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EY
Who are we? Motley Fool Asset Management (MFAM) brings The Motley Fool's decades of investing expertise to professionally managed ETFs, helping investors put our long-term, high-conviction investing philosophy to work without having to manage individual stocks themselves. As a growing business within The Motley Fool, we combine the entrepreneurial spirit of a scaling asset manager with the strength of a trusted financial brand.
We're passionate about thoughtful investing, continuous improvement, and delivering an exceptional experience for our clients- and we're looking for people who are excited to help shape what's next. What would you do in this role? We are seeking an experienced Head of Marketing to lead the marketing function for our growing ETF asset management firm.
This is a senior role for a marketer equally comfortable setting strategy and executing hands-on. You will own the marketing program end-to-end, driving brand awareness, advisor and retail investor engagement, and AUM growth across our ETF suite, working closely with the President and Director of Operations, distribution, portfolio management, and legal and compliance.
Key Responsibilities
Strategy Planning Develop and evolve the firm's marketing strategy across retail investor and professional advisor/RIA audiences, translating business goals into actionable plans with clear timelines and KPIs Build and maintain a firm-wide marketing calendar covering campaigns, email sends, collateral deadlines, advisor calls, and compliance review windows — proactively briefing distribution teams ahead of investor communications Identify and launch marketing partnerships with distribution partners, content platforms, and listing exchanges Leadership Team Development Serve as the strategic marketing leader for MFAM, setting priorities, establishing operating rhythms, and ensuring the marketing function delivers against business goals Lead, coach, and develop internal team members, agencies, and freelancers- providing clear direction, actionable feedback, and opportunities for growth Build a high-performance marketing function by establishing scalable processes, clear ownership, and high standards for execution and accountability Make thoughtful resourcing decisions, balancing internal capabilities, external partners, and emerging AI solutions as the business evolves Foster strong cross-functional relationships, earning trust through collaboration, transparency, and reliable execution Multi-Channel Execution Own a comprehensive multi-channel program spanning email, digital advertising, social media, webinars, events, pitchbooks, and content marketing Coordinate conferences, industry events, and quarterly advisor calls — managing logistics, messaging, and materials Oversee PR efforts with external agency partners; support podcasting initiatives and direct response programs for retail investors Collateral Production Quality Control Own the end-to-end collateral workflow — from briefing through design, copywriting, L C review, Red Oak submission, and distribution Serve as the firm's QC gatekeeper: review all materials with rigorous attention to data accuracy, language consistency, and regulatory compliance before publication Run the automated collateral production process; maintain a version-controlled collateral library; manage the Morgan Stanley 4U platform Publish fund data quarterly to eVestment, Wilshire, and other distribution databases; monitor the firm website for accuracy and freshness Ensure advisor call recordings are pre-approved, reviewed, and published to the website without compliance surprises Compliance Regulatory Coordination Build L C review windows into every production schedule; own records-retention processes per firm and regulatory
Requirements
Demonstrate working knowledge of SEC/FINRA advertising rules applicable to registered investment advisers and ETF products Budget Management Own the marketing budget — tracking spend across channels, vendors, and