Sydney Growth-Stage Marketing Lead for Funds & Wealth

Invested Talent; Sydney; On-site; AUD 120,000 - 180,000; Full time

Job summary

Invested Talent is helping a boutique investments client in Sydney recruit a Marketing Manager to shape the function during a growth phase. You will lead annual plans, launches, and events, while managing budgets and reporting outcomes.

You will collaborate with global teams, localise content for the Australian wholesale market, and guide marketing disciplines with a dedicated Associate. Strong experience in funds management and marketing automation is essential.

Qualifications

• 5+ years marketing experience within funds management, wealth or financial services.
• Track record managing marketing across multiple stakeholders or business lines at once.
• Strong campaign management skills, able to run an annual plan, a launch and an event programme concurrently.
• Hands-on experience with marketing automation and CRM systems.
• Confident engaging senior internal and external stakeholders across time zones.
• Sound commercial judgement on budgets and spend.
• Understanding of the regulatory environment for wholesale marketing material.
• Collaborative and team-oriented, comfortable working at pace in a small team.

Responsibilities

• Act as a key marketing point of contact for internal and external stakeholders, including global marketing and product teams
• Build and deliver annual marketing plans aligned to sales strategy and the distribution calendar
• Plan and deliver campaigns across launches, roadshows, conferences, content programmes and always-on activity
• Manage marketing budgets within agreed envelopes, including tracking, approvals and recharging
• Run regular WIP meetings with stakeholders and report on activity and outcomes
• Localise global content and collateral for the Australian wholesale market within relevant approval frameworks
• Lead a set of marketing disciplines across the business, working closely with a Marketing Associate
• Contribute to onboarding new products or business lines ahead of launch, taking on ownership once they move into business-as-usual
• Use Salesforce and marketing automation tools to track campaign performance and support reporting

Skills

Campaign management

Stakeholder management

Annual planning

Cross-functional collaboration

Strategic thinking

Education

Bachelor's degree in Marketing, Finance, Business or a related field

Tools

Salesforce

Pardot/Marketing Cloud Account Engagement

Job description

Invested Talent is helping a boutique investments client in Sydney recruit a Marketing Manager to shape the function during a growth phase. You will lead annual plans, launches, and events, while managing budgets and reporting outcomes.

You will collaborate with global teams, localise content for the Australian wholesale market, and guide marketing disciplines with a dedicated Associate. Strong experience in funds management and marketing automation is essential.