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Director, North America Wealth & Individual Investor Marketing
Russell Investments
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About this role
Salary Range: $160,000 USD - $175,000 USD Specific compensation will be based on candidate’s experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs.
Job Description: 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 c losely 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 product s , 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 D istribution leadership , S trategic A ccounts , S ales and Product Marketing to shape go-to-market priorities , advisor engagement plans and intermediary par tner initiatives.
• Support a sales-driven culture by developing marketing strategies and messaging that help advisors engage more effectivel y 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 M arketing 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,
Salary insight
This posting doesn't disclose pay. Across 9,711 New York jobs with disclosed salaries on ForgeApply, the median is $160k.
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