SUMMARYWe 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 ACCOUNTABILITIESStrategy - 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.
- Strong stakeholder management skills.
- Travel may be required up 10%.