Head of Marketing, Motley Fool Asset Management

The Motley Fool is a trusted financial brand that offers professionally managed ETFs through its Motley Fool Asset Management division. They are seeking an experienced Head of Marketing to lead the marketing function, focusing on driving brand awareness and investor engagement while managing a comprehensive multi-channel marketing program.

Responsibilities:

• 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
• 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
• 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
• 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
• Own the marketing budget — tracking spend across channels, vendors, and campaigns to ensure the team operates on plan throughout the year
• Manage agency, freelancer, and platform contracts; negotiate vendor agreements to maximize value and flag budget risks or overages proactively
• Prepare budget reporting and reconciliation for leadership, with clear visibility into committed spend, actuals, and remaining capacity
• Manage designers, copywriters, and agency partners; recommend build vs. outsource decisions as the program scales
• Track marketing KPIs via HubSpot, Google Analytics, or similar tools; report performance insights to leadership
• AI fluency is a core expectation of this role. The Head of Marketing is expected to leverage AI tools to elevate team output and apply sound editorial judgment before any AI-generated content reaches investors or compliance review
• Use AI tools (e.g. ChatGPT, Claude, Copilot, Jasper) to accelerate drafts for marketing copy, emails, commentary, pitchbooks, and social content
• Streamline repetitive production tasks — collateral updates, data population, distribution management — with AI-assisted workflows
• Evaluate and recommend AI platforms that improve the team's efficiency across content, campaign management, and analytics
• Apply rigorous editorial judgment to all AI-generated content — accuracy, compliance, and brand consistency are non-negotiable before publication
• Establish internal guidelines for AI use in marketing, in coordination with legal and compliance; stay current on SEC/FINRA implications
• Proactively brief leadership on emerging AI tools, risks, and competitive developments relevant to ETF marketing

Requirements:

• 6–10 years of financial services marketing experience, with meaningful time in ETF or investment management
• Deep understanding of retail investor and advisor/RIA audiences and the regulated marketing environment
• Hands-on multi-channel campaign management; strong project management and prioritization skills
• Excellent written communication and meticulous attention to detail; low ego, high accountability
• Bachelor's degree in Marketing, Business, Finance, or related field
• Experience with eVestment, Wilshire, Red Oak, and the Morgan Stanley 4U platform
• Background in marketing automation, PR, podcasting, or event management in financial services