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Head of Marketing

Social Capital Resources LLC

Garden City, NY

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JOB DETAILS
SKILLS
Asset Management, Brand Marketing (Branding), Business Administration, CRM Integration, Chartered Financial Analyst (CFA), Chartered Institute of Management Accountants (CIMA), Competitive Analysis/Strategy, Due Diligence, Ecosystems, Finance, Financial Services, Industry/Trade Press, Investment Analysis, Investment Management, Investment Strategy, Marketing, Materials Analysis, Mentoring, Mutual Funds, Outbound Marketing, Pager, Power BI, Public/Media/Press/Analyst Relations, Registered Investment Advisor (RIA), Sales, Thought Leadership, Wealth Management
LOCATION
Garden City, NY
POSTED
30+ days ago

Investment Management on Long Island is seeking a Director of Marketing for a full-time position!

Responsibilities:

  • Manage overall marketing efforts of the firm
  • Build integrated marketing programs that support the distribution of our mutual funds, ETFs, and separately managed accounts (SMAs)
  • Build and champion the firm's brand identity, value proposition, and messaging across all channels and audiences.
  • Create and maintain a robust library of sales materials including pitch books, one-pagers, due diligence materials, and competitive analyses for mutual funds, ETFs, and SMAs.
  • Design and execute wholesaler enablement programs to improve field effectiveness and consistency of messaging.
  • Build, mentor, and lead a high-performing marketing team including internal staff, agencies, and freelance vendors.
  • Manage media and public relations strategy, including industry press, trade publications, and conference opportunities.
  • Lead award submissions, industry recognition opportunities, and Morningstar/ratings profile management.
  • Translate complex investment strategies and product capabilities into clear, compelling narratives for advisor and institutional audiences.

Qualifications:

  • 10+ years of progressive marketing experience
  • 5+ years in asset management, wealth management, or financial services.
  • Proven managerial experience
  • Proven expertise marketing to financial advisors, RIAs, broker-dealers, or institutional consultants.
  • MBA or advanced degree in Marketing, Finance, or related field; CFA or CIMA a plus.
  • Deep familiarity with investment product types including mutual funds, ETFs, and separately managed accounts.
  • Experience at a boutique or mid-sized investment manager with direct distribution through intermediary channels.
  • Familiarity with CRM integrations, Seismic, HubSpot, Power Bi and marketing analytics platforms.
  • Working knowledge of the SMA/UMA platform landscape and model delivery ecosystems (e.g., Envestnet, Orion, SEI).
  • Prior experience working directly with portfolio managers on thought leadership and investment content.

About the Company

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Social Capital Resources LLC