Director, North America Wealth & Individual Investor Marketing

We are seeking a highly strategic, data-driven, and growth-oriented marketing leader to serve as Director, North America Wealth & Individual Investor Marketing. This leader will play a pivotal role in shaping and executing marketing strategies that drive engagement across the U.S. intermediary and retail channels – including RIAs, broker-dealers and bank advisors. 

The Director will lead the development and execution of marketing programs designed to drive awareness, engagement, influence business priorities, lead generation, and business growth across the wealth management and individual investor segments. 

Partnering closely with the sales, strategic accounts and product marketing teams to deliver initiatives that bring our firm’s highest- investment solutions to U.S. advisors and investors. This leader has the skillset to launch and sustain products, including separately managed accounts, direct indexing, ETFs, model strategies, private markets and mutual fund offerings. From early planning through long-term engagement, this role will guide products through the full lifecycle and develop campaigns that resonate with both advisors and end investors. 

This is an opportunity for a strategic and hands-on marketing leader who thrives in a collaborative, fast-paced environment. The ideal candidate will bring a proven track record of building and optimizing sophisticated marketing programs that influence advisor and investor behaviors while delivering measurable business outcomes. 

Key Responsibilities 

Develop and Execute Growth Marketing Strategy 

• Lead the U.S. Advisor & Intermediary Solutions (AIS) marketing strategy in alignment with retail sales objectives, growth priorities and strategic accounts initiatives. 

• Develop integrated, multi-channel marketing programs for wealth management and individual investor audiences, including digital, email, webinars, advertising and social media, to elevate Russell Investments’ brand and deepen engagement with advisors, intermediary partners and investors. 

• Support the positioning and commercialization of new and existing investment solutions, from launch planning through ongoing campaigns and long-term engagement.  

Business Partnership & Commercial Enablement 

• Serve as a strategic marketing partner to Distribution leadership, Strategic Accounts, Sales and Product Marketing to shape go-to-market priorities, advisor engagement plans and intermediary partner initiatives.  

• Support a sales-driven culture by developing marketing strategies and messaging that help advisors engage more effectively with Russell Investments’ solutions and support business growth. 

• Partner closely with wholesaling teams to execute timely, effective initiatives that support advisor engagement, adoption and sales outcomes. 

Campaign Leadership & Operational Excellence 

• Lead the planning and execution of integrated campaigns supporting product launches, thought leadership, advisor engagement, and brand-building initiatives across the U.S. advisor market. 

• Manage campaign timelines, budgets, stakeholder communication, and vendor coordination to ensure high-quality, on-brand delivery. 

• Collaborate across teams to drive operational efficiency and scalable marketing processes while remaining closely involved in day-to-day execution and delivery. 

• Ensure consistent application of brand, messaging, and audience insights across all programs. 

Lead Team Development and Cross-Functional Collaboration 

• Foster a high-performance team culture focused on innovation, accountability, collaboration, and continuous improvement. 

• Partner with internal stakeholders – including Sales, Strategic Accounts, Product Marketing, Legal, Compliance, Digital, and Corporate Communications – to ensure quality, consistency, and strategic alignment across initiatives. 

• Partner closely with our Mumbai-based Global Marketing Operations team, who serve as an extension of our global offices, to enhance efficiency, scalability, and execution excellence. 

• Provide strategic direction to dedicated marketing operations resources supporting campaign execution, content creation, and digital experiences. 

• Work closely with the Communications team to identify opportunities to amplify campaigns and thought leadership through earned media channels. 

• Support the development of integrated communications strategies that increase visibility, credibility, and market influence among advisors and investors. 

Performance Measurement & Insights 

• Develop KPIs and performance measurement frameworks to evaluate campaign effectiveness, advisor engagement, and business impact. 

• Leverage data, analytics, and market insights to optimize marketing performance and inform strategic decision-making. 

• Present campaign results and strategic recommendations to senior stakeholders and business leaders. 

Qualifications and Required Experience 

• Bachelor’s degree in Marketing, Finance, Business, or a related field. 

• 10+ years of progressive marketing experience within asset management or financial services, ideally focused on intermediary and advisor marketing. 

• Experience in marketing a range of investment products, including ETFs, SMAs, model strategies, mutual funds and private markets 

• Demonstrated success leading paid media and digital demand generation programs at scale. 

• Demonstrated success developing and executing integrated marketing campaigns and commercialization initiatives for investment products and business solutions. 

• Strong understanding of intermediary distribution channels, including broker-dealers, banks, wirehouses and RIA segments. 

• Experience operating effectively in a hands-on, collaborative environment with the ability to balance strategic leadership and execution responsibilities. 

• Proven ability to influence stakeholders and build strong partnerships across sales, product, compliance, and executive leadership teams. 

• Experience managing complex, cross-functional initiatives within a matrixed global organization. 

• Strong analytical mindset with experience using data and insights to drive marketing effectiveness and business outcomes. 

• Familiarity with Salesforce, Marketo, Seismic, Workfront or other marketing automation and CRM tools. 

• Exceptional communication, collaboration, stakeholder management, and project leadership skills. 

• A strategic, proactive mindset with a passion for innovation, continuous improvement, and measurable business impact. 

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