Published: Sep 23, 2025 - The Institutional Marketing Manager sets, oversees, and communicates measurable marketing objectives while developing client segmentation strategies and campaigns across all stages of the client lifecycle. This role involves collaborating with portfolio managers, sales teams, and marketing peers to produce materials and messaging that drive sales growth, retention, and asset goals, while leveraging digital and innovative approaches. The manager also analyzes competitor data, tracks industry trends, and translates technical investment capabilities into actionable, integrated marketing initiatives across design, execution, and measurement phases.

Tips for Institutional Marketing Manager Skills and Responsibilities on a Resume
1. Institutional Marketing Manager, Harris Associates, Chicago, IL
Job Summary:
- Own and manage B2B marketing campaigns from start to finish.
- Campaign planning and execution of online lead generation.
- Customer acquisition across multiple paid channels such as Facebook, Google and LinkedIn.
- Use knowledge of the customer to develop ad assets that communicate product value.
- Set up of campaigns, including running regular reports, analysis and optimisation based on cost and ROI, scaling based on performance.
- Improve site traffic conversion through experimentation with customised landing pages.
- Nurture leads and increase activation through marketing automation.
- Maximise customer lifetime value by planning and delivering CRM strategies based on customer segmentation to encourage customer retention and loyalty.
Skills on Resume:
- Campaign Management (Soft Skills)
- Lead Generation (Hard Skills)
- Paid Advertising (Hard Skills)
- Ad Development (Hard Skills)
- Data Analysis (Hard Skills)
- Conversion Optimisation (Hard Skills)
- Marketing Automation (Hard Skills)
- CRM Strategy (Soft Skills)
2. Institutional Marketing Manager, Dimensional Fund Advisors, Austin, TX
Job Summary:
- Create idea generation as well as tactical planning in support of identified business initiatives.
- Develop tactical plans to support and position specific investment capabilities or initiatives.
- Give budget, resources, and analysis of the competitive landscape, drawing on appropriate marketing tools (content, road shows, speaking opportunities, webinars, sponsorships, PR, web).
- Promote and differentiate identified strategies and/or initiatives.
- Analyze and monitor relevant industry trends and draw on investment and market knowledge to make informed recommendations and decisions.
- Manage the development and execution of integrated investment marketing campaigns.
- Draw on investment and market knowledge as well as marketing and project management skills.
- Manage the development of engaging, timely and meaningful output and integrated campaigns to support identified strategies and/or initiatives.
Skills on Resume:
- Idea Generation (Soft Skills)
- Tactical Planning (Hard Skills)
- Budget Management (Hard Skills)
- Competitive Analysis (Hard Skills)
- Strategic Promotion (Soft Skills)
- Industry Trend Analysis (Hard Skills)
- Campaign Management (Hard Skills)
- Decision Making (Soft Skills)
3. Institutional Marketing Manager, Capital Group Companies, Los Angeles, CA
Job Summary:
- Provide direction and input on content.
- Manage appropriate resources in the creation and production of output from initial idea through final, legally approved product, as well as dissemination and measurement.
- Responsible for presentation decks, sales and client collateral, advertisements, web content, investment dialogues/viewpoints, direct mail, email promotions and newsletters.
- Gather required background and perspective from GIS relationship managers, investment professionals and other business unit managers.
- Provide informed direction to writing and creative teams.
- Ensure projects are properly executed and content meets the desired need.
- Inform relationship managers around an integrated approach to using content, collateral and tools and ensure relevant content, collateral and tools are updated.
- Support various ad hoc marketing projects and initiatives, including cross-business unit efforts.
Skills on Resume:
- Content Direction (Soft Skills)
- Resource Management (Hard Skills)
- Content Production (Hard Skills)
- Collaboration (Soft Skills)
- Creative Direction (Soft Skills)
- Project Execution (Hard Skills)
- Content Integration (Hard Skills)
- Cross-Unit Support (Soft Skills)
4. Institutional Marketing Manager, UBS, Weehawken, NJ
Job Summary:
- Set, oversee, and communicate measurable channel marketing objectives.
- Develop client segmentation support and marketing programs appropriate for each segment.
- Create campaigns needed for various stages of a client’s lifecycle including awareness, consideration, conversion, service and retention.
- Build relationships and collaborate with portfolio managers, sales teams, and product and marketing peers.
- Produce materials and messaging that support sales growth, retention and asset goals within the institutional channel.
- Work closely with the digital marketing team to develop a digital approach and execution.
- Innovate and explore new tactical and strategic initiatives focused on growing business.
- Utilize competitor data to identify opportunities to differentiate in the institutional marketplace and track industry trends.
- Understand and articulate technical investment capabilities and differentiators into actionable.
- Develop and deliver integrated marketing and campaign initiatives, including strategic development and implementation of marketing deliverables across all five of the key phases, including Design, Build, Launch, Monitor and Measure.
Skills on Resume:
- Channel Objectives (Hard Skills)
- Client Segmentation (Hard Skills)
- Lifecycle Campaigns (Hard Skills)
- Relationship Building (Soft Skills)
- Sales Support (Hard Skills)
- Digital Marketing (Hard Skills)
- Business Innovation (Soft Skills)
- Competitive Analysis (Hard Skills)