Associate Director of Marketing

Morningstar; Cape Town; Hybrid; ZAR 750,000 - 1,100,000; Full time

Job summary

A global investment management firm is seeking an Associate Director of Marketing in Cape Town to lead marketing strategies across EMEA and empower financial advisors. This role requires 8+ years of marketing experience, with a focus on financial services, and exceptional leadership skills. The hybrid work environment fosters collaboration and offers a range of benefits to support work-life balance.

Qualifications

• 8+ years of marketing experience, preferably in financial services.
• Proven experience in content development and go-to-market positioning.
• Strong leadership and communication skills are essential.

Responsibilities

• Develop and implement comprehensive marketing strategies.
• Create an annual marketing plan aligning with business goals.
• Collaborate with sales to create effective retention programs.

Skills

Marketing experience

Content development

Collaboration skills

Leadership

Understanding financial advisors

Job description

Overview

We’re looking for an Associate Director of Marketing to take responsibility for investment management marketing across the EMEA region, as well as a leadership role in the South African business.

In this role, you’ll be responsible for the full marketing lifecycle, from strategy to execution. You'll need to be audience-focused and understand the key trends and challenges faced by financial advisors today. Your main goal will be to empower advisors throughout EMEA by developing and implementing a high-impact, go-to-market plan with messaging that truly resonates.

What You\'ll Do

• Develop and implement a comprehensive marketing strategy for our EMEA Investment Management business.
• Create and execute an annual marketing plan that aligns with our business goals.
• Collaborate with sales and investment teams to build effective prospecting and client retention programs.
• Partner with the sales team to create a multi-format suite of sales enablement tools.
• Build strong relationships with key stakeholders and ensure program priorities are aligned.
• Share "voice of the customer" insights across the organization to optimize campaigns.
• Measure success and ROI, providing insights to stakeholders to continuously improve our efforts.

What You\'ll Bring

• 8+ years of marketing experience.
• Proven experience in content development, curation, and go-to-market positioning.
• Experience in marketing to a financial advisor audience is essential.
• Strong leadership, communication, and collaboration skills to work effectively with all levels of the organization.
• The ability to manage multiple complex projects and stakeholders simultaneously.
• A positive, collaborative attitude with excellent interpersonal skills.
• An understanding of the markets in which Morningstar operates and what drives success in our business.

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.

Morningstar Investment Management South Africa (Pty) Ltd