Senior Manager, Marketing & Communications

Leading Wealth & Investment Advisory Firm

Experience in financial/wealth/investment management industries needed either in-house or at an agency

About the Company

Our client is a well-regarded Canadian firm offering investment management and multi-family office solutions. With an emphasis on alignment, transparency, and personalized service, the team is committed to guiding clients with confidence and care. They've created a supportive, collaborative work culture that empowers team members to grow professionally while positively impacting their communities.

Responsibilities

• Marketing Strategy Execution - Spearhead the planning and rollout of marketing initiatives that support brand awareness and business growth.
• Financial & Investment Communication - Translate complex investment concepts into clear, accessible content tailored to high-net-worth audiences.
• Investor & Client Communications - Prepare timely updates, reports, and insights to strengthen investor relationships and promote transparency.
• Content Leadership - Develop a wide range of original content including articles, blog posts, thought leadership pieces, and web copy for both internal and external use.
• Public Relations & Executive Visibility - Coordinate media relations, thought leadership opportunities, and award submissions to elevate the firm's profile.
• Digital Engagement - Manage the firm's presence across professional platforms such as LinkedIn, ensuring consistency in tone, voice, and visual identity.
• Leadership Communications - Write messaging, briefing materials, and speaking points for firm executives for use in meetings, presentations, and public forums.
• Event Coordination - Oversee planning, logistics, and branding for client events, conferences, and industry sponsorships, ensuring smooth execution and professional presentation.

Experience

• 8+ years of experience in marketing, communications, or brand strategy, preferably
• Degree in marketing, business, communications, or a related discipline.
• Skilled in tools such as Excel, Canva, WordPress, and email marketing platforms.
• Demonstrated success in leading integrated marketing campaigns across content, digital, and PR.
• Event management experience, including planning and vendor coordination.