Executive Director, Marketing Operations – Investment Management

Role Overview

The Executive Director will lead the Global Marketing Operations team to drive operational excellence across the global marketing platform while advancing the firm’s automation, artificial intelligence, data governance, and digital transformation agenda. The role requires a proven leader with deep investment management experience, strong executive presence, and a demonstrated ability to scale global operations through technology, automation, and process innovation.

What You Will Do

Define and execute the global strategy for Marketing Operations, Data Management, Automation, and Business Transformation. Develop a multi-year roadmap focused on operational excellence, AI adoption, scalable operating models, and digital transformation. Lead enterprise-wide initiatives leveraging AI, automation, analytics, and emerging technologies to improve productivity, risk management, client experience, and operational effectiveness.

Why It Might Be a Fit

The successful candidate will have 15+ years of experience within Asset/Investment Management and Wealth Management, 10+ years of progressive leadership experience managing large global teams and operational functions, and a proven track record of partnering with senior executives and managing complex global stakeholder environments.

Requirements

• 15+ years of experience within Asset/Investment Management and Wealth Management
• 10+ years of progressive leadership experience managing large global teams and operational functions
• 10+ years of experience operating within a Global Capability Center (GCC), Global In-house Center (GIC), or shared services environment
• Demonstrated success leading organizations of 30+ professionals across multiple geographies and functional disciplines
• Proven track record of partnering with senior executives and managing complex global stakeholder environments
• Significant experience leading large-scale transformation, automation, and digital enablement initiatives
• Deep understanding of investment products, marketing collateral, client communications, distribution channels, and regulatory requirements
• Strong knowledge of marketing operations, data governance, workflow management, quality assurance practices, and operational risk frameworks
• Experience establishing and leading metrics-driven organizations with a strong focus on operational performance and service excellence
• Experience implementing AI, business process automation, workflow orchestration, advanced analytics, or digital transformation programs
• Experience operating within highly regulated financial services environment
• Experience with marketing technology platforms, content management systems, and digital asset management solutions
• Experience with Adobe Experience Manager (AEM), Seismic, workflow management platforms, and related marketing technologies
• Familiarity with financial data providers and platforms such as Bloomberg, Morningstar, FactSet, or similar tools
• Strong understanding of data governance, reporting, analytics, and visualization solutions
• Proficiency with business intelligence and data reporting tools
• MBA or equivalent advanced business degree preferred
• Experience leading Marketing Operations within a global asset management organization
• Experience managing global content production, collateral governance, digital marketing operations, and client communications
• Experience leading enterprise-wide transformation programs involving AI, automation, workflow modernization, and operational redesign

Benefits

• Comprehensive employee benefits and perks in the industry
• Opportunity to work alongside the best and the brightest
• Support and empowerment in the work environment
• Ample opportunity to move about the business for those who show passion and grit in their work
• Equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background
• Culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents