Invested Talent is currently working with a boutique investments business to find their next Marketing Manager. This is a genuinely new position created as the business scales, with the marketing lead stepping back from day-to-day delivery to focus on strategy, brand and governance. You’ll step into a senior, relationship-led role, acting as the key marketing point of contact across a portfolio of stakeholders and owning the plan and delivery for each.

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 an experienced operator genuine autonomy to build and manage senior relationships across the business, shaping 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, working closely with Product, Distribution and Compliance teams
- Manage marketing budgets within agreed envelopes, including tracking, approvals and recharging
- Run regular WIP meetings with stakeholders and report on activity and outcomes
- Support lead generation and investor engagement initiatives, and coordinate the timely distribution of regular investor communications
- Manage digital channels including website, email, marketing automation and social media,



and monitor SEO/SEM and paid advertising activity
- Localise global content and collateral for the Australian wholesale market within relevant approval frameworks
- Track and report on campaign KPIs and engagement metrics, and monitor competitor activity across the market
- 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

Hiring criteria

- Bachelor’s degree in Marketing, Finance, Business or a related field
- 5+ years’ marketing experience within funds management, wealth or financial services, ideally with direct exposure to the Australian wholesale or adviser channel
- Deep understanding of financial products, investor behaviour and the regulatory environment for wholesale marketing material
- 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), plus working knowledge of SEO/SEM and paid digital campaigns
- Confident engaging senior internal and external stakeholders, including offshore counterparts across time zones
- Results-driven and highly analytical, with a data-driven approach to tracking and improving campaign performance
- Sound commercial judgement on budgets and comfortable holding a line on spend
- Team-oriented and team-oriented, comfortable working at pace in a small team

📌 Marketing Manager (Sydney)
🏢 Invested Talent
📍 Sydney