Invested Talent is currently partnering with a global investment management firm as they look for an experienced marketing leader to own their direct retail marketing strategy and customer growth plan. This is a senior, hands‑on leadership role for a commercially‑minded marketer who wants genuine ownership of brand, acquisition, lead nurture, conversion and advocacy, not just a piece of the funnel.
About the business
Our client is a global investment management firm with a significant international footprint and a diverse product range. As they continue to grow their direct retail investor base, they're looking for a senior marketing leader to own the strategy end‑to‑end and work closely with specialists across Content, CRM & Data, Digital Experience, and Events & Partnerships to deliver exceptional campaigns and customer experiences.
Key responsibilities
- Develop and own the retail marketing strategy in partnership with the Head of Marketing, translating it into annual and quarterly plans across brand, demand generation, lead nurture, conversion and advocacy
- Lead initiatives that strengthen brand awareness, familiarity and consideration among retail investors, developing integrated campaigns across paid, owned, earned and partnership channels
- Own retail lead generation strategies and campaigns, partnering on automated nurture, lifecycle marketing and personalisation to improve conversion and lifetime value
- Identify, develop and manage strategic partnerships with financial media, content creators, podcast hosts, investment communities and platforms
- Lead the development and execution of integrated campaigns through close collaboration with creative, digital, media, research and specialist agency partners
- Establish clear KPIs, reporting frameworks and dashboards, monitoring campaign performance and running post-campaign reviews to continuously optimise targeting, messaging and channels
- Lead and develop direct reports, fostering a culture of collaboration, accountability and commercial focus
Hiring criteria
- 10+ years' experience in retail, direct‑to‑consumer, customer acquisition, growth or integrated marketing roles
- Tertiary qualification in Marketing, Communications or a related discipline
- Financial services, wealth management, investment, superannuation or fintech experience preferred, though exceptional consumer marketers from outside the industry will be strongly considered
- Proven experience developing marketing strategy and translating it into successful campaign plans and commercial outcomes
- Demonstrated success building brands, increasing awareness and driving customer acquisition at scale
- Experience working with CRM and marketing automation platforms, including segmentation, nurture programs and performance measurement
- Proven ability to manage and influence external agencies across creative, media, digital and production disciplines
- Experience building strategic partnerships and leveraging media, content and influencer relationships
- Strong analytical capability and excellent stakeholder management and communication skills