Head of Marketing, Motley Fool Asset Management

Strategy & Planning:

• Develop and evolve the firm's marketing strategy across retail investor and professional advisor/RIA audiences, translating business goals into actionable plans with clear timelines and KPIs.
• Build and maintain a firm-wide marketing calendar covering campaigns, email sends, collateral deadlines, advisor calls, and compliance review windows.
• Identify and launch marketing partnerships with distribution partners, content platforms, and listing exchanges.

Multi-Channel Execution:

• Own a comprehensive multi-channel program spanning email, digital advertising, social media, webinars, events, pitchbooks, and content marketing.
• Coordinate conferences, industry events, and quarterly advisor calls — managing logistics, messaging, and materials.
• Oversee PR efforts with external agency partners; support podcasting initiatives and direct response programs for retail investors.

Compliance & AI Fluency:

• Build L&C review windows into every production schedule; own records-retention processes per firm and regulatory requirements.
• Use AI tools to accelerate drafts and streamline tasks, applying rigorous editorial judgment for accuracy and compliance.
• Establish internal guidelines for AI use in marketing and stay current on SEC/FINRA implications.