Head of Marketing,

Job Description

Responsibilities

Strategy & Planning

• Develop and evolve the firm’s marketing strategy across retail investor and professional advisor/RIA audiences, translating business goals into actionable plans with clear timelines and KPIs
• Build and maintain a firm-wide marketing calendar covering campaigns, email sends, collateral deadlines, advisor calls, and compliance review windows — proactively briefing distribution teams ahead of investor communications
• Identify and launch marketing partnerships with distribution partners, content platforms, and listing exchanges

Leadership & Team Development

• Serve as the strategic marketing leader for MFAM, setting priorities, establishing operating rhythms, and ensuring the marketing function delivers against business goals
• Lead, coach, and develop internal team members, agencies, and freelancers- providing clear direction, actionable feedback, and opportunities for growth
• Build a high-performance marketing function by establishing scalable processes, clear ownership, and high standards for execution and accountability
• Make thoughtful resourcing decisions, balancing internal capabilities, external partners, and emerging AI solutions as the business evolves
• Foster strong cross-functional relationships, earning trust through collaboration, transparency, and reliable execution

Multi-Channel Execution

• Own a comprehensive multi-channel program spanning email, digital advertising, social media, webinars, events, pitchbooks, and content marketing
• Coordinate conferences, industry events, and quarterly advisor calls — managing logistics, messaging, and materials
• Oversee PR efforts with external agency partners; support podcasting initiatives and direct response programs for retail investors

Collateral Production & Quality Control

• Own the end-to-end collateral workflow — from briefing through design, copywriting, L&C review, Red Oak submission, and distribution
• Serve as the firm’s QC gatekeeper: review all materials with rigorous attention to data accuracy, language consistency, and regulatory compliance before publication
• Run the automated collateral production process; maintain a version-controlled collateral library; manage the Morgan Stanley 4U platform
• Publish fund data quarterly to eVestment, Wilshire, and other distribution databases; monitor the firm website for accuracy and freshness
• Ensure advisor call recordings are pre-approved, reviewed, and published to the website without compliance surprises

Compliance & Regulatory Coordination

• Build L&C review windows into every production schedule; own records-retention processes per firm and regulatory requirements
• Demonstrate working knowledge of SEC/FINRA advertising rules applicable to registered investment advisers and ETF products

Budget Management

• Own the marketing budget — tracking spend across channels, vendors, and campaigns to ensure the team operates on plan throughout the year
• Manage agency, freelancer, and platform contracts; negotiate vendor agreements to maximize value and flag budget risks or overages proactively
• Prepare budget reporting and reconciliation for leadership, with clear visibility into committed spend, actuals, and remaining capacity

Vendors & Analytics

• Manage agency partners; recommend build vs. outsource decisions as the program scales
• Track marketing KPIs via HubSpot, Google Analytics, or similar tools; report performance insights to leadership

AI & Technology Fluency

AI fluency is a core expectation of this role. The Head of Marketing is expected to leverage AI tools to elevate team output and apply sound editorial judgment before any AI-generated content reaches investors or compliance review.

Using AI to Work More Efficiently

• Use AI tools (e.g. ChatGPT, Claude, Copilot, Jasper) to accelerate drafts for marketing copy, emails, commentary, pitchbooks, and social content
• Streamline repetitive production tasks — collateral updates, data population, distribution management — with AI-assisted workflows
• Evaluate and recommend AI platforms that improve the team’s efficiency across content, campaign management, and analytics

AI Literacy & Oversight

• Apply rigorous editorial judgment to all AI-generated content — accuracy, compliance, and brand consistency are non-negotiable before publication
• Establish internal guidelines for AI use in marketing, in coordination with legal and compliance; stay current on SEC/FINRA implications
• Proactively brief leadership on emerging AI tools, risks, and competitive developments relevant to ETF marketing

Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
#GraphicDesignJobsOnline
#WebDesignRemoteJobs
#FreelanceGraphicDesigner
#WorkFromHomeDesignJobs
#OnlineWebDesignWork
#RemoteDesignOpportunities
#HireGraphicDesigners
#DigitalDesignCareers
# Dynamicbrand guru