Role Overview for Head of Institutional Marketing with a Global Asset Manager – Los Angeles, CA
JRG Partners is proud to partner with a premier global asset management firm in their search for a visionary and strategic Head of Institutional Marketing. Based in their dynamic Los Angeles office, this executive-level position offers a unique opportunity to shape the marketing narrative and drive the growth of a multi-billion dollar institutional business. Our client is renowned for its disciplined investment approach, commitment to client success, and a collaborative, forward-thinking culture. They manage a diverse portfolio of assets for a sophisticated client base that includes pension funds, endowments, foundations, sovereign wealth funds, and corporate plans.
The Head of Institutional Marketing will be a key member of the firm’s leadership team, responsible for developing and executing a comprehensive, multi-channel marketing strategy that enhances brand presence, generates qualified leads, and supports asset-raising efforts across the globe. This role requires a seasoned leader who can blend strategic thinking with hands-on execution, inspire a high-performing team, and build strong relationships with key stakeholders, including portfolio managers, sales teams, and senior executives. You will be the architect of the firm’s institutional voice, crafting compelling messaging and thought leadership that resonates with the complex needs of institutional investors. The ideal candidate is a data-driven innovator with a deep understanding of the asset management landscape, investment products, and the nuances of marketing to sophisticated financial institutions. This is a career-defining role for an individual looking to make a significant impact on a growing and respected global firm.
Key Responsibilities of Head of Institutional Marketing with a Global Asset Manager – Los Angeles, CA
The Head of Institutional Marketing will have a broad and impactful remit, overseeing all aspects of marketing strategy and execution for the institutional channel. Key responsibilities are multifaceted and include:
Strategic Planning & Leadership
- Develop, articulate, and execute a comprehensive institutional marketing plan that aligns with the firm’s overall business objectives, sales targets, and AUM growth goals.
- Serve as a strategic partner to the institutional sales and client service teams, providing marketing insights and support to drive new business and retain existing clients.
- Conduct in-depth market research and competitive analysis to identify trends, opportunities, and threats, using these insights to refine marketing strategies and product positioning.
- Establish and manage the institutional marketing budget, ensuring optimal allocation of resources to maximize ROI and achieve key performance indicators (KPIs).
- Provide senior leadership with regular, data-driven reports on marketing performance, campaign results, and progress against strategic goals.
Brand, Messaging & Content Development
- Define and maintain a consistent and compelling brand message for the institutional channel that differentiates the firm from its competitors and highlights its unique value proposition.
- Oversee the creation of a robust thought leadership program, collaborating with investment teams to produce insightful content such as white papers, market commentaries, research reports, and webcasts that engage institutional audiences.
- Direct the development and maintenance of all institutional marketing collateral, including pitch books, fund factsheets, due diligence questionnaires (DDQs), and presentations, ensuring accuracy, brand consistency, and regulatory compliance.
- Tailor messaging and content for specific institutional segments (e.g., public pensions, corporate plans, E&Fs) and geographic regions to ensure maximum relevance and impact.
Multi-Channel Campaign Management
- Design and implement integrated marketing campaigns across multiple channels—including digital, email, events, PR, and social media—to build brand awareness and generate qualified leads.
- Lead the digital marketing strategy for the institutional business, overseeing the firm’s institutional website, SEO/SEM, email marketing automation, and social media presence.
- Develop and manage a strategic events program, including proprietary events, webinars, and participation in key industry conferences, to foster client engagement and prospecting opportunities.
- Partner with the public relations and communications teams to secure positive media coverage and enhance the visibility of the firm’s investment experts and strategies.
Team Management & Development
- Lead, mentor, and develop a team of marketing professionals, fostering a culture of collaboration, innovation, accountability, and continuous improvement.
- Set clear goals and objectives for the team, providing regular feedback, performance reviews, and professional development opportunities.
- Structure the marketing team effectively to ensure efficient workflow and alignment with the needs of the business.
- Manage relationships with external agencies, vendors, and consultants to ensure high-quality execution and value.
Requirements for the Head of Institutional Marketing with a Global Asset Manager – Los Angeles, CA
The successful candidate will be a proven marketing leader with extensive experience in the asset management industry and a track record of success in driving growth within the institutional channel.
Educational & Professional Qualifications
- Bachelor’s degree in Marketing, Finance, Business, Communications, or a related field is required.
- An MBA or other advanced degree is highly preferred.
- CFA, CAIA, or other relevant professional certifications are a significant plus.
Experience & Knowledge
- A minimum of 15 years of progressive marketing experience, with at least 7-10 years in a leadership role within the asset management or financial services industry.
- Demonstrable experience developing and executing marketing strategies specifically for institutional investors (pensions, endowments, foundations, consultants, etc.).
- Deep understanding of a wide range of investment strategies, including equities, fixed income, and alternatives.
- Proven track record of successfully leading and managing high-performing marketing teams.
- Strong knowledge of the regulatory environment and compliance requirements governing investment marketing, including familiarity with the SEC Marketing Rule.
- Experience managing significant marketing budgets and demonstrating measurable ROI.
Skills & Abilities
- Exceptional strategic thinking and analytical skills, with the ability to translate business goals into actionable marketing plans.
- Outstanding written and verbal communication skills, with the ability to articulate complex financial concepts to a sophisticated audience.
- Strong leadership and interpersonal skills, capable of influencing and collaborating effectively with senior executives, investment professionals, and sales teams.
- Proficiency with modern marketing technology stacks, including CRM (e.g., Salesforce), marketing automation (e.g., Marketo, Pardot), and analytics platforms.
- A creative and innovative mindset with a passion for storytelling and brand building.
- Excellent project management and organizational skills, with the ability to manage multiple priorities in a fast-paced environment.
Benefits & Perks Offered
Our client is committed to attracting and retaining top talent by offering a highly competitive compensation and benefits package. This includes:
Competitive Compensation
A generous base salary complemented by a significant performance-based annual bonus and long-term incentive potential.
Comprehensive Health & Wellness
Premium medical, dental, and vision insurance for you and your eligible dependents, along with wellness programs, and a health savings account (HSA).
Retirement Planning
A robust 401(k) plan with a generous company match to help you plan for your future.
Generous Paid Time Off
A competitive vacation, holiday, and sick leave policy to support a healthy work-life balance.
Professional Development
A strong commitment to your growth with support for continuing education, industry conferences, and professional certifications.
Parental Leave
A comprehensive parental leave policy to support employees and their families.
Work-Life Integration
A modern and collaborative office environment in a prime Los Angeles location with flexible work arrangements.
Additional Perks
Includes employee assistance programs, commuter benefits, and corporate discounts.
How to Apply
If you are a visionary marketing leader with a passion for asset management and a proven ability to drive institutional growth, we encourage you to apply for this exciting opportunity. JRG Partners specializes in connecting exceptional talent with leading firms in the financial services industry. To be considered for this role, please submit your resume and a cover letter detailing your relevant experience and qualifications.
For more information on our expertise and other opportunities, please visit the JRG Partners’ Asset Management practice page. We look forward to reviewing your application. JRG Partners is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
