Bachelor's degree in Marketing, Communications, Business, or related field.
5-7 years of B2B digital marketing experience, preferably in financial services.
Excellent communication skills to simplify complex concepts for diverse audiences.
Strong stakeholder management abilities.
Willingness to travel up to 10%.
Experience in developing marketing strategies for financial products.
Responsibilities
Develop segment-specific marketing strategies for public fund services.
Define messaging and positioning across various channels.
Identify campaign themes aligned with market developments and sales priorities.
Create and manage an editorial calendar for content distribution.
Produce high-quality content such as blogs, whitepapers, and webinars.
Lead strategy for public funds industry events to maximize ROI.
Monitor engagement metrics and refine strategies based on performance data.
Benefits
Opportunity to work in a growing sector of financial services.
Collaborative environment with cross-functional teams.
Engagement in strategic planning with leadership.
Exposure to industry events and networking opportunities.
Full Job Description
SUMMARY
We are seeking a Marketing Manager, Public Fund Services to support the growth of Ultimus Fund Solutions' registered fund business. This role is responsible for developing and executing product- and segment-specific marketing programs that support awareness, engagement, and sales enablement for public fund clients and prospects.
KEY ACCOUNTABILITIES
Strategy
Develop segment-specific marketing strategies for Ultimus Public Fund Services including ETFs, mutual funds, and retail alternatives in collaboration with marketing, sales, and public fund leadership.
Help define messaging and positioning for Public Fund Services across channels including hosted events, website, social media, paid media, industry publications, and through co-marketing initiatives.
Identify campaign themes aligned to market developments, product, and sales priorities.
Help define ideal client profiles for registered fund prospects and develop account-based marketing strategies that prioritize high-value accounts, consultants, influencers, and buying groups.
Help define and manage marketing budget for Ultimus Public Fund Services.
Participate in annual strategy planning with commercial and private fund services business leadership.
Ongoing audit of key competitor activities.
Participate in relevant monthly product steering committee meetings.
Content and campaign execution
Collaborate on creation of editorial calendar (annual, quarterly, monthly) and manage distribution of high-quality content across the public fund business and various customer segments.
Create blogs, whitepapers, case studies, webinars, videos, and collateral for public fund audiences.
Partner with subject matter experts to translate technical and regulatory topics into clear market-facing content.
Develop sales enablement materials including pitch decks, fact sheets, and product overviews.
Lead the strategy for public funds industry events including pre-event outreach and post-event lead nurturing to ensure maximum ROI from sponsorships. Occasionally join sales and business teams at key events.
Digital and integrated marketing
Collaborate with demand generation and corporate marketing on digital campaigns, press releases, and landing pages.
Support webinar and virtual event development, promotion, and follow-up.
Performance tracking and optimization
Monitor engagement and campaign metrics and provide insights to leadership.
Refine messaging and content based on performance data and sales feedback.
May perform other duties as required and assigned.
EDUCATION AND EXPERIENCE
Bachelor's degree in Marketing, Communications, Business or related field.
5-7 years experience in B2B digital marketing, ideally in financial services.
Excellent communication skills, with the ability to simplify complex technical concepts for various audiences.
