Description:
The Fund / Investor Marketing Manager will lead marketing strategies that build investor awareness, generate qualified inbound leads, and support capital-raising objectives. This role will create a scalable system for attracting, educating, and nurturing prospective investors.
The position will partner with finance, asset management, compliance, subject-matter experts, and the marketing team to deliver accurate, compliant, and institutional-quality investor marketing.
This is a marketing and lead-generation role. It does not include direct solicitation, investment recommendations, or activities requiring securities registration.
Key Responsibilities
Investor Lead Generation and Funnel Management
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Develop strategies that generate qualified investor interest.
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Own the investor marketing funnel, including lead capture, segmentation, nurture campaigns, CRM workflows, and conversion tracking.
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Manage HubSpot or a comparable marketing automation platform.
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Establish processes for qualifying and transferring investor inquiries to appropriately licensed representatives.
Fund Positioning and Campaign Strategy
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Develop clear positioning and messaging for funds and investment offerings.
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Translate investment strategies, performance, and market opportunities into investor-friendly narratives.
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Create integrated marketing plans for fund launches, investment opportunities, and investor education.
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Ensure consistent messaging across campaigns, events, materials, and digital channels.
Investor Communications and Content
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Lead investor email, newsletter, educational content, and nurture strategies.
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Direct the development of pitch decks, one-pagers, fund summaries, case studies, landing pages, and digital content.
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Provide strategic direction and content briefs to internal and external marketing resources.
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Maintain a library of current, approved, and compliance-ready materials.
Digital Marketing and Events
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Manage investor-focused strategies across the website, email, LinkedIn, paid media, and landing pages.
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Develop marketing plans for webinars, dinners, presentations, and investor events.
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Coordinate audience targeting, promotion, registration, lead capture, and follow-up.
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Track event engagement and resulting investor opportunities.
Analytics and Optimization
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Establish key performance indicators for investor marketing.
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Track lead generation, campaign engagement, conversions, and marketing-attributed opportunities.
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Provide performance reporting and recommendations to leadership.
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Manage the investor marketing budget and optimize campaigns based on results.
Compliance Coordination
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Coordinate compliance review and approval of investor-facing communications.
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Maintain documentation of approved materials and campaigns.
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Ensure marketing activities remain separate from securities-related activities requiring registration or licensing.
Requirements:
Required
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Three to seven or more years of experience in financial services, investment marketing, real estate investment marketing, or a related field.
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Experience developing lead-generation and nurture strategies.
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Strong writing, messaging, digital marketing, and project-management skills.
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Ability to translate complex financial concepts into clear communications.
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Experience using campaign data to improve marketing performance.
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Strong attention to detail and comfort working in a regulated environment.
Preferred
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Experience marketing private placements, investment funds, or alternative investments.
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Experience communicating with accredited or high-net-worth investors.
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Familiarity with securities marketing compliance.
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Experience with HubSpot or a comparable platform.
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Familiarity with real estate investment terminology and fund structures.
