Director, North America Wealth & Individual Investor Marketing
Core
Lead marketing strategy and execution for wealth management and individual investor segments across U.S. intermediary and retail channels.
Role type
Director, Wealth & Individual Investor Marketing
Builds
Marketing programs for separately managed accounts, direct indexing, ETFs, model strategies, private markets, and mutual funds.
Domain
Asset Management / Financial Services
Deliverable
product features
Required skills
Strategic marketing leadership, multi-channel campaign management, product lifecycle management, sales enablement, data analytics, budget management, cross-functional collaboration
Preferred skills
Experience with paid media and digital demand generation, thought leadership development, vendor coordination
Technologies
Digital marketing platforms, email marketing tools, webinars, social media, analytics tools
Responsibilities
Develop and execute growth marketing strategy for U.S. Advisor & Intermediary Solutions; Lead planning and execution of integrated campaigns; Manage campaign timelines, budgets, and vendor coordination; Develop KPIs and performance measurement frameworks; Partner with sales and product teams to shape go-to-market priorities.
Seniority
Director, strategic leadership with hands-on execution
