LHH is partnered with a well-established investment organization is seeking a full-time, Investment Marketing Associate to support growth within the financial advisor and private wealth marketplace.
This individual will develop marketing campaigns and sales materials that help financial advisors and Registered Investment Advisers understand and adopt the firm’s investment solutions. The role combines investment product marketing, digital campaign execution, sales enablement, content development, product launches, and regulatory review.
The ideal candidate understands how to communicate complex investment strategies to an advisor audience and has experience marketing registered investment products within an asset management, alternative investments, or financial services organization.
Location: Chicago, IL or New York, NY | Hybrid | Relocation not available
Compensation: $95K-$120K
Benefits offerings for full-time employment include collaborative work environment, medical, dental, and more, 401k plan, PTO, bonus opportunity, and other perks.
Role Requirements:
- Bachelor's Degree in Marketing, Business, Digital Marketing, Journalism or similar.
- Minimum 4 years of marketing experience within an asset management, alternative investment firm, wealth-management organization, or related financial services company.
- Direct experience marketing registered investment products.
- Experience creating investment marketing materials for financial advisors, RIAs, intermediaries, or other wealth-channel audiences.
- Knowledge of the Legal and Compliance review process for investment marketing materials.
- Working familiarity with FINRA Rule 2210 and the SEC Marketing Rule.
- Hands-on digital marketing experience across email, marketing automation, website content, LinkedIn, audience segmentation, and nurture campaigns.
- Strong writing and editing skills, with the ability to simplify complex investment strategies and financial concepts.
- Demonstrated ability to use campaign metrics and digital engagement data to evaluate performance and improve marketing activity.
- Ability to independently manage multiple projects, stakeholders, approvals, and deadlines.
- Proficiency in Microsoft PowerPoint and Adobe InDesign, or comparable presentation and design tools.
- Experience in HubSpot, Salesforce or other CRM tools.
- Familiarity with web, social, and marketing campaign analytics tools.
What You Will Do:
- Develop integrated marketing campaigns designed to increase awareness, engagement, and adoption among financial advisors and RIAs.
- Support the marketing of registered investment products across email, web, social media, advisor events, sales presentations, and other client-facing channels.
- Coordinate investment product and fund launches, including project timelines, content development, asset creation, sales enablement, campaign execution, and post-launch follow-up.
- Create and maintain advisor-facing materials such as pitch books, fact sheets, product profiles, quarterly updates, investment presentations, and thematic content.
- Translate institutional investment content and complex financial concepts into clear, compelling messaging for financial advisors and wealth-management audiences.
- Manage materials through Legal and Compliance review, ensuring alignment with applicable regulatory requirements.
- Execute digital marketing programs using email marketing, marketing automation, website content, LinkedIn, audience segmentation, and lead-nurture campaigns.
- Support webinars, advisor conferences, and industry events, including audience selection, invitations, speaker coordination, presentation materials, and follow-up communications.
- Partner closely with sales, product, investment, compliance, creative, and broader marketing teams.
- Monitor campaign performance and digital engagement, gather feedback from sales teams, and recommend improvements based on the results.
- Manage multiple campaigns, product priorities, and deadlines in a highly regulated environment.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy.
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act• Los Angeles City Fair Chance Ordinance• Los Angeles County Fair Chance Ordinance for Employers• San Francisco Fair Chance Ordinance
