Invested Talent is currently partnering with a global investment management firm as they look for an experienced marketing leader to own their direct retail marketing strategy and customer growth plan.
This is a senior, hands‐on leadership role for a commercially‐minded marketer who wants genuine ownership of brand, acquisition, lead nurture, conversion and advocacy, not just a piece of the funnel.
About the business
Our client is a global investment management firm with a significant international footprint and a diverse product range.
As they continue to grow their direct retail investor base, they're looking for a senior marketing leader to own the strategy end‐to‐end and work closely with specialists across Content, CRM & Data, Digital Experience, and Events & Partnerships to deliver exceptional campaigns and customer experiences.
Key responsibilities
Develop and own the retail marketing strategy in partnership with the Head of Marketing, translating it into annual and quarterly plans across brand, demand generation, lead nurture, conversion and advocacy
Lead initiatives that strengthen brand awareness, familiarity and consideration among retail investors, developing integrated campaigns across paid, owned, earned and partnership channels
Own retail lead generation strategies and campaigns, partnering on automated nurture, lifecycle marketing and personalisation to improve conversion and lifetime value
Identify, develop and manage strategic partnerships with financial media, content creators, podcast hosts, investment communities and platforms




Lead the development and execution of integrated campaigns through close collaboration with creative, digital, media, research and specialist agency partners
Establish clear KPIs, reporting frameworks and dashboards, monitoring campaign performance and running post-campaign reviews to continuously optimise targeting, messaging and channels
Lead and develop direct reports, fostering a culture of collaboration, accountability and commercial focus
Hiring criteria
10+ years' experience in retail, direct‐to‐consumer, customer acquisition, growth or integrated marketing roles
Tertiary qualification in Marketing, Communications or a related discipline
Financial services, wealth management, investment, superannuation or fintech experience preferred, though exceptional consumer marketers from outside the industry will be strongly considered
Proven experience developing marketing strategy and translating it into successful campaign plans and commercial outcomes
Demonstrated success building brands, increasing awareness and driving customer acquisition at scale
Experience working with CRM and marketing automation platforms, including segmentation, nurture programs and performance measurement
Proven ability to manage and influence external agencies across creative, media, digital and production disciplines
Experience building strategic partnerships and leveraging media, content and influencer relationships
Solid analytical capability and excellent stakeholder management and communication skills
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📌 Senior Marketing Manager, Retail (New South Wales)
🏢 Invested Talent
📍 New South Wales