[Remote] Director, Advisor Consulting Marketing & Strategy
Note: The job is a remote job and is open to candidates in USA. Meeder Investment Management is seeking a strategic and dynamic Director, Advisor Consulting Marketing & Strategy to lead marketing efforts for their Advisor Consulting business. This role involves collaborating with investment and distribution teams to develop effective marketing strategies and initiatives that align with the company's goals and enhance client engagement.
Responsibilities
- Serve as the marketing business partner to the Advisor Consulting Investment Team and Distribution Leadership
- Translate investment strategy and positioning into marketing initiatives that support growth in Meeder’s fund models, Private Wealth, and Meeder Edge solutions
- Lead content and campaign development for Advisor Consulting investment solutions across channels (email, digital, events, webinars, print)
- Develop segmented marketing journeys aligned to advisor personas and channel-specific strategies
- Drive Meeder Investment Management’s corporate brand positioning, voice, and messaging architecture
- Own the marketing roadmap for corporate brand, PR, webinars, and conference presence
- Partner with Executive Leadership on high-visibility campaigns and initiatives
- Champion the use of Generative AI tools (e.g., ChatGPT, Copy.ai) to accelerate content creation, ideation, and campaign testing
- Collaborate with Data & Tech teams to incorporate AI in performance tracking and marketing automation
- Continually assess emerging AI capabilities to advance marketing productivity and personalization
- Lead cross-functional collaboration with design, data, compliance, and distribution partners
- Manage agency and vendor relationships where applicable
- Lead, mentor, or influence junior marketing resources (matrix or direct)
Skills
- Bachelor's degree in Marketing, Finance, Business, or related field
- 10+ years of experience in financial services marketing or investment product strategy
- Strong understanding of investment solutions (mutual funds, SMAs, managed accounts) and advisor distribution models
- Executive presence and ability to influence senior leadership
- Proficiency in content strategy, integrated campaign execution, and sales enablement
- Demonstrated ability to work effectively in cross-functional teams with a strategic mindset
- Advanced proficiency with digital marketing tools, CRM systems, and marketing automation platforms
- Experience using or managing Generative AI tools to enhance content development and marketing scale
- MBA or CFA
Company Overview