Head of US Retail Channel Marketing

Full Time

Website Macquarie Group Limited

As our Head of US Retail Channel Marketing, you will develop and implement marketing strategy for Macquarie Investment Management’s retail sales channel via Delaware Funds by Macquarie and separate accounts. In this role, you will focus on 3 key outcomes:

Channel Growth Strategies (Digital enablement, Lead Engagement, Revenue Generation, Practice Management)
Brand Engagement (Awareness, Engagement, Lead Generation)
Sales Enablement (Field Support)

It will require from you to collaborate closely with our Distribution, Key Accounts, Product and Marketing teams to deliver the best product, content and value add solutions to Advisors and their Firms.

Specifically, you will:

Provide a key leadership role for retail channel marketing
Collaborate with key business partners across Marketing, Brand and Product to create industry leading marketing content, campaign strategies and sales enablement programs that seek to increase brand recognition
Drive channel marketing efforts focused on home office gatekeeper relationship building and advisor engagement
Create innovative campaigns across digital marketing (paid and organic), CRM, media, publisher partnerships, digital events, and sales enablement integration
Ability to integrate data-driven learnings into actionable campaigns
Experienced with content syndication through martech tools and publisher agreements
Partner with retail Sales and Key Accounts teams to translate channel and firm business strategies and initiatives into marketing plans, campaigns and collateral that drive market share and Advisor loyalty
Drive new and enhance existing practice management and value add programs to help differentiate Delaware Funds by Macquarie’s capabilities in the US retail channel
Closely collaborate with Distribution to develop and execute client engagement model
Target support for focus distributors (model/platform placements/home office initiatives/research alignment)
Make effective and collaborative use of various marketing tools such as email, social, paid content, webcasts and advertising to create a consistent and client experience.

To be successful in this role, you will bring:
Experience with people management, leadership and driving a culture of inclusivity
Strong knowledge of relationship marketing including direct and digital marketing practices to drive new and existing advisor relationships
7-12+ years intermediary asset management and/or consulting experience
CFA designation a plus
Strong working knowledge and experience supporting Key Accounts or Strategic Relationship Group’s in their efforts to drive platform placement
Insights and perspectives on advisors by firm and by channel-their motivations, buying habits
Experience working with financial advisors with a strong understanding of how they operate
Strong understanding of Wirehouse, Independent, and RIA channels
Demonstrated success in working with multiple sales forces
Experience in building thematic and highly targeted solution-based campaigns
Demonstrated success with integrating marketing and sales around common goals and objectives

Your other attributes will consist of:
An ability to manage relationships with senior level stakeholders
A Sense of urgency
Bring passionate in creating content that drives action. You have strong content skills, particularly in terms of investment content
An ability to think beyond the current channel segments. You can envision advisor engagement that extends and complements personal sales
An ability and desire to work and influence multiple roles across the organization. You are naturally collaborative across Distribution, Key Accounts and Product Management
An ability to interact well with and inspire confidence of senior management
Being an excellent presenter
An ability to develop dashboards and measure success of marketing efforts
Having experience with deploying value add programs
Demonstrating passion for the asset management business
Possessing a Bachelor’s degree, MBA preferred, CFA preferred
Having Pardot, SalesForce, O24 experience preferred
Proven experience working with industry publishers and partners to drive effective campaigns

More about Macquarie Investment Management

Macquarie Investment Management is a global asset manager with offices throughout the United States, Europe, Asia, and Australia. As active managers, we prioritize autonomy and accountability at the team level in pursuit of opportunities that matter for clients. Our conviction-based, long-term approach has led institutional and individual clients to entrust us to manage $US277.6 billion in assets of December 30, 2020. In the US, retail investors recognize our Delaware FundsSM by Macquarie as one of the longest- standing mutual fund families, with more than 75 years in existence. Macquarie Investment Management is a division of Macquarie Asset Management, a global asset manager with $US424.1 billion in assets under management as of December 30, 2020.

Our commitment to Diversity and Inclusion

The diversity of our people is one of our greatest strengths, and an inclusive workplace enables us to embrace that diversity to deliver more innovative and sustainable solutions for our people, clients, shareholders and communities. At Macquarie, you’ll be encouraged to be yourself and supported to perform at your best. If you’re inspired to deliver on our purpose of ‘empowering people to innovate and invest for a better future’, we want you on our team. If you need adjustments made to the recruitment process, please reach out to your recruiter.

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance. Macquarie also takes affirmative action in support of its policy to hire and advance in employment of individuals who are minorities, women, protected veterans, and individuals with disabilities.

We equip our people with the support to work in a range of flexible ways. Talk to us about what working arrangements would help you thrive.


About Macquarie
A career at Macquarie means you’ll have the opportunity to develop and utilise new skills, explore interesting fields and do challenging work that will impact the lives of people around the world—whether it’s accelerating the green energy transition, helping sustain global food supplies, financing social housing projects or investing in essential infrastructure. At Macquarie, we’re empowering people to innovate and invest for a better future.
Our size and international presence means your work can take you anywhere—across business groups, disciplines, sectors and borders. With 16,000+ employees and offices in 32 markets around the world, we’re a truly global organisation.
You’ll be supported by a diverse team where the unique perspectives, ideas and experiences that all of our people bring are valued. You’ll be empowered to address unmet needs in our communities whilst advising and investing alongside our clients and partners. Working with us, you’ll have the opportunity to make a difference.
Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.

Job no: MAM-956704
Work type: Permanent – Full time
Location: New York, Philadelphia
Category: Mid-senior, Asset Management, Marketing & Communications
Group: Macquarie Asset Management
Division: Macquarie Investment Mgmt
Recruiter: Katie Maier
Opening Date: 16/3/2021Show more

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