Marketing Leader for Insurance Finance & Equity Research

Lyneer Search Group; Juno Beach (FL); On-site; USD 150,000 - 190,000; Full time

Job summary

Lyneer Search Group seeks a marketing leader for an investment bank focused on insurance. You will build the playbook for research distribution, deal marketing, digital presence, and investor events, reporting to the C-suite.

You’ll own the distribution channels, craft client-facing materials, and coordinate with Compliance, Legal, and AI teams to ensure brand consistency and regulatory alignment.

Qualifications

• 4+ years in marketing or communications, ideally at a sell-side research firm, investment bank or asset manager.
• Familiarity with FINRA-regulated communications.
• Experience with Salesforce or a research distribution platform, PowerPoint, and Adobe Creative Suite or Canva.
• Writing that turns technical insurance and financial content into clear client-facing material.
• Financial services fluency. Bachelor's degree preferred, insurance knowledge a strong plus.

Responsibilities

• Distribute equity research and morning notes to institutional clients, and grow the CRM behind it.
• Produce pitch books, teasers and tombstones for M&A mandates after FINRA clearance.
• Own the website, LinkedIn and firm collateral under one visual and editorial standard.
• Work with the firm's AI leadership on how the firm appears in AI-assisted search.
• Plan investor conferences, non-deal roadshows and insurance industry events.
• Build the approval and recordkeeping process with Compliance and Legal.

Job description

Lyneer Search Group seeks a marketing leader for an investment bank focused on insurance. You will build the playbook for research distribution, deal marketing, digital presence, and investor events, reporting to the C-suite.

You’ll own the distribution channels, craft client-facing materials, and coordinate with Compliance, Legal, and AI teams to ensure brand consistency and regulatory alignment.