Investment Marketing Specialist

Brown Advisory; Baltimore (MD); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401(k) match

Wellness program

Parental leave

Job summary

Brown Advisory, based in Baltimore and Washington, DC, seeks an Investment Marketing Specialist to craft investment content and messaging for private clients, endowments and institutions. You will partner with investment, product, sales and marketing teams to translate complex ideas into clear, client-ready narratives and deliver high‑quality materials.

The role emphasizes strong writing, project management, and a client‑focused approach, with in‑office work required.

Qualifications

• Bachelor’s degree in marketing, communications, finance, business, economics, or related field.
• 5-8 years of experience in investment management or financial services marketing, including translating complex investment concepts for private and institutional audiences.
• Strong writing, editing and verbal communication skills with the ability to create compelling content.
• Proficiency in PowerPoint, Word, and Excel; experience with CRM and marketing automation preferred.

Responsibilities

• Support development and execution of investment marketing initiatives aligned with PCE&F goals.
• Collaborate with CIO, ISG, OCIO and PIA teams to deliver investment commentary and content.
• Create, edit and maintain marketing materials including pitch books, presentations, fund overviews and thought leadership content.
• Translate complex investment ideas into clear, client-ready narratives; tailor messaging for client segments.

Skills

Content development

Investment marketing

Written communication

Digital marketing

Project management

Cross-functional collaboration

Education

Bachelor’s degree in marketing

Tools

PowerPoint

Excel

CRM systems

Marketing automation

Job description

Company Overview

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

Brown Advisory is seeking a collaborative, strategic, and detail-oriented marketing professional to join the Private Client, Endowments & Foundations (PCE&F) team as an Investment Marketing Specialist. This role is ideal for a marketing professional with experience in investment management or financial services marketing who is passionate about investment storytelling, messaging, and client engagement.

The Investment Marketing Specialist will support the development and execution of investment content and communication initiatives that position Brown Advisory’s investment capabilities effectively for private clients, consultants, endowments, foundations, and institutional investors. This individual will work closely with investment, product, sales, and marketing teams to create compelling investment content and deliver high-quality materials that communicate Brown Advisory’s investment philosophy, market perspectives, and differentiated capabilities.

The successful candidate will combine strong writing and project management skills with creativity, attention to detail, and the ability to translate complex investment concepts into clear, client-focused messaging. This person will be based out of our Baltimore, MD or Washington, DC office.

Key Responsibilities

Content Development

• Support the development and implementation of investment marketing initiatives aligned with the goals of the PCE&F business, Chief Investment Office (CIO), Investment Solutions Group (ISG), OCIO and Private Investment Advisory (PIA) teams.
• Partner with the Institutional Marketing team to help deliver investment commentary and content related to Brown Advisory’s single-strategy public equity and fixed income offerings that are relevant to the PCE&F audience.
• Create, edit, and maintain marketing materials including pitch books, presentations, fund overviews, commentaries, case studies, fact sheets, and thought leadership content.
• Partner with investment, research, and product teams to translate complex investment ideas into clear, compelling, and client-ready narratives.
• Assist in tailoring messaging for different client segments while ensuring consistency with Brown Advisory’s brand standards.
• Contribute to the development of content supporting strategy updates, investment insights, product launches, and client engagement initiatives.

Marketing Campaigns & Digital Engagement

• Coordinate and execute digital marketing initiatives including email campaigns, webinars, podcasts, videos, and other multimedia content.
• Work closely with digital marketing teams to support engagement campaigns and sales enablement efforts.
• Help track and analyze campaign effectiveness and engagement metrics to support ongoing marketing strategy refinement.
• Support content distribution across marketing channels and platforms.

Client & Sales Support

• Partner with client-facing teams to curate materials for prospect meetings, finals presentations, and client communications.
• Assist in the preparation and delivery of quarter-end materials and updates.
• Support BD teams by developing timely and actionable marketing touchpoints.
• Collaborate across departments to ensure alignment and consistency in messaging and client communications.

Content Management & Operational Support

• Manage workflows related to content updates, approvals, and compliance reviews.
• Coordinate routine updates to marketing collateral and ensure materials remain accurate and current.
• Maintain organized processes for marketing deliverables, timelines, and project management.
• Partner with compliance teams to ensure all marketing materials meet regulatory and legal standards.

Qualifications

• Bachelor’s degree in marketing, communications, finance, business, economics, or a related field.
• 5-8 years of experience in investment management, asset management, alternatives, or financial services marketing preferred, including experience translating complex investment concepts and market commentary into clear, compelling content for private clients and institutional audiences.
• Strong understanding of investment concepts and financial markets; familiarity with private markets and alternative investments is a plus.
• Excellent writing, editing, and verbal communication skills with the ability to create compelling and compliant content.
• Proficiency in Microsoft PowerPoint, Word, and Excel.
• Experience managing multiple projects and deadlines in a fast-paced environment.
• Familiarity with CRM systems, marketing automation platforms, and digital marketing tools preferred.
• Strong analytical, organizational, and project management skills.
• Ability to work collaboratively across teams and build effective working relationships.
• Ability to work in-office five days per week and travel as needed.

Preferred Attributes

• Creative thinker with an eye for presentation design and visual storytelling.
• Detail-oriented and highly organized with strong follow-through.
• Positive, proactive, and client-service-oriented mindset.
• Comfortable balancing strategic thinking with hands‑on execution.
• Strong interpersonal skills and ability to collaborate effectively across functions.
• Passion for investing, financial markets, and delivering exceptional client experiences.

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

MD Salary:

$80-150k; Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role.

DC Salary:

$115-150k; Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role.

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.

• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment InsuranceShort Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.