Teams at Victory Capital

Reviews and approves marketing, advertising, sales, digital, and institutional materials for investment products across RIA, broker-dealer, and direct platforms. Interprets SEC, FINRA, MSRB, and related regulations; advises Marketing, Portfolio Management, Product, Administration, and Legal; improves compliance policies and processes; supports regulatory examinations; and contributes to compliance initiatives and technology improvements.

Design and execute omni-channel marketing campaigns for the Intermediary distribution channel; manage campaign calendar, project plans and product launches; create partner-tailored collateral and sales enablement; analyze campaign performance and optimize; support events, compliance reviews, and cross-functional alignment to drive growth for SMAs and other products.

Provide analytical support and build advanced investment risk analytics and reporting. Monitor risk reporting architecture, produce performance and risk commentary, support new strategy on-boarding, lead special research projects, and collaborate with investment franchises and firm functions to enhance data, visualizations, and model setups.