Director, Channel Marketing

About the Role

Requirements

• 7-12 years of experience in financial services channel marketing, supporting intermediary distribution such as ETFs, asset management, or wealth platforms
• Bachelor's degree in Marketing, Finance, Communication or equivalent experience
• Deep understanding of financial advisor and institutional distribution channels
• Strong analytical aptitude with Excel, BI, and CRM/Salesforce for segmentation and ROI measurement
• Excellent communication skills, adept at crafting narratives, presentations, and campaign assets
• Project leadership experience managing integrated campaigns and external agencies
• Demonstrated interest in crypto, digital assets, or disruptive high-growth industries
• Passion for shaping narratives in evolving markets

Responsibilities

• Develop and execute integrated channel marketing campaigns across digital, events, content, PR, and paid media tailored for advisor and institutional audiences
• Translate product and investment strategy into compelling campaign narratives and consistent collateral
• Leverage business intelligence and analytics to identify opportunities, segment messaging, measure performance, and optimize ROI
• Partner with product, sales, investments, digital, and creative teams to ensure message consistency and sales alignment
• Create advisor-ready materials, presentations, and sales enablement tools to drive platform adoption and field engagement
• Own and manage the channel marketing budget, track spend, and assess channel effectiveness
• Manage agency and vendor partners to ensure quality, timeliness, and brand compliance

Skills