Head of Marketing, Motley Fool Asset Management

The Motley Fool is a financial services company specializing in asset management, and they are seeking an experienced Head of Marketing to lead their marketing function. The role involves developing marketing strategies, managing multi-channel campaigns, and overseeing compliance and budget management to drive brand awareness and investor engagement.

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
• 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