Responsibilities

• Execute marketing initiatives in alignment with the company’s overall strategy and growth objectives.
• Plan, create, and manage multi-channel campaigns including email, digital content, and targeted outreach.
• Develop and deploy campaign emails, investor updates, and announcements; manage scheduling, segmentation, and performance tracking.
• Ensure consistent messaging, tone, and brand standards across all marketing touchpoints.
• Own and manage CRM content (Microsoft Dynamics preferred), including contact records, pipelines, segmentation, and reporting.
• Support sales, business development, and capital raising efforts through structured CRM workflows and follow-up processes.
• Maintain clean, accurate data to support investor funnels, lead nurturing, and executive reporting.
• Support investor relationship management by coordinating meetings, preparing materials, and managing follow-ups.
• Handle inbound investor and partner inquiries with professionalism and strategic awareness.
• Collaborate on capital-raising materials including pitch decks, updates, and investor communications.

Requirements

• Proven experience executing marketing campaigns across email, digital, and CRM-driven channels.
• Strong understanding of CRM systems and sales/marketing workflows; ability to maintain structured, actionable data.
• Experience coordinating content across LinkedIn, websites, newsletters, and other digital platforms.
• Excellent written and verbal communication skills with a polished, professional presence.
• Comfortable interacting with executive-level stakeholders, investors, and partners.
• Highly organized with strong project management skills and attention to detail.
• Ability to balance creative execution with operational rigor.
• Comfortable working in a fast-paced, evolving environment and wearing multiple hats.

Preferred

• Bachelor’s degree in Marketing, Business, Finance, Communications, or a related field.
• Experience with Microsoft Dynamics or similar CRM and marketing automation platforms.
• Familiarity with tools such as LinkedIn, Canva, Notion, Airtable, and Google Workspace.
• Exposure to investor relations, fundraising, private capital, or early-stage companies.
• Prior experience in client-facing, sales support, or executive support roles.
• Comfort appearing on camera for short-form video or virtual meetings.
• Willingness to travel occasionally for events or meetings.

Benefits

• Professional Growth: Gain comprehensive experience in startup operations, venture capital, and compliance while working alongside industry veterans who are building the platform that will transform private capital markets
• Industry Impact: Contribute to the infrastructure transformation that will reshape how private capital operates—like how Amazon revolutionized commerce.
• Flexible Environment: Remote-first culture with emphasis on collaboration and work-life integration
• Career Advancement: Start with equity compensation and grow into leadership roles as we scale this industry-defining platform
• Mentorship Opportunities: Direct access to experienced executives and industry leaders who understand the private capital landscape