Head of Marketing - Kestra Investment Management

Austin, TX, United States

Head of Marketing - Kestra Investment Management Encino Building #2, Austin, Texas, United States of America

Job Description Posted Tuesday, January 16, 2024 at 6:00 AM

Kestra Investment Management (KIM) provides a broad range of sophisticated investment solutions, researches market and economic trends, and communicates our views with advisors, clients and the public. Established in 2021 and headquartered in Austin, Texas, KIM is a rapidly growing, innovative team focused on supporting financial professionals and their clients. The team currently manages assets exceeding $1 billion.

The Head of Marketing for Kestra Investment Management (KIM) will help manage all aspects of the unit’s marketing strategy and execution. The Head of Marketing will take functional guidance from the Chief Marketing Officer, Chris MacLaughlin, and business guidance from the Chief Investment Officer, Kara Murphy, to create marketing and communications strategies to increase awareness and interest in Kestra Investment Management’s services and solutions.

The Head of Marketing will serve as a key member of the Kestra Investment Management leadership team and will work collaboratively to help architect, develop, and manage the firm’s market commentary and investment offerings.

Key Responsibilities This role will liaise with other marketing professionals to deliver an integrated, end- to-end marketing plan including media, brand, product and solution marketing, content and thought leadership, digital marketing, events, public relations, and strategic communications.

Own the strategic thinking, development, ideation, and execution of best-in-class integrated marketing plan and strategies

Oversee the day-to-day activities of the team, including marketing content and collateral, demand generation, and design

Oversee the creation of a high volume of collateral, including product-related pieces and timely market commentary offered by KIM. Act as project management lead for the team, shepherding the production process for materials in a time-sensitive manner.

Work with Communications colleagues to develop messaging, positioning, and overall narrative to ensure consistent communications both internally and externally. Assist in driving industry and media exposure including, press releases, publication contributions, byline contributions, speaking engagements, etc.

Develop and manage marketing plans and corresponding budgets to meet revenue and brand health goals. Measure the performance of all marketing activities and lead generation campaigns, assess ROI against KPIs, and refine activities and strategies to achieve them.

Responsible for educating marketing team members on the priorities for Kestra Investment Management which will enable them to develop their specific plan. Hold regular meetings with Marketing team mates to review pipeline, resolve challenges, and present possible solutions, and provide ongoing training to ensure team consistently performs above standard

Act as a trusted advisor to the Chief Investment Officer Kestra Holdings, Kara Murphy, and her leadership team

Develop a thorough knowledge of Kestra Investment Management’s range of model portfolios and additional services

Ensure high quality of work and accuracy when creating and updating materials, including numerical data, charts, and text

Exhibit strong prioritization and organizational skills, including the ability to maintain several concurrent projects while providing realistic delivery dates and managing stakeholder expectations

Participate in special projects as needed

YOU MAY BE A GOOD FIT FOR THIS ROLE IF YOU:

Excited about helping a new entity grow faster. At 2 years old, Kestra Investment Strategy has grown to over $1B in AUM while maintaining its start-up culture of leaning in to get the job done. If you like creating and building this is the place for you.

Have a passion for investments

Have strong project management skills and enjoy developing and managing repeatable processes that require participation from multiple stakeholders

Can work on multiple tasks at a given point in time while maintaining high quality standards

Enjoy being part of an entrepreneurial, goal-driven team

Have strong written and oral communication skills

Have a can-do attitude and strong problem-solving skills

QUALIFICATIONS 7+ years of experience

Financial services experience, preferably in the Investment Management arena

Experience leading all aspects of the marketing function including media, brand, product and solution marketing, content and thought leadership, campaigns, demand generation, digital marketing, events, public relations, and internal/external communications.

Experience implementing key financial metrics to drive a business to greater marketing excellence while balancing costs.

Persuasive, confident communicator who understands when and how to use influence and authority.

Entrepreneurial spirit with a willingness to challenge the status quo and try new approaches.

Hands-on, high-energy, “roll up your sleeves” mindset, with the ability to be a driver and change agent in an organization. Leads by example at both the strategic and tactical levels.

Thrives in a dynamic, changing, and often ambiguous environment. A curious mindset, hunger to learn and drive to succeed.

Demonstrates and promotes a culture of professionalism, accountability, customer and client focus, and teamwork.

Manages emotions and relationships during periods of ambiguity, pressure and uncertainty while pushing for the best conclusions.

EDUCATION Bachelor’s degree from a four-year accredited college or university.

Master’s degree in marketing or business a plus.

BENEFITS

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.

DISCLOSURE

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.

It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

Job Family Marketing Job Function Marketing Strategy

Pay Type Salary

Education Level Bachelor’s Degree

Encino Building #2, Austin, Texas, United States of America

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