Investment Marketing Lead
Kaizen Recruitment
Job Description
Our client is one of Australia's leading active investment managers. They are seeking an experienced Investment Marketing Lead to help shape how the firm positions and markets its investment capabilities to advisers, consultants, and investors.
This is an individual contributor role, reporting directly to the Head of Marketing. It is a hands-on specialist position that will serve as the bridge between investment expertise and marketing execution.
This position will suit a marketing professional with deep knowledge of investment markets. Someone who can speak the language of portfolio managers and translate genuine technical understanding into clear, differentiated messaging for advisers, consultants, and investors.
Key Responsibilities
- Develop compelling product and investment narratives across the product suite, translating complex investment concepts into clear, commercially relevant marketing content;
- Partner with investment and distribution teams to strengthen product positioning and competitive differentiation;
- Develop presentations, thought leadership content, videos, webinars, product collateral and adviser communications;
- Develop campaign messaging for advertising, digital marketing and lead generation, ensuring consistent positioning across channels;
- Create sales enablement materials including pitch decks, talking points and client-facing resources;
- Ensure all content is accurate, compliant and aligned with brand standards; AND
- Build strong relationships with portfolio managers, product specialists and distribution teams, identifying opportunities to enhance adviser and client engagement.
Key Requirements
- 5+ years' hands-on experience in investment management, wealth management, financial services marketing or a related field;
- Deep understanding of financial markets, investment strategies and investment products
- CFA, CAIA, CIMA, Masters of Finance or similar investment-related qualification highly regarded;
- Experience working with portfolio managers or investment professionals to develop marketing and client engagement materials;
- Exceptional writing and communication skills, with proven ability to simplify complex concepts without losing technical accuracy; AND
- Commercial mindset with proven ability to influence senior stakeholders across multiple teams.
Why This Role?
This is a rare opportunity to help build and shape a specialist investment marketing capability from the ground up. You will work directly with some of the industry's most respected investors.
For someone who combines real investment fluency with strong marketing instincts, this role offers unparalleled exposure to investment markets, portfolio managers and distribution teams with real scope to shape how the firm tells its story and make a meaningful impact on its future growth.
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