Chief Marketing Officer, Money Management

July 24

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The Motley Fool

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Making the world smarter, happier, and richer through free and premium investing guidance.

investor advice • stock market news • premium subscriptions • stock rating service • marketing

501 - 1000

💰 $25M Private Equity Round on 2009-11

Description

• As CMO, you are responsible for creating, growing, and maintaining appropriate marketing programs – from brand awareness to lead gen to prospect nurture to conversion across all available and relevant channels and mediums – that drive the business’ goals of new clients, new AUM inflows, and all future marketing efforts for the business lines. • You will partner with the Presidents of MFAM and Fool Wealth to understand their growth goals and objectives, in order to support those with the appropriate marketing strategy, plans, and programs. • You are directly responsible for the management, growth, productivity, efficacy, and professional development of the Marketing Team which includes marketing managers, media buyers, content managers and creators, copywriters, designers, and our external agency and freelance partners. • You will assess the future needs of the ETF/investment management businesses, create the marketing strategic vision and roadmap to address those needs, and build the roles on your team needed to be successful in your planning. • You are held accountable for knowing what marketing capabilities are needed to achieve the growth plans of each business; demonstrating success at being able to identify, build, and grow those capabilities; and being an effective collaborator with the roles across partner teams that are critical to your success.

Requirements

• Bachelor's degree in marketing, business, or related field, and MBA is a plus • 10 years+ of well-rounded marketing experience in the regulated ETF/investment industry with positions of increasing responsibility for marketing expansion • Three to five years of experience in a leadership role in the regulated ETF/investment industry, with at least 8 marketing employees across variety of functions (marketing managers, copywriters, designers, content writers, etc) reporting to executive leadership • Understands the ETF industry separately from the investment management industry, and has experience in the differences in tactics, channels, and target audiences required for each • Commitment to developing core skill sets across marketing functions; experience leading copywriter and art/design teams as well as the marketing business and operations teams of marketing managers, media buyers, and content creators. • Thorough knowledge of marketing principles, creative fundamentals, brand, content, product and service models, prospecting and sales process; able to communicate and build strategy to connect it all to achieve the business goals • Demonstrated ability to lead and inspire a team serving as role model, mentor, decision maker, and strategist • Superb analytical skills from data analytics to financial analysis and budgeting, able to distill and communicate key insights and conclusions to variety of audience levels • Outstanding communication and interpersonal skills with commitment to transparency at all levels and across all partner teams critical to our success • Patient flexibility to give both business and marketing strategy the leeway it requires to prove out but embrace and serve the pivot when it’s required • Passionate prospect and client advocacy through marketing strategy that is relevant and meaningful to the customers who interact with every experience we are creating on behalf of our firms • Proven test and learn culture and capabilities, devising impactful tests at critical points in customer journey that drive business outcomes • Deep understanding of stock markets, economic fundamentals, ETFs/investment products and solutions in our competitive space, and the perspective, needs, and habits of the prospect audiences we are trying to attract • Genuine optimism for growth, change, and progress in our business, our marketing approach and tactics, and our ideas and abilities to address the needs of our prospects and clients