Marketing Operations Manager

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Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. Job Description 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 Responsibilities Investment 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. Translate inputs from investment teams into clear production plans with defined timelines, milestones, and ownership. Quarter-End Production Leadership Lead the quarter-end investment content production cycle, ensuring deadlines are met across all strategies. Identify bottlenecks, dependencies, and risks early; proactively adjust workflows to maintain timelines. Continuously refine and streamline quarter-end processes to reduce cycle time, rework, and manual effort. Process & Workflow Management Design, 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 Partnership Work 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 & Scale Identify 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 & Experience Bachelor'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). Strong familiarity with investment collateral types and approval workflows. Experience partnering with compliance and regulated content review processes. Exceptional project and process management skills with strong attention to detail. Highly organized, proactive, and comfortable operating independently. Strong cross-functional communication and stakeholder management skills. Ability to thrive in fast-paced, deadline-driven environments. 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. At KAR, we take great pride in offering our valued team members an extensive and highly competitive benefits package. Below, you will find a brief benefits overview: Competitive Pay Medical, Dental, and Vision Insurance (starting day 1) Life and Disability Insurance Health Savings Account with a Company Match Flexible Spending Accounts including Dependent Care Wellness Program Tuition Reimbursement 24-Hour Employee Assistance Program Adoption Assistance Paid Family Care Time Paid Volunteer days Company Background Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing c

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