Director, US Wealth Marketing

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

This senior-level role leads marketing for the US Wealth business, and is a member of and key contributor to the global marketing leadership team. This role will report to the global Head of Marketing. This individual will lead the team responsible for the development, direction, execution, and measurement of the marketing strategy and supporting programs that position and promote the firm's reputation, brand, investment capabilities and products/funds for US Wealth. This marketing leader will serve as a strategic thought partner to the business and will partner closely with key stakeholders including sales, relationship management, product management, fund sponsors organizations, compliance, and investors.

The candidate is expected to bring extensive knowledge and experience in working with different investor types and investment strategies across all major asset classes as well as alternatives and privates. The individual will have experience with multiple marketing disciplines, including persona and buyer journey development, product positioning for buyers in the region, public relations, campaign development, and thought leadership. This role requires the ability to establish strong and collaborative working relationships across functions and geographies as well as to manage and lead a local team members located across four locations.

Key responsibilities include:

• Leadership of US Wealth marketing function and team.

• Serve as the strategic marketing lead for the US Wealth business, partnering closely with US Wealth leadership, including national accounts, distribution enablement and product

• Act as a senior advisor to internal stakeholders, translating business needs into actionable marketing plans.

• Lead large-scale campaigns and thought leadership initiatives tailored to financial advisors and wealth platforms.

• Lead messaging across digital, thought leadership and education, events, email, social, and paid media channels. Messaging will also contribute to PR efforts.

• Foster a collaborative and high-performing team culture.

• Monitor competitive landscape and market trends to inform positioning and outreach.

• Measurement and metrics of marketing programs and communication of progress to key stakeholders.

• Represent US Wealth Marketing in global or cross-functional forums and contribute to firm-wide marketing initiatives

• Managing the US Wealth marketing budget

QUALIFICATIONS

The ideal candidate will possess the following qualifications:

• Extensive US Wealth marketing experience within the asset management industry

• Skilled manager and leader with track record of hiring, developing, and motivating talent

• Proven ability to bridge marketing and business strategy - translating growth goals into actionable marketing plans.

• Executive presence and skilled at building credibility with senior stakeholders, both internal and external.

• Digital-first mindset and familiarity across marketing technology platforms.

• Ability to work in global organisation managing multiple stakeholders and tight timelines

• Strategic thinker with operational discipline.

• Commercial mindset with a focus on what activities will have the greatest impact on the business

• Demonstrated interest in investments and solid knowledge across both traditional and alternative asset classes

• Passion for working in a collaborative environment as part of a global team

• Creative marketer who stays abreast of evolving practices inside and outside the industry

• Strong influencer and skilled communicator with variety of stakeholders including senior management

• Intellectually curious with an entrepreneurial mindset

• Strong fit with the firm's cultural tenets of inclusivity, collaboration, accountability, and collegiality

Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to r_ _ace, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law ._ _If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [email protected] _._

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.?We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 120,000 - 225,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Tracing our history to 1928, Wellington Management is one of the world's largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

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