Head of Marketing Operations Remote
$115k - $140kVirtus Investment Partners
Investment Marketing Operations LeadAlthough we value experience and skills, we also care about who you are. We are seeking a highly organized, execution-focused Investment Marketing Operations Lead to serve as the end-to-end owner of the investment collateral creation and production process. This is an individual contributor role (no people management) responsible for orchestrating the quarterly production cycle for investment materials, partnering closely with Investments, Marketing, Compliance, and external vendors to ensure timely, high-quality, and compliant deliverables.This role acts as the central quarterback for investment content production—designing and managing workflows, improving efficiency, and streamlining the quarter-end process across strategies.Core ResponsibilitiesInvestment Collateral Production (Primary Focus)Own the end-to-end process for creation, updates, and production of investment collateral, including fact sheets, commentaries, presentations, and related materials.Serve as the single point of coordination across Investments, Marketing, Compliance, and external design/printing partners.Quarter-End Production LeadershipLead the quarter-end investment content production cycle, ensuring deadlines are met across all strategies.Identify bottlenecks, dependencies, and risks early; Process & Workflow ManagementDesign, document, and maintain standardized workflows for investment content production.Manage project tracking, version control, approvals, and handoffs across teams.Partner with Compliance to ensure all materials meet regulatory and brand standards prior to release.Cross-Functional PartnershipWork closely with portfolio managers, analysts, marketing, compliance, and operations to align on priorities and delivery expectations.Act as a trusted operational partner to the investment team, enabling them to focus on content and insights rather than logistics.Coordinate with external vendors to manage production schedules, revisions, and delivery quality.Continuous Improvement & ScaleIdentify opportunities to introduce tools, templates, automation, or standardization to improve efficiency.Develop best practices for repeatable, scalable investment content production as the platform grows.Qualifications & ExperienceBachelor's degree in Marketing, Communications, Finance, or a related field.6–10+ years of experience in marketing operations, investment marketing, creative services, or production management—preferably within investment management, asset management, or financial services.Hands-on experience managing complex, deadline-driven production cycles (quarter-end experience strongly preferred).Experience partnering with compliance and regulated content review processes.Exceptional project and process management skills with strong attention to detail.Strong cross-functional communication and stakeholder management skills.Process-oriented mindset with a continuous improvement approach.The starting base salary is $115,000.00 to $140,000 plus applicable bonuses and incentives. The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.We offer a flexible hybrid work environment designed to promote collaboration and work–life balance, with employees working in the office three days per week and remotely two days per week. As our business continues to evolve, we may refine this approach to best support our teams, clients, and long-term success, and we are committed to communicating any changes thoughtfully and with as much advance notice as possible.Competitive PayMedical, Dental, and Vision Insurance (starting day 1)Life and Disability InsuranceHealth Savings Account with a Company MatchFlexible Spending Accounts including Dependent CareWellness ProgramTuition Reimbursement24-Hour Employee Assistance ProgramAdoption AssistancePaid Family Care TimePaid Volunteer daysCompany BackgroundKayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net-worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. We employ a long-term oriented, quality investment strategy across all of our investment disciplines. To KAR, quality means that a company has competitive strengths that will allow it to grow and remain successful over time, both in investment management and wealth management business lines.Team ApproachThe most important asset KAR has is the people. Ranked #7 of RIA firms by Forbes in 2024Wealth for Good Awards – Best Corporate Social Responsibility programKAR 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, disability, or veteran status.For additional information on Kayne Anderson Rudnick, please access the firm's web site at position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.
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