About the business

Our client is a boutique investments business based in Sydney, going through a real growth phase. The marketing team is expanding to keep pace, and this newly created role offers a rare chance to shape how a fast-growing marketing function operates, rather than stepping into something already fixed in place.

Key responsibilities

- Act as a key marketing point of contact for internal and external stakeholders, including global marketing and product teams

- Build and deliver annual marketing plans aligned to sales strategy and the distribution calendar

- Plan and deliver campaigns across launches, roadshows, conferences, content programmes and always-on activity

- Manage marketing budgets within agreed envelopes, including tracking, approvals and recharging

- Run regular WIP meetings with stakeholders and report on activity and outcomes

- Localise global content and collateral for the Australian wholesale market within relevant approval frameworks

- Lead a set of marketing disciplines across the business, working closely with a Marketing Associate

- Contribute to onboarding new products or business lines ahead of launch, taking on ownership once they move into business-as-usual





- Use Salesforce and marketing automation tools to track campaign performance and support reporting

Hiring criteria

- 5+ years' marketing experience within funds management, wealth or financial services, ideally with direct exposure to the Australian wholesale or adviser channel

- Track record managing marketing across multiple stakeholders or business lines at once, comfortable working across different brand guidelines and approval processes

- Strong campaign management skills, able to run an annual plan, a launch and an event programme concurrently

- Hands-on experience with marketing automation and CRM (Salesforce and Pardot/Marketing Cloud Account Engagement highly regarded)

- Confident engaging senior internal and external stakeholders, including offshore counterparts across time zones

- Sound commercial judgement on budgets and comfortable holding a line on spend

- Understanding of the regulatory environment for wholesale marketing material

- Bachelor's degree in Marketing, Finance, Business or a related field

- Collaborative and team-oriented, comfortable working at pace in a small team

📌 Marketing Manager (Sydney)
🏢 Invested Talent
📍 Sydney