Marketing Manager – Financial Services (IBD/Asset Management)
Location: Brighton, MA
Job Type: Contract
Company: IDR
Category: Management
Job Description Apply Now
The role of Marketing Manager – Financial Services (IBD/Asset Management) is a critical position within a dynamic organization focused on enhancing access to alternative investments for financial advisors and their clients. The primary responsibility of the Marketing Manager – Financial Services (IBD/Asset Management) is to drive strategic marketing initiatives within the independent broker-dealer (IBD) segment, ensuring the organization’s brand and investment offerings reach a broader audience within the asset management sector. This position is designed for individuals with a strong background in financial marketing, particularly those with experience supporting private wealth distribution and IBD firms.
As a Marketing Manager – Financial Services (IBD/Asset Management), you will collaborate closely with distribution teams and business partners to support corporate objectives and deliver innovative marketing solutions. The successful candidate will play a significant role in executing multi-channel marketing campaigns, managing marketing collateral, and coordinating both digital and in-person events to foster relationships with financial advisors. Your expertise in data-driven marketing and strong project management will be vital in driving campaign performance and optimizing strategies for maximum impact within the financial services and asset management landscape.
Located in Brighton, MA, this full-time position offers the unique opportunity to join a reputable and growing organization with a collaborative, team-oriented culture. The company’s commitment to employee growth and inclusion is reflected in its competitive compensation, comprehensive benefits package, and recognition as a leader within the industry. If you are passionate about financial services marketing and eager to make a meaningful impact, this is the ideal role for you.
Marketing Manager – Financial Services (IBD/Asset Management) Summary- Lead marketing initiatives targeting the independent broker-dealer (IBD) segment within the financial services and asset management industry.
- Support the company’s mission to expand access to alternative investments for individual investors and financial advisors.
- Collaborate with business partners to align marketing strategies with distribution goals.
- Work in a full-time capacity within a team that values innovation, professional growth, and inclusivity.
- Develop, execute, and monitor strategic multi-channel marketing campaigns geared toward IBD advisors and private wealth distribution channels.
- Create, manage, and maintain marketing collateral that supports the company’s distribution team and adheres to investment guidelines.
- Lead the delivery and assessment of paid media campaigns across digital and sponsored platforms, utilizing analytics to evaluate campaign performance and refine marketing approaches.
- Plan, organize, and facilitate both in-person and virtual events to strengthen relationships with financial advisors and enhance brand visibility.
- Coordinate with cross-functional teams to ensure marketing initiatives are effectively executed and aligned with broader business objectives.
- Maintain compliance with regulatory standards and best practices in financial marketing.
- Competitive compensation package tailored to experience and industry standards.
- Comprehensive benefits, including Medical, Dental, Vision, and Life Insurance.
- Employee Stock Ownership Program (ESOP).
- Opportunity to join an industry-leading organization recognized for its team-oriented culture.
- Access to a collaborative environment that fosters professional growth and development.
- Recognition as a Best of Staffing® Client and Talent Award winner for 12 consecutive years.
- Minimum of 3 years’ experience in financial marketing, with an emphasis on private wealth distribution and IBD channels.
- Proven project management skills, with the ability to prioritize and manage multiple projects in a fast-paced environment.
- Strong proficiency in data-driven marketing, including the use of analytics platforms to inform decision-making and optimize campaign performance.
- Excellent communication and interpersonal skills, with demonstrated success in building constructive relationships and collaborating across diverse teams.
- Self-motivated, detail-oriented, and committed to continuous learning and professional advancement.
- Experience supporting marketing and distribution efforts in the financial services or asset management sector, particularly with a focus on independent broker-dealers.
- Ability to thrive in a team-oriented, growth-focused environment.
- Strong organizational skills and adaptability to changing business needs.
- Enthusiasm for driving innovation in financial marketing and contributing to organizational success.
- The Marketing Manager – Financial Services (IBD/Asset Management) position is based in Brighton, MA, a vibrant area known for its strong business community and opportunities for professional networking.
- The organization is committed to fostering an inclusive workplace and provides opportunities for career development through comprehensive training and mentorship programs.
- Candidates will join a company with more than 25 years of proven industry experience across major markets.
- Applicants are encouraged to apply by clicking the job application button to become part of a driven, innovative, and supportive team environment.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. IDR is subject to certain governmental recordkeeping and reporting requirements for the administration of civil rights laws and regulations. In order to comply with these laws, we invite employees to voluntarily self-identify their race or ethnicity, gender, and veteran status (if applicable). Submission of this information is voluntary and refusal to provide it will not subject you to any adverse treatment. The information obtained will be kept confidential and may only be used in accordance with the provisions of applicable laws, executive orders, and regulations, including those that require the information to be summarized and reported to the federal government for civil rights enforcement. You may access this form here.