Investment Marketing Operations Lead

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.

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 capital for a single family to including family members, friends, and eventually a broader clientele comprising high net-worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut.

We employ a long-term oriented, quality investment strategy across all of our investment disciplines. To KAR, quality means that a company has competitive strengths that will allow it to grow and remain successful over time, both in investment management and wealth management business lines.

Team Approach

The most important asset KAR has is the people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and are proud to be part of this organization. They create the client experience as a team, and as a team, strive to make the best decisions for their clients.

Culture and Awards

• Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect.

• Ranked #3 on Barron’s top 100 investment advisors.

• Ranked #7 of RIA firms by Forbes in 2024

• Wealth for Good Awards – Best Corporate Social Responsibility program

KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

For additional information on Kayne Anderson Rudnick, please access the firm’s web site at www.kayne.com

This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.