Head of Marketing
Saturna Capital•Bellingham, WA
•Onsite
About The Position
Saturna Capital is seeking an experienced Head of Marketing to lead the planning, prioritization, and execution of marketing initiatives across our investment products and business lines. This strategic, hands-on leadership role will help translate firm and distribution priorities into integrated marketing programs that strengthen product positioning, support business growth, and deliver high-quality, compliant communications. The Head of Marketing will partner closely with senior leadership, Distribution, Investment Management, Product, and Compliance. The successful candidate will bring a strong understanding of asset-management marketing, investment-product distribution, and the audiences served by financial advisors, intermediaries, institutions, and individual investors.
Requirements
- Five or more years of progressively responsible marketing experience, including experience in asset management, financial services, or a closely related investment business.
- Strong understanding of investment products and asset-management distribution channels, ideally including mutual funds, ETFs, separately managed accounts, wealth management, or comparable offerings.
- Experience developing marketing programs for financial advisors, intermediaries, institutions, and/or individual investors.
- Demonstrated ability to contribute strategically while driving hands-on execution in a fast-moving, deadline-driven environment.
- Experience partnering with sales or distribution teams, investment professionals, senior leaders, and other cross-functional stakeholders.
- Strong leadership, coaching, communication, analytical, and project-management skills.
- Excellent judgment, attention to detail, and ability to manage competing priorities with professionalism and sound decision-making.
- Knowledge of brand strategy, design principles, digital marketing, content development, advertising, and campaign management.
- Proficiency with Microsoft Word and Excel; familiarity with Adobe Creative Cloud, industry-standard marketing tools, and Apple computers is preferred.
- Experience with investment-product launches, advisor distribution, or intermediary marketing is strongly preferred.
- Bachelor’s degree in marketing, business, communications, finance, or a related field.
- 5+ years of progressively responsible marketing experience, including meaningful experience at an asset management firm or closely related investment business.
- Strong understanding of investment products, asset-management distribution channels, financial advisors, and intermediary audiences.
- Experience partnering with sales/distribution and investment professionals.
- Demonstrated ability to contribute to strategy while also driving execution.
- Strong leadership, communication, analytical, and project-management skills.
- Obtain FINRA SIE, Series 7, Series 63, and Series 24 within first 9 months of employment
Nice To Haves
- Familiarity with Adobe Creative Cloud, industry-standard marketing tools, and Apple computers is preferred.
- Experience with investment-product launches, advisor distribution, or intermediary marketing is strongly preferred.
Responsibilities
- Develop and execute integrated marketing plans that align with firm priorities, product strategy, distribution goals, and audience needs.
- Partner with internal stakeholders to shape marketing strategy, product positioning, competitive differentiation, and go-to-market initiatives.
- Create and guide marketing programs for mutual funds, ETFs, separately managed accounts, wealth-management services, and related offerings.
- Support existing products, new product launches, platform opportunities, advertising, digital campaigns, thought leadership, events, and content initiatives.
- Lead, coach, and support a marketing team working across design, content, digital, and video; establish priorities, delegate work effectively, and maintain accountability for quality and deadlines.
- Manage marketing intake, prioritization, workflow, timelines, and resource allocation across concurrent projects and stakeholder needs.
- Serve as a trusted, professional liaison between Marketing and cross-functional stakeholders, clearly communicating priorities, decisions, timelines, and tradeoffs.
- Ensure marketing materials align with brand standards and applicable regulatory requirements; work closely with Compliance to support timely review and approval.
- Define, track, and report marketing activity, campaign performance, and key performance indicators; use results to improve strategy, process, and impact.
- Identify and implement improvements to marketing processes, systems, efficiency, and quality.
Benefits
- 100% company-paid medical premium for employees; High-deductible plan offers full family coverage at no cost to employee
- Health Savings Account with employer contribution
- Employee Assistance Program
- regular Wellness activities
- Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness
- 401k with generous match
- Profit sharing and annual performance bonuses
- 11 personal and 10 vacation paid days off after first year of service
- 10 paid holidays (per NYSE holiday schedule)
- Paid Parental and Bereavement leaves
- Up to $2,000 per month in childcare/tuition assistance
- Adult continuing education and professional development assistance
- Home-buyer assistance program
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What This Job Offers
Job Type
Full-time
Career Level
Senior
