Marketing Contractor

About the Role

Key Responsibilities

• Plan and execute marketing strategies for investment product launches.
• Manage and deliver integrated marketing campaigns.
• Develop/refine marketing materials (collateral, videos, web, sales tools, emails, event deliverables, social & paid media).
• Communicate weekly marketing deliverables across multiple teams.
• Collaborate with sales & national accounts to align with firm initiatives.
• Track and report on campaign performance with analytics teams.
• Coordinate submissions for design, publishing, compliance review, and approvals.
• Attend/run planning meetings for marketing initiatives.
• Manage project progress, deliverables, and approvals.
• Coordinate requests, reviews, and publication timelines.
• Engage with stakeholders across marketing, sales, product, and legal.
• Participate in training and onboarding on internal tools & processes.

Requirements

• 8-10 years of relevant marketing experience (financial services/product marketing preferred).
• Bachelor's degree in Marketing, Communications, or related field.
• Proven experience leading and executing integrated marketing campaigns.
• Strong project management skills, with ability to multi-task & prioritize.
• Excellent verbal, written, and interpersonal communication skills.

Nice to Have

• Knowledge of 40 Act rules and ETF/distribution marketing.
• Research & project-based experience (big-picture problem-solving).
• Experience in collaborative, team-driven environments.