Investor Marketing Manager

Description

The 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
• Develop strategies that generate qualified investor interest.

Own the investor marketing funnel, including lead capture, segmentation, nurture campaigns, CRM workflows, and conversion tracking.

Manage HubSpot or a comparable marketing automation platform.

Establish processes for qualifying and transferring investor inquiries to appropriately licensed representatives.

Fund Positioning and Campaign Strategy

Develop clear positioning and messaging for funds and investment offerings.

Translate investment strategies, performance, and market opportunities into investor-friendly narratives.

Create integrated marketing plans for fund launches, investment opportunities, and investor education.

Ensure consistent messaging across campaigns, events, materials, and digital channels.

Investor Communications and Content

Lead investor email, newsletter, educational content, and nurture strategies.

Direct the development of pitch decks, one-pagers, fund summaries, case studies, landing pages, and digital content.

Provide strategic direction and content briefs to internal and external marketing resources.

Maintain a library of current, approved, and compliance-ready materials.

Digital Marketing and Events

Manage investor-focused strategies across the website, email, LinkedIn, paid media, and landing pages.

• Develop marketing plans for webinars, dinners, presentations, and investor events.
• Coordinate audience targeting, promotion, registration, lead capture, and follow-up.
• Track event engagement and resulting investor opportunities.

Analytics and Optimization

Establish key performance indicators for investor marketing.

Track lead generation, campaign engagement, conversions, and marketing-attributed opportunities.

• Provide performance reporting and recommendations to leadership.
• Manage the investor marketing budget and optimize campaigns based on results.

Compliance Coordination

• Coordinate compliance review and approval of investor-facing communications.
• Maintain documentation of approved materials and campaigns.

Ensure marketing activities remain separate from securities-related activities requiring registration or licensing.

Requirements

Required

Three to seven or more years of experience in financial services, investment marketing, real estate investment marketing, or a related field.

• Experience developing lead-generation and nurture strategies.
• Strong writing, messaging, digital marketing, and project-management skills.
• Ability to translate complex financial concepts into clear communications.
• Experience using campaign data to improve marketing performance.
• Strong attention to detail and comfort working in a regulated environment.

Preferred

• Experience marketing private placements, investment funds, or alternative investments.
• Experience communicating with accredited or high-net-worth investors.
• Familiarity with securities marketing compliance.
• Experience with HubSpot or a comparable platform.
• Familiarity with real estate investment terminology and fund structures.