Job Description

Title: Director of Marketing & Communications

Employment Term: Full-Time

Location: Los Gatos, CA

Firm Overview: 

Scharf Investments is a focused investment management firm with around $4.5 billion in assets under management and a top-tier long-term performance record. For over 40 years, the firm has provided disciplined portfolio management for individuals, retirement accounts, trusts, family offices, corporations, endowments and foundations across separately managed accounts and mutual funds. Portfolios are managed with a strict focus on valuation, margin of safety, portfolio concentration, investment flexibility and long‐term perspective. Investment solutions include mutual funds and separate accounts, offering exposure to equity, multi-asset, and fixed income investment strategies.

Description:

The Director of Marketing & Communications is a critical role responsible for management of marketing, communications and community engagement, as well as the development of strategies to support revenue generation, brand awareness and consideration, reputation management and other enterprise goals. We are seeking a proactive, creative team member who is self-starter, values collaboration, has a passion for smart marketing, and can think both strategically and tactically.

This position is responsible for developing and implementing the Companies’ overall marketing strategy and efforts to enhance Scharf’s Private Wealth, Institutional, and Mutual Fund channels. The Director of Marketing & Communications focuses on three key areas: content, digital, and data. This individual will work across the organization to support marketing plans that drive brand and product awareness, website traffic, client engagement and lead generation. Marketing touchpoints include email marketing, presentations, marketing collateral, videos, RFPs/DDQs and databases, websites and social media, paid and earned media, and virtual and in-person events. 

Job Responsibilities

• Leads digital marketing initiatives from planning through execution

• Creates marketing assets/materials and manages all facets of execution needed for marketing plans, including the development and editing of marketing content, and dissemination across digital channels 

• Coordinates and manages conferences, events and webinars, including developing and preparing agendas, securing speakers, giveaways, presentations, and other collateral as needed

• Oversees community engagement including philanthropic contributions, refinement of philanthropic goals and desired areas of impact, events participation and volunteerism metrics in support of Company culture.

• Works with subject matter experts to develop content and thought leadership

• Manages end-to-end marketing collateral maintenance for investment strategies and funds (collateral includes presentations, fund overviews, commentaries, event materials, etc.)

• Tracks results of marketing programs, including digital, social media, and campaigns, and provides meaningful and regular reporting on marketing, communications and community engagement KPI’s for leadership, with goal of sharing progress and further optimizing efforts

• Enhances and evolve Company’s owned digital channels (websites, social media, platform marketing) and oversees paid digital advertising and content marketing strategies to drive leads and meaningful traffic

• Ability to measure, analyze and demonstrate impact on brand, lead- and revenue-generation 

• Supports and executes email marketing campaigns, including template design, list segmentation, and A/B testing

• Provides strategic communications and PR guidance to Executive Team and oversees timely, accurate and impactful communications planning for both internal and customer-facing events

• Leads the compliance review process of various marketing materials

• Stays abreast of marketing and industry trends, and makes recommendations to most effectively market and drive business

• Partners on other marketing projects for all areas of the business and collaborate with all business and marketing peers on marketing efforts as assigned, ensuring effective collaboration on enterprise-wide initiatives

Qualifications

• 5+ years of relevant marketing experience; financial services experience preferred

• Bachelor’s degree required

• Digital marketing experience is strongly preferred

• Exceptional project management and organizational skills with the ability to work in a fast-paced environment

• Results-driven, high-performing individual with excellent attention to detail

• Strong written/oral communication and interpersonal relationship skills

• Proficient with Adobe Creative Suite (InDesign, Acrobat) and Microsoft Office Suite (PowerPoint, Excel, Word)

• Experience with marketing automation and email marketing tools a plus (Salesforce, 

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