Fund Marketing Manager

Haverkamp Group, Inc.; Ames (IA); On-site; USD 90,000 - 130,000; Full time

Job summary

Haverkamp Group, Inc. in Ames, IA is seeking a Fund / Investor Marketing Manager to lead strategies that build investor awareness, generate qualified inbound leads, and support capital-raising objectives.

This role collaborates with finance, asset management, compliance, subject-matter experts, and the marketing team to deliver accurate, compliant, and institutional-quality investor marketing. It is an on-site position at our Ames, IA office.

Qualifications

• Three to seven or more years of experience in financial services, investment marketing, real estate investment marketing, or a related field.
• Experience developing lead-generation and nurture strategies.
• Strong writing, messaging, digital marketing, and project-management skills.
• Ability to translate complex financial concepts into clear communications.
• Experience using campaign data to improve marketing performance.
• Strong attention to detail and comfort working in a regulated environment.

Responsibilities

• Lead investor marketing and funnel management, including lead capture, segmentation, nurture campaigns, CRM workflows, and conversion tracking.
• Manage HubSpot or a comparable marketing automation platform.
• Establish processes for qualifying and transferring investor inquiries to appropriately licensed representatives.
• Develop clear positioning and messaging for funds and investment offerings.
• Create integrated marketing plans for fund launches, investment opportunities, and investor education.
• Lead investor email, newsletter, educational content, and nurture strategies.
• Direct the development of pitch decks, one-pagers, fund summaries, case studies, landing pages, and digital content.
• Provide strategic direction and content briefs to internal and external marketing resources.
• Maintain a library of current, approved, and compliance-ready materials.
• Develop marketing plans for webinars, dinners, presentations, and investor events.
• Coordinate audience targeting, promotion, registration, lead capture, and follow-up.
• Track event engagement and resulting investor opportunities.
• Establish KPIs for investor marketing and report performance to leadership.

Skills

Financial services

Investment marketing

Lead generation

Digital marketing

Project management

Writing

Regulated environment

Tools

HubSpot

Job description

The Fund / Investor Marketing Manager will lead marketing strategies that build investor awareness, generate qualified inbound leads, and support capital-raising objectives. This role will create a scalable system for attracting, educating, and nurturing prospective investors.

The position will partner with finance, asset management, compliance, subject-matter experts, and the marketing team to deliver accurate, compliant, and institutional-quality investor marketing.

This is a marketing and lead-generation role. It does not include direct solicitation, investment recommendations, or activities requiring securities registration.

This is an on-site position at our Haverkamp Group Ames, IA office.

Key Responsibilities

Investor Lead Generation and Funnel Management

• Develop strategies that generate qualified investor interest.
• Own the investor marketing funnel, including lead capture, segmentation, nurture campaigns, CRM workflows, and conversion tracking.
• Manage HubSpot or a comparable marketing automation platform.
• Establish processes for qualifying and transferring investor inquiries to appropriately licensed representatives.

Fund Positioning and Campaign Strategy

• Develop clear positioning and messaging for funds and investment offerings.
• Translate investment strategies, performance, and market opportunities into investor-friendly narratives.
• Create integrated marketing plans for fund launches, investment opportunities, and investor education.
• Ensure consistent messaging across campaigns, events, materials, and digital channels.

Investor Communications and Content

• Lead investor email, newsletter, educational content, and nurture strategies.
• Direct the development of pitch decks, one-pagers, fund summaries, case studies, landing pages, and digital content.
• Provide strategic direction and content briefs to internal and external marketing resources.
• Maintain a library of current, approved, and compliance-ready materials.

Digital Marketing and Events

• Manage investor-focused strategies across the website, email, LinkedIn, paid media, and landing pages.
• Develop marketing plans for webinars, dinners, presentations, and investor events.
• Coordinate audience targeting, promotion, registration, lead capture, and follow-up.
• Track event engagement and resulting investor opportunities.

Analytics and Optimization

• Establish key performance indicators for investor marketing.
• Track lead generation, campaign engagement, conversions, and marketing-attributed opportunities.
• Provide performance reporting and recommendations to leadership.
• Manage the investor marketing budget and optimize campaigns based on results.

Compliance Coordination

• Coordinate compliance review and approval of investor-facing communications.
• Maintain documentation of approved materials and campaigns.
• Ensure marketing activities remain separate from securities-related activities requiring registration or licensing.

Requirements

Required

• Three to seven or more years of experience in financial services, investment marketing, real estate investment marketing, or a related field.
• Experience developing lead-generation and nurture strategies.
• Strong writing, messaging, digital marketing, and project-management skills.
• Ability to translate complex financial concepts into clear communications.
• Experience using campaign data to improve marketing performance.
• Strong attention to detail and comfort working in a regulated environment.

Preferred

• Experience marketing private placements, investment funds, or alternative investments.
• Experience communicating with accredited or high-net-worth investors.
• Familiarity with securities marketing compliance.
• Experience with HubSpot or a comparable platform.
• Familiarity with real estate investment terminology and fund structures.