Director, Advisor Consulting Marketing & Strategy
10+ years
Columbus, Ohio Metropolitan Area
Full-time
Onsite
1 month ago
About the role
Primary Responsibilities
Strategic Partnership
Integrated Campaign Execution
Executive Marketing & Branding
AI-Driven Marketing Enablement
Leadership and Cross-Functional Collaboration
Requirements
Key Performance Indicators (KPIs)
Strategic Partnership
- Serve as the marketing business partner to the Advisor Consulting Investment Team and Distribution Leadership.
- Translate investment strategy and positioning into marketing initiatives that support growth in Meeder’s fund models, Private Wealth, and Meeder Edge solutions.
Integrated Campaign Execution
- Lead content and campaign development for Advisor Consulting investment solutions across channels (email, digital, events, webinars, print).
- Develop segmented marketing journeys aligned to advisor personas and channel-specific strategies.
Executive Marketing & Branding
- Drive Meeder Investment Management’s corporate brand positioning, voice, and messaging architecture.
- Own the marketing roadmap for corporate brand, PR, webinars, and conference presence.
- Partner with Executive Leadership on high-visibility campaigns and initiatives.
AI-Driven Marketing Enablement
- Champion the use of Generative AI tools (e.g., ChatGPT, Copy.ai) to accelerate content creation, ideation, and campaign testing.
- Collaborate with Data & Tech teams to incorporate AI in performance tracking and marketing automation.
- Continually assess emerging AI capabilities to advance marketing productivity and personalization.
Leadership and Cross-Functional Collaboration
- Lead cross-functional collaboration with design, data, compliance, and distribution partners.
- Manage agency and vendor relationships where applicable.
- Lead, mentor, or influence junior marketing resources (matrix or direct).
Requirements
- Bachelor’s degree in marketing, Finance, Business, or related field; MBA or CFA preferred.
- 10+ years of experience in financial services marketing or investment product strategy; asset management or RIA marketing preferred.
- Strong understanding of investment solutions (mutual funds, SMAs, managed accounts) and advisor distribution models.
- Executive presence and ability to influence senior leadership.
- Proficiency in content strategy, integrated campaign execution, and sales enablement.
- Demonstrated ability to work effectively in cross-functional teams with a strategic mindset.
- Advanced proficiency with digital marketing tools, CRM systems, and marketing automation platforms.
- Experience using or managing Generative AI tools to enhance content development and marketing scale.
Key Performance Indicators (KPIs)
- Growth in AUM from Advisor Consulting-sourced solutions
- Advisor engagement rates and digital campaign conversion
- Content adoption by Distribution and Investment Teams
- Contribution to lead generation and retention metrics
- Brand awareness and perception metrics
- Webinars and thought leadership engagement metrics
- Campaign velocity and marketing cycle efficiency with AI integration
Skills
Financial Services