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 opportunity to shape how a rapid-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
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📌 Marketing Manager (Sydney)
🏢 Invested Talent
📍 Sydney