Marketing Operations Manager

Virtus Investment Partners, Inc; Los Angeles (CA); On-site; USD 115,000 - 140,000; Full time

Benefits offered by this job

Competitive pay

Medical, Dental, and Vision insurance

Life and Disability insurance

Health Savings Account with company m

Job summary

Virtus Investment Partners, Inc is seeking an Investment Marketing Operations Lead to own the end-to-end production of investment collateral, from fact sheets to presentations. This role operates individually, coordinating with Investments, Marketing, Compliance and external vendors to ensure timely, high-quality deliverables.

The ideal candidate brings 6–10+ years in marketing operations within financial services, strong project discipline, and a proven ability to streamline processes while

Qualifications

• 6–10+ years in marketing operations, investment marketing, or production management.
• Hands-on experience managing complex, deadline-driven production cycles.
• Familiarity with investment collateral types and approval workflows.
• Experience partnering with Compliance and regulated content review processes.
• Strong project and process management with attention to detail.
• Highly organized, proactive, and able to work independently.
• Strong cross-functional communication and stakeholder management.
• U.S. citizenship or lawful permanent residency required.

Responsibilities

• Own end-to-end process for creation, updates, and production of investment collateral.
• Coordinate across Investments, Marketing, Compliance, and external vendors.
• Translate inputs into clear production plans with timelines and ownership.
• Lead quarter-end investment content production cycle with deadlines.
• Identify bottlenecks, dependencies, and risks; adjust workflows to maintain timelines.
• Refine quarter-end processes to reduce cycle time and manual effort.
• Design, document, and maintain standardized workflows for content production.
• Manage project tracking, version control, approvals, and handoffs.
• Partner with Compliance to ensure materials meet regulatory and brand standards.
• Collaborate with portfolio managers, analysts, marketing, compliance, and operations.
• Act as operational partner to enable investment team to focus on content and insights.
• Coordinate with external vendors on production schedules, revisions, and delivery quality.
• Identify opportunities to introduce tools, templates, automation, or standardization.
• Develop best practices for repeatable, scalable content production.

Skills

Cross-functional communication

Stakeholder management

Project management

Process improvement

Independent work

Deadline-driven

Education

Bachelor’s degree in Marketing, Communications, Finance, or related field

Job description

Investment Marketing Operations Lead

We are seeking a highly organized, execution-focused investment marketing operations lead to serve as the end-to-end owner of the investment collateral creation and production process. This is an individual contributor role (no people management).

Responsibilities include orchestrating the quarterly production cycle for investment materials, partnering closely with Investments, Marketing, Compliance, and external vendors to ensure timely, high-quality, and compliant deliverables.

Core Responsibilities

• Own the end-to-end process for creation, updates, and production of investment collateral, including fact sheets, commentaries, presentations, and related materials.
• Serve as the single point of coordination across Investments, Marketing, Compliance, and external design/printing partners.
• Translate inputs from investment teams into clear production plans with defined timelines, milestones, and ownership.
• Lead the quarter-end investment content production cycle, ensuring deadlines are met across all strategies.
• Identify bottlenecks, dependencies, and risks early; proactively adjust workflows to maintain timelines.
• Continuously refine and streamline quarter-end processes to reduce cycle time, rework, and manual effort.
• Design, document, and maintain standardized workflows for investment content production.
• Manage project tracking, version control, approvals, and handoffs across teams.
• Partner with Compliance to ensure all materials meet regulatory and brand standards prior to release.
• Work closely with portfolio managers, analysts, marketing, compliance, and operations to align on priorities and delivery expectations.
• Act as a trusted operational partner to the investment team, enabling them to focus on content and insights rather than logistics.
• Coordinate with external vendors to manage production schedules, revisions, and delivery quality.
• Identify opportunities to introduce tools, templates, automation, or standardization to improve efficiency.
• Develop best practices for repeatable, scalable investment content production as the platform grows.

Qualifications & Experience

• Bachelor’s degree in Marketing, Communications, Finance, or a related field.
• 6–10+ years of experience in marketing operations, investment marketing, creative services, or production management—preferably within investment management, asset management, or financial services.
• Hands‑on experience managing complex, deadline‑driven production cycles (quarter‑end experience strongly preferred).
• Strong familiarity with investment collateral types and approval workflows.
• Experience partnering with Compliance and regulated content review processes.
• Exceptional project and process management skills with strong attention to detail.
• Highly organized, proactive, and comfortable operating independently.
• Strong cross‑functional communication and stakeholder management skills.
• Ability to thrive in fast‑paced, deadline‑driven environments.
• Process‑oriented mindset with a continuous improvement approach.
• This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.

Benefits

• Competitive pay: $115,000.00 to $140,000.00 plus applicable bonuses and incentives.
• Medical, Dental, and Vision insurance starting on day1.
• Life and Disability insurance.
• Health Savings Account with a company match.
• Flexible Spending Accounts, including dependent care.
• Wellness program.
• Tuition reimbursement.
• 24‑hour employee assistance program.
• Adoption assistance.
• Paid family care time.
• Paid volunteer days.

EEO Statement

KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.