Mutual Fund Marketing Specialists


Exploring this Job

Consider joining a high school or college chapter of DECA (, a nonprofit organization that hosts competitions, leadership training programs, and educational conferences for students who are interested in careers in marketing, finance, management, and hospitality. Ask your teacher or career counselor to help arrange an information interview with a marketing specialist. LinkedIn is another good resource to help locate potential interviewees. Create a marketing campaign for a product or service, and test it out on your family and friends. Finally, check out the following resources to learn more about marketing and mutual funds:

  • Alert!:
  • Journal of Marketing:
  • Marketing For Dummies (For Dummies, 2014)
  • Social Media Marketing For Dummies (For Dummies, 2018)
  • Investing For Dummies (For Dummies, 2017)
  • The Experts-Mutual Fund Marketing:

The Job

In the increasingly competitive mutual fund industry, a confusing investor prospectus, a poorly written Web site, or a downright boring social media presence can mean the difference between a mutual fund company attracting investors—or not. As a result, marketing specialists are playing an increasing role at mutual fund companies (or their service providers). Their duties vary based on the size of their employer, its investing practices and products, other factors, but most have the following responsibilities: 

  • creating fund prospectuses, brochures, fact sheets, Web site content (including social-media posts), e-mails, articles, white papers, mailers, infographics, and other marketing materials
  • developing and executing marketing campaigns and initiatives at various stages of the product lifestyle, including fund launches and investor retention campaigns
  • working closely with compliance, legal, and other departments, as well as design professionals, to develop marketing campaigns that target various demographic groups
  • conducting competitor and market research to understand industry and competitive trends
  • monitoring and reporting on the effectiveness of ongoing marketing programs
  • designing and updating the firm’s Web site and social media channels (LinkedIn, Twitter, etc.), as well as implementing strategies to drive traffic to these sites via search engine optimization and other approaches
  • creating and managing databases of current and potential investors and using customer relationship management software to interact with these groups
  • developing short- and long-term plans and budgets for the marketing department.