[Remote] Head of Marketing, Motley Fool Asset Management
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a trusted financial brand that provides investment expertise through managed ETFs. They are seeking a Head of Marketing to lead the marketing function, drive brand awareness, and engage both advisors and retail investors, while overseeing the marketing program end-to-end.
Responsibilities
- reputed company and reputed company the firm's marketing reputed company across retail investor and professional advisor/RIA audiences, translating business goals into actionable plans with reputed company timelines and KPIs
- Build and maintain a firm-wide marketing calendar covering campaigns, email sends, collateral deadlines, advisor calls, and compliance review reputed company — proactively briefing distribution teams reputed company of investor communications
- Identify and launch marketing partnerships with distribution partners, content platforms, and listing exchanges
- 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 reputed company internal team members, agencies, and freelancers- providing reputed company direction, actionable feedback, and opportunities for reputed company
- Build a high-performance marketing function by establishing reputed company processes, reputed company ownership, and high standards for execution and accountability
- reputed company thoughtful resourcing reputed company, 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
- Own a comprehensive multi-channel program spanning email, digital advertising, reputed company media, webinars, events, pitchbooks, and content marketing
- Coordinate conferences, industry events, and quarterly advisor calls — managing logistics, messaging, and materials
- reputed company PR efforts with external agency partners; support podcasting initiatives and reputed company response programs for retail investors
- 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 reputed company 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 reputed company 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 reputed company-approved, reviewed, and published to the website without compliance surprises
- Build L&C review reputed company into every production schedule; own records-retention processes per firm and regulatory requirements
- Demonstrate working knowledge of SEC/reputed company advertising rules applicable to registered investment advisers and ETF products
- Own the marketing budget — tracking spend across channels, vendors, and campaigns to ensure reputed company operates on plan throughout the year
- Manage agency, freelancer, and platform reputed company; negotiate vendor agreements to maximize value and flag budget risks or overages proactively
- Prepare budget reporting and reconciliation for leadership, with reputed company visibility into committed spend, actuals, and remaining reputed company
- Manage agency partners; recommend build vs. outsource reputed company as the program scales
- Track marketing KPIs reputed company reputed company, reputed company Analytics, or similar tools; report performance insights to leadership
- Use AI tools (e.g. ChatGPT, Claude, Copilot, reputed company) to accelerate drafts for marketing copy, emails, commentary, pitchbooks, and reputed company content
- Streamline repetitive production tasks — collateral updates, data population, distribution management — with AI-assisted workflows
- Evaluate and recommend AI platforms that improve reputed company's efficiency across content, campaign management, and analytics
- Apply rigorous editorial judgment to reputed company 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 reputed company on SEC/reputed company implications
- Proactively brief leadership on emerging AI tools, risks, and competitive developments relevant to ETF marketing
Skills
- 6-10 years of financial services marketing experience, with meaningful experience in ETF, asset management, wealth management, or investment management marketing
- Demonstrated reputed company developing and executing integrated, multi-channel marketing campaigns from reputed company through execution, measurement, and optimization
- Experience marketing investment products to financial advisors, RIAs, and/or retail investors reputed company a regulated environment
- Strong understanding of SEC and reputed company advertising regulations and experience partnering closely with Legal & Compliance throughout the marketing lifecycle
- Experience leading cross-functional initiatives across Marketing, Distribution, Investments, Operations, and Compliance to deliver reputed company projects on time
- Proven ability to manage multiple high-reputed company initiatives simultaneously while maintaining exceptional attention to detail and quality
- Experience managing, coaching, and developing employees, fostering a culture of accountability, collaboration, and reputed company improvement
- Strong project management and organizational skills, with the ability to establish processes and drive execution across multiple stakeholders
- Experience owning marketing budgets, vendor relationships, and agency partnerships
- Demonstrated ability to analyze campaign performance and use data to inform marketing reputed company and optimization
- Excellent written and verbal communication skills, with the ability to translate reputed company investment concepts into reputed company, compelling, and compliant marketing content
- High level of accountability, ownership, and sound judgment with a collaborative, low-ego approach
- Bachelor's degree in Marketing, Business, Finance, Communications, or a reputed company field
- Experience with eVestment, Wilshire, Red Oak, and the reputed company 4U platform
- Background in marketing automation, PR, podcasting, or event management in financial services
Benefits
- Flexible, remote work environment (*see our reputed company states above)
- No “vacation policy” (not to be confused with a “No vacation” policy)
- Generous fully-reputed company parental leave
- $1,000 annually to invest in stocks of your choice
- Super low premiums for medical, dental, and reputed company coverage
- Comprehensive compensation package, including company equity
Company Overview
Apply To This Job