Responsibilities

• Develop strategies that generate qualified investor interest.
• Own the investor marketing funnel, including lead capture, segmentation, nurture campaigns, CRM workflows, and conversion tracking.
• Manage HubSpot or a comparable marketing automation platform.
• Establish processes for qualifying and transferring investor inquiries to appropriately licensed representatives.
• Develop clear positioning and messaging for funds and investment offerings.
• Translate investment strategies, performance, and market opportunities into investor-friendly narratives.
• Create integrated marketing plans for fund launches, investment opportunities, and investor education.
• Ensure consistent messaging across campaigns, events, materials, and digital channels.
• Lead investor email, newsletter, educational content, and nurture strategies.
• Direct the development of pitch decks, one-pagers, fund summaries, case studies, landing pages, and digital content.

Requirements

• Three to seven or more years of experience in financial services, investment marketing, real estate investment marketing, or a related field.
• Experience developing lead-generation and nurture strategies.
• Strong writing, messaging, digital marketing, and project-management skills.
• Ability to translate complex financial concepts into clear communications.
• Experience using campaign data to improve marketing performance.
• Strong attention to detail and comfort working in a regulated environment.

Preferred

• Experience marketing private placements, investment funds, or alternative investments.
• Experience communicating with accredited or high-net-worth investors.
• Familiarity with securities marketing compliance.
• Experience with HubSpot or a comparable platform.
• Familiarity with real estate investment terminology and fund structures.