Marketing Executive Opportunity, Investment Solutions
"Client Communications, Campaigns, Connectivity & Conferences"
Are you a strategic marketer with a passion for investment solutions and client engagement? I am seeking a dynamic Marketing Executive to join my clients Wholesale Distribution team.
This is a fantastic opportunity to lead impactful marketing initiatives that connect financial advisers and investment professionals with a diverse suite of funds.
- Sydney, CBD.
- Full Australian working rights.
What You’ll Do:
- Collaborate with the Head of Marketing to shape and execute the marketing strategy across investment products.
- Manage the marketing content calendar and deliver timely, relevant communications to the adviser network.
- Prepare and distribute monthly EDMs for each investment manager, highlighting fund updates, performance, and thought leadership.
- Lead the industry conference sponsorship strategy, from identifying opportunities to coordinating participation.
- Partner with investment managers to develop and distribute compelling content across digital channels.
- Create compliant marketing collateral including fund flyers, videos, and profiles.
- Maintain a consistent messaging framework across all fund materials in collaboration with Sales and Marketing.
- Build and manage a document/data room for consultants and researchers, ensuring automated updates via Microsoft Dynamics 365.
- Ensure high-quality data capture in the CRM to support segmentation, reporting, and campaign success.
- 5+ year's marketing experience
- Proven experience in financial services marketing, ideally within investment management.
- Strong communication and stakeholder engagement skills.
- Experience with CRM systems (preferably Microsoft Dynamics 365).
- Ability to manage multiple projects and deadlines with precision.
- A collaborative mindset and a passion for delivering high-impact marketing.
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
