Call for Nominations

The Institutional Investor Marketing Awards recognize the leaders and campaigns redefining institutional marketing — where strategy, insight, and execution directly shape business outcomes, client engagement, and market perception.

Unlike traditional marketing awards, this program focuses exclusively on institutional financial services, honoring work that influences how firms compete, grow, and position themselves in increasingly complex markets. There are three awards. Evaluation is outcome-oriented, not just creativity-driven. This is a selective program by design.

Finalists will be announced on or around April 22. Winners will be revealed live at the Chief Marketer Institute Summit on May 14 at the Ritz-Carlton, Fort Lauderdale.

Submissions should reflect work that has materially advanced institutional marketing, demonstrating strategic clarity, measurable impact, and relevance to the evolving institutional landscape. Concise responses and bullet points are encouraged. Supporting materials are optional.

Open to self, peer, and agency nominations from institutional financial services organizations. Work must have been completed within the past 18 months.

Learn more about the Summit and Awards Program →

Questions about the submission process? Contact Gregory Yates directly at greg@tikkaco.com

Nominee Information

Name

Company Name

Job Title

Nominator Information

Name

Company Name

Job Title

Select a Nomination Category

Choose the award category you'd like to submit a nomination for.

II CMO of the Year

Recognizing leadership shaping the future of institutional marketing.

The II CMO of the Year recognizes a senior marketing leader within institutional financial services who has demonstrated exceptional leadership, strategic clarity, and measurable business impact. This award honors CMOs who are:

Elevating the role of marketing within their organizations
Driving alignment with business and distribution
Strengthening how their firms engage clients and compete in the market

Ranking Criteria

Strategic Leadership (30%) 150 words max

Business Impact (35%) 150 words max

Organizational Influence (20%) 100 words max

Innovation & Modernization (15%) 75 words max

Supporting Documentation Link (Optional)

Please collect supporting materials into a shared folder (Google Drive, Dropbox, etc.) and paste the link here.

II Campaign of the Year

Honoring strategy and execution that drive measurable outcomes. The II Campaign of the Year recognizes a marketing initiative that demonstrates excellence in strategic insight, execution, and measurable impact. Winning campaigns:

Go beyond awareness to influence business outcomes
Support institutional client engagement and distribution
Drive results such as asset growth, pipeline development, and brand positioning

Campaign Information

Campaign Name

Company

Team Members (Optional)

Campaign Timing

Start Date – End Date — Month/Year format; indicate if ongoing

Ranking Criteria

Campaign Overview (15%) 100 words max

Strategic Insight (25%) 100 words max

Execution Excellence (25%) 100 words max

Measurable Results (35%) 150 words max

Differentiation (Optional, Not Scored) Up to 100 words

One-Line Summary

Supporting Materials Link (Optional)

Please collect supporting materials into a shared folder (Google Drive, Dropbox, etc.) and paste the link here.

By submitting, you agree to the Awards Program Rules.

Thank you for your nomination.

We've received your submission. All information will be kept confidential.

Learn more about the Chief Marketer Institute Summit:
register.institutionalinvestor.com →

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