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.