Fund Marketing Manager

Fund / Investor Marketing Manager

Location: Ames, Iowa

Company: Haverkamp Group

Position Purpose

The Fund / Investor Marketing Manager will lead marketing strategies that build investor awareness, generate qualified inbound leads, and support capital-raising objectives. This role will create a scalable system for attracting, educating, and nurturing prospective investors.

The position will partner with finance, asset management, compliance, subject-matter experts, and the marketing team to deliver accurate, compliant, and institutional-quality investor marketing.

This is a marketing and lead-generation role. It does not include direct solicitation, investment recommendations, or activities requiring securities registration.

Key Responsibilities

Investor Lead Generation and Funnel Management

• Develop strategies that generate qualified investor interest.

• Own the investor marketing funnel, including lead capture, segmentation, nurture campaigns, CRM workflows, and conversion tracking.

• Manage HubSpot or a comparable marketing automation platform.

• Establish processes for qualifying and transferring investor inquiries to appropriately licensed representatives.

Fund Positioning and Campaign Strategy

• Develop clear positioning and messaging for funds and investment offerings.

• Translate investment strategies, performance, and market opportunities into investor-friendly narratives.

• Create integrated marketing plans for fund launches, investment opportunities, and investor education.

• Ensure consistent messaging across campaigns, events, materials, and digital channels.

Investor Communications and Content

• Lead investor email, newsletter, educational content, and nurture strategies.

• Direct the development of pitch decks, one-pagers, fund summaries, case studies, landing pages, and digital content.

• Provide strategic direction and content briefs to internal and external marketing resources.

• Maintain a library of current, approved, and compliance-ready materials.

Digital Marketing and Events

• Manage investor-focused strategies across the website, email, LinkedIn, paid media, and landing pages.

• Develop marketing plans for webinars, dinners, presentations, and investor events.

• Coordinate audience targeting, promotion, registration, lead capture, and follow-up.

• Track event engagement and resulting investor opportunities.

Analytics and Optimization

• Establish key performance indicators for investor marketing.

• Track lead generation, campaign engagement, conversions, and marketing-attributed opportunities.

• Provide performance reporting and recommendations to leadership.

• Manage the investor marketing budget and optimize campaigns based on results.

Compliance Coordination

• Coordinate compliance review and approval of investor-facing communications.

• Maintain documentation of approved materials and campaigns.

• Ensure marketing activities remain separate from securities-related activities requiring registration or licensing.

Qualifications

Required

• Three to seven or more years of experience in financial services, investment marketing, real estate investment marketing, or a related field.

• Experience developing lead-generation and nurture strategies.

• Strong writing, messaging, digital marketing, and project-management skills.

• Ability to translate complex financial concepts into clear communications.

• Experience using campaign data to improve marketing performance.

• Strong attention to detail and comfort working in a regulated environment.

Preferred

• Experience marketing private placements, investment funds, or alternative investments.

• Experience communicating with accredited or high-net-worth investors.

• Familiarity with securities marketing compliance.

• Experience with HubSpot or a comparable platform.

• Familiarity with real estate investment terminology and fund structures.

Success Profile

The successful candidate:

• Thinks strategically and builds scalable marketing systems.

• Develops clear and compelling investment narratives.

• Balances creativity with accuracy, compliance, and attention to detail.

• Collaborates effectively across investment, financial, compliance, and marketing teams.

• Focuses on measurable results, including qualified leads, engagement, funnel progression, and conversions.

Performance Measures

Success may be evaluated based on:

• Growth in qualified investor leads.

• Campaign engagement and conversion rates.

• Lead-to-meeting conversion and funnel progression.

• Performance of digital, content, email, and event initiatives.

• Effectiveness of HubSpot and investor marketing workflows.

• Accuracy, timeliness, and compliance of investor communications.

Compensation

Base salary plus a performance-based bonus tied to defined marketing key performance indicators.

Compensation will not be based on individual securities transactions unless the employee is appropriately registered and holds all required licenses.