture with opportunities for growth.