BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:


Job Type:
Permanent

Title:
Marketing Director

Location:
Southern California (Relocation available)

Description:
Title: Marketing Director
Location: Southern California (Relocation available)
Compensation: Strong base salary plus bonus

Summary/Responsibilities:
Growing investment management firm seeks talented marketing professional to further develop firm’s marketing strategy/brand-building initiative via integrated communications programs
Role will potentially offer track to Chief Marketing Officer function
Must be able to educate key market channels – high-net-worth/institutional investors/RIAs and B-Ds – about hedge fund products
Must have extremely high level capability/knowledge surrounding the following areas:
market positioning/brand identity/value proposition messaging/distribution and channel strategies/client retention/relationship expansion/e-engagement/product launches/campaigns/graphic design/brand standards/web strategy/webinars/marketing production and execution
Work closely with senior management to develop strategic marketing plans for all distribution channels
Oversee execution of strategic marketing plans through websites/direct mail/electronic delivery/webinars/onsite meetings/presentations/conferences/seminars/public relations
Lead new product launches and manage production/distribution of comprehensive investment fund materials on weekly/bi-weekly/monthly basis
Create/implement/direct business-development and client-servicing campaigns using CRM software
Manage information delivery to current clients to enhance customer service/retention
Work closely with Research Department to produce/distribute white papers on hedge-fund strategies
Lead the writing/design/editing/production of all marketing materials/communications
Produce firm’s annual investment conference
Ensure compliance with investment industry regulatory restrictions covering marketing/business development
Lead/manage/develop a staff of professionals

Requirements:
7+ years marketing experience required
5+ years alternative investment experience and in-depth knowledge of hedge fund/managed futures strategies/products required
Strong samples of work required
Deep understanding of investment management and ability to apply analytical skills to communicate complex investment strategies required
Familiarity with high-net-worth investors, RIAs/BDs required
Experience at top tier financial services firm strongly preferred
MBA or similar credential strongly preferred
Design experience strongly preferred
Understanding of regulation/compliance governing BDs/RIAs and the marketing of hedge funds/managed futures investments
Outstanding skill working collaboratively with senior management/client-development executives/other departments
Leadership skills to develop strong internal team
Effective communicator with superb writing ability across all functional marketing activities
Highly analytical eye for detail/precision
Project-management experience
Strong PowerPoint skills and expertise across the MS Office suite required
Preferred: CRM experience, Series 7, 63/65 and 3 registrations, CAIA


Category:
Alternative Investments // Asset Management // Broker Dealer // Sales and Marketing

Contact:
Tamara@bcius.com