Marketing Manager - Investment Marketing

Hiring Manager: Angela Maxwell              Talent Acquisition contact: Tracey Brock

• Work with our Asset Management Team
• Permanent Full time Position
• Sydney Location

The opportunity to join our team

Excellent opportunity for a Marketing Manager – Asset Management, who is responsible for leading a range of marketing initiatives that promote Asset Management products, enhance adviser engagement, and contribute to business growth.

Key Responsibilities:

• Responsible for developing and executing marketing programs that drive adviser engagement, product adoption and growth.
• Oversee program execution, leveraging internal teams, key stakeholder groups, external suppliers, or a combination of these, as required.
• Develop and deliver the Asset Management marketing strategy and roadmap aligned to adviser needs, market context and product goals.
• Lead creative development and produce adviser‑focused content, collateral and education materials; build adviser journeys
• Plan and deliver integrated cross‑channel adviser campaigns; oversee program execution with internal teams and agencies
• Analyse adviser needs, behaviours, pain points and design adviser journeys that support education, activation and retention.
• Take an adviser first approach with insight driven programmes designed to drive business growth and positive member outcomes.
• Maintain dashboards; run experiments; conduct post‑campaign reviews; recommend enhancements.
• Conduct post initiative implementation reviews and evaluate effectiveness, impact, as well as identify opportunities for future enhancements.
• Build and maintain effective internal and external relationships with key stakeholders and partners to drive positive outcomes for the business.
• Manage the budget and reporting for marketing activity in accordance with company policies.
• Management of the Marketing risk across campaign development and delivery to ensure we are operating within

What you will bring:

• 7+ years’ experience in financial services marketing within wealth, investments or superannuation
• Exposure to Asset Management or investment product marketing, or demonstrated capability to learn sector-specific requirements.
• Experience supporting B2B and adviser-focused marketing campaigns, including content creation and execution.
• Strong analytical, verbal, and written communications skills. 
• Risk mindset – proactively identify, understand and act on current and future risks.
• Strong stakeholder engagement, relationship building and influencing skills. 
• Experience in translating business strategy into marketing plans - including segmentation and targeting, value proposition development, planning and forecasting, campaign design and management to deliver new innovations and business outcomes.
• Ability to prepare briefs, review assets, and collaborate with creative and digital teams to ensure high‑quality outputs.
• Data-driven and results oriented – focused on measurement to demonstrate value and drive continual improvement.
• Strong organisational and project‑coordination skills, managing multiple deliverables concurrently.
• Ability to manage competing priorities, working autonomously within defined boundaries.
• Problem‑solving skills, knowing when to resolve independently vs when to escalate for guidance.

Make your move. Make your mark.

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives

If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.

Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.

Showing up for every Australian

We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.

To Apply

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.