Marketing Manager, Public Fund Services

SUMMARY

We are seeking a Marketing Manager, Public Fund Services to support the growth of Ultimus Fund Solutions’ registered fund business. This role is responsible for developing and executing product- and segment-specific marketing programs that support awareness, engagement, and sales enablement for public fund clients and prospects.

KEY ACCOUNTABILITIES

Strategy 

• Develop segment-specific marketing strategies for Ultimus Public Fund Services including ETFs, mutual funds, and retail alternatives in collaboration with marketing, sales, and public fund leadership. 

• Help define messaging and positioning for Public Fund Services across channels including hosted events, website, social media, paid media, industry publications, and through co-marketing initiatives.

• Identify campaign themes aligned to market developments, product, and sales priorities. 

• Help define ideal client profiles for registered fund prospects and develop account‑based marketing strategies that prioritize high‑value accounts, consultants, influencers, and buying groups.
• Help define and manage marketing budget for Ultimus Public Fund Services.
• Participate in annual strategy planning with commercial and private fund services business leadership.
• Ongoing audit of key competitor activities.
• Participate in relevant monthly product steering committee meetings.

Content and campaign execution 

• Collaborate on creation of editorial calendar (annual, quarterly, monthly) and manage distribution of high-quality content across the public fund business and various customer segments.

• Create blogs, whitepapers, case studies, webinars, videos, and collateral for public fund audiences. 

• Partner with subject matter experts to translate technical and regulatory topics into clear market-facing content. 

• Develop sales enablement materials including pitch decks, fact sheets, and product overviews. 
• Lead the strategy for public funds industry events including pre-event outreach and post-event lead nurturing to ensure maximum ROI from sponsorships. Occasionally join sales and business teams at key events.

Digital and integrated marketing 

• Collaborate with demand generation and corporate marketing on digital campaigns, press releases, and landing pages.

• Support webinar and virtual event development, promotion, and follow-up. 

Performance tracking and optimization 

• Monitor engagement and campaign metrics and provide insights to leadership. 

• Refine messaging and content based on performance data and sales feedback.
• May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE

• Bachelor’s degree in Marketing, Communications, Business or related field.
• 5-7 years experience in B2B digital marketing, ideally in financial services.
• Excellent communication skills, with the ability to simplify complex technical concepts for various audiences.
• Strong stakeholder management skills.
• Travel may be required up 10%.

Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.