• Develop and evolve the firm's marketing strategy across retail investor and professional advisor/RIA audiences, translating business goals into actionable plans with clear timelines and KPIs • Build and maintain a firm-wide marketing calendar covering campaigns, email sends, collateral deadlines, advisor calls, and compliance review windows — proactively briefing distribution teams ahead of investor communications • Identify and launch marketing partnerships with distribution partners, content platforms, and listing exchanges • Own a comprehensive multi-channel program spanning email, digital advertising, social media, webinars, events, pitchbooks, and content marketing • Coordinate conferences, industry events, and quarterly advisor calls — managing logistics, messaging, and materials • Oversee PR efforts with external agency partners; support podcasting initiatives and direct response programs for retail investors • Own the end-to-end collateral workflow — from briefing through design, copywriting, L&C review, Red Oak submission, and distribution • Serve as the firm's QC gatekeeper: review all materials with rigorous attention to data accuracy, language consistency, and regulatory compliance before publication • Run the automated collateral production process; maintain a version-controlled collateral library; manage the Morgan Stanley 4U platform • Publish fund data quarterly to eVestment, Wilshire, and other distribution databases; monitor the firm website for accuracy and freshness • Ensure advisor call recordings are pre-approved, reviewed, and published to the website without compliance surprises • Build L&C review windows into every production schedule; own records-retention processes per firm and regulatory requirements • Demonstrate working knowledge of SEC/FINRA advertising rules applicable to registered investment advisers and ETF products • Own the marketing budget — tracking spend across channels, vendors, and campaigns to ensure the team operates on plan throughout the year • Manage agency, freelancer, and platform contracts; negotiate vendor agreements to maximize value and flag budget risks or overages proactively • Prepare budget reporting and reconciliation for leadership, with clear visibility into committed spend, actuals, and remaining capacity • Manage designers, copywriters, and agency partners; recommend build vs. outsource decisions as the program scales • Track marketing KPIs via HubSpot, Google Analytics, or similar tools; report performance insights to leadership • AI fluency is a core expectation of this role. The Head of Marketing is expected to leverage AI tools to elevate team output and apply sound editorial judgment before any AI-generated content reaches investors or compliance review. • Use AI tools (e.g. ChatGPT, Claude, Copilot, Jasper) to accelerate drafts for marketing copy, emails, commentary, pitchbooks, and social content • Streamline repetitive production tasks — collateral updates, data population, distribution management — with AI-assisted workflows • Evaluate and recommend AI platforms that improve the team's efficiency across content, campaign management, and analytics • Apply rigorous editorial judgment to all AI-generated content — accuracy, compliance, and brand consistency are non-negotiable before publication • Establish internal guidelines for AI use in marketing, in coordination with legal and compliance; stay current on SEC/FINRA implications • Proactively brief leadership on emerging AI tools, risks, and competitive developments relevant to ETF marketing