Overview

Invested Talent is currently partnering with an investment management firm as they look for a creative, commercially-minded marketer to own their direct-to-consumer marketing strategy and customer growth plan. This is a hands-on leadership role for someone who thinks like a challenger, who wants genuine ownership of brand, acquisition, lead nurture, conversion and advocacy, and who's not afraid to break from convention to find what actually moves customers.

About the business

Our client is a global investment management firm with a significant international footprint and a diverse product range spanning thematic growth, income, international access, core, commodity and alpha strategies. They're part of a major global financial services group with a substantial global investment platform and hundreds of billions of dollars in assets under management worldwide. As they continue to grow their direct consumer investor base, they're looking for a marketing leader with a genuine B2C mindset to own the strategy end-to-end and work closely with specialists across Content, CRM & Data, Digital Experience, and Events & Partnerships to deliver bold, test-and-learn campaigns and standout customer experiences.

This role would suit a highly creative marketer with a true disruptor's instinct, someone who's energised by testing new ideas fast, learning from what works and doesn't, and isn't afraid to challenge the status quo on what consumer investment marketing can look like.

Key responsibilities

- Develop and own the direct-to-consumer 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 individual investors, developing integrated campaigns across paid, owned, earned and partnership channels
- Own consumer 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 test, learn and optimise targeting, messaging and channels
- Lead and develop direct reports, fostering a culture of collaboration, accountability and commercial focus

Hiring criteria

- 6 years' experience in consumer (B2C), 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 required, though exceptional consumer marketers from outside the industry with a robust interest in investments will also be 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
- A genuinely high level of creativity, with a track record of original, standout campaign work
- A natural disruptor's mindset and a true test-and-learn approach, comfortable experimenting fast, measuring honestly and pushing boundaries on what works
- Strong analytical capability and excellent stakeholder management and communication skills

📌 Marketing Manager (Sydney)
🏢 Invested Talent
📍 Sydney