Marketing Lead Marketing · Full-time

Synergy by AccessFintech is a network powered by data and intelligence that transforms post-trade collaboration, uniting over 250 Buy-Side, Sell-Side, Asset Servicers, and OMS platforms. With a focus on efficiency and innovation across asset classes—such as securities, derivatives, and alternatives—Synergy leverages AI-driven insights and a cloud-native infrastructure to normalize data, generate actionable insights, and resolve exceptions in real time through collaborative engagement.

AccessFintech is transforming post-trade operations through collaboration, transparency, and data-driven insights. The Marketing Manager will play a critical role in driving growth across our ecosystem by leading demand generation, product marketing, and event marketing activities that strengthen our brand and accelerate adoption across the buy-side, sell-side, and custodian communities. This person will own the planning and execution of campaigns, events, and messaging that showcase the value of the AccessFintech Synergy Network and its core solutions — Securities, Private Markets (Loans), and Derivatives (Swaps) and the Direct Data Platform. The role requires close partnership with Sales, Product, RevOps, and Client Success teams to ensure cohesive go-to-market execution and measurable business impact.

Responsibilities

• Demand Generation & Campaign Management
  • Develop and execute multi-channel marketing campaigns (email, digital, social, and partner co-marketing) to build awareness and generate qualified pipeline across key market segments.
  • Design targeted ABM (Account-Based Marketing) programs to deepen engagement with priority clients and prospects.
  • Collaborate with Sales and RevOps to manage lead scoring, routing, and reporting through Salesforce and marketing automation tools.
  • Track and analyze performance metrics (MQLs, conversion, ROI) to continuously optimize campaign effectiveness.
  • Support the creation of sales enablement materials for regional and product-specific campaigns.
• Event Marketing & Management
  • Own the planning, coordination, and execution of AccessFintech-hosted and sponsored events, including industry conferences, roundtables, webinars, and client receptions.
  • Build annual event strategy and calendar aligned to GTM priorities and pipeline goals.
  • Partner with Product and Sales to create event narratives, presentations, demos, and panel content that highlight innovation and client success.
  • Manage event logistics, vendor relationships, budgets, and lead-capture processes to ensure flawless execution and post-event follow-up.
  • Track event ROI and report outcomes to stakeholders, ensuring leads and opportunities are accurately captured and nurtured.
• Product Marketing & Messaging
  • Develop and maintain clear, differentiated product positioning and messaging for AccessFintech’s core solutions — emphasizing community, collaboration, and efficiency benefits.
  • Create compelling sales and client-facing collateral including product one-pagers, case studies, executive-level presentations and internal education materials.
  • Collaborate with Product Management to translate complex capabilities into simple, value-driven narratives.
  • Maintain competitor intelligence and market trend analysis to inform GTM strategy and pricing.
  • Support new product and feature launches with coordinated go-to-market campaigns and communications.
• Brand & Content Development
  • Ensure consistent brand voice and visual identity across all channels, collateral, and digital platforms.
  • Manage a content calendar to produce thought leadership, blogs, client success stories, and social media content that amplifies AccessFintech’s voice in the market.
  • Collaborate with leadership on media, PR, and analyst outreach to increase visibility and strengthen AccessFintech’s market position.
  • Maintain internal content repositories and ensure sales and client teams have access to current, compliant, and approved materials including standard templates for client materials.
• Collaboration & Cross-Functional Alignment
  • Partner closely with Sales and RevOps to align marketing efforts with revenue targets and sales coverage plans.
  • Work with Product and Account Management teams to highlight customer success stories and measurable outcomes from the Synergy Network.
  • Collaborate with partner firms (OMS providers, data partners, custodians) on co-branded campaigns and events.
  • Contribute to the development of scalable marketing processes, tracking, and reporting frameworks.

Requirements

• Proven track record in demand generation, event management, and product marketing.
• Strong understanding of the post-trade ecosystem and buy-side/sell-side workflows.
• Experience with Salesforce and marketing automation tools (e.g., HubSpot, Pardot, Marketo).
• Excellent written and verbal communication skills; ability to craft concise, impactful messaging.
• Highly organized, detail-oriented, and able to manage multiple concurrent programs.
• Comfortable working cross-functionally in a fast-paced, global environment.

Advantages

• Growth in MQLs, SQLs, and marketing-sourced pipeline.
• Event engagement metrics (attendance, leads, conversions, ROI).
• Consistent, differentiated messaging across all client and partner touchpoints.
• Increased visibility of AccessFintech’s products and network across key market segments.
• Demonstrable contribution to revenue growth and client acquisition.