Responsibilities

• Thought Leadership Strategy & Content Development: Take a leading role in shaping the NAM Private Bank's thought leadership agenda—identifying compelling content themes, curating relevant speakers (internal and external), and building event agendas that go beyond the conventional. Translate complex market and investment narratives into engaging, client-relevant content across formats including panels, roundtables, white papers, and digital content.
• End-to-End Event Management: Own and manage all aspects of client and prospect events within the immediate geographic region and across NAM—from strategic concept and invitation process through compliance reviews, logistics, venue and menu selection, on-site client interaction, budget management, and post-event follow-up. Maintain and leverage the Salesforce CRM database to support event targeting and relationship tracking.
• Social Media & Digital Channel Strategy: Contribute to and help plan the NAM Private Bank's social media and digital marketing strategy. Develop content calendars, identify relevant topics and formats, and work with global digital teams to ensure the Private Bank's voice is consistent, authoritative, and engaging across LinkedIn and other relevant platforms.
• Marketing Performance & ROI Tracking: Track and report on the impact of marketing activities across key metrics—including event attendance, client engagement, pipeline support, and digital performance. Use post-event feedback and data-driven insights to continuously refine best practices and demonstrate the value of marketing to senior stakeholders.
• Stakeholder Engagement & Senior Briefings: Prepare detailed client and event briefings for senior management and business leaders, ensuring a conducive atmosphere for dialogue and alignment with broader business strategies. Act as a trusted marketing partner to bankers, investment teams, and product specialists across the region and NAM, including regional leadership across the West.
• Competitive Intelligence & Market Benchmarking: Research and conduct competitive benchmarking to identify best practices, emerging trends, and opportunities for differentiation in UHNW private banking marketing. Bring fresh perspectives and proactively recommend new approaches to the team.
• Compliance, Risk & Regulatory Adherence: Embed regulatory, legal, and compliance considerations into all marketing activities. Collaborate with legal and compliance teams to ensure all content, events, and campaigns adhere to applicable laws, internal policies, and regional regulatory environments. Demonstrate sound ethical judgment in all business practices.

Requirements

• Significant experience in marketing within financial services, private banking, or wealth management, with approximately 10+ years of relevant experience preferred
• Bachelor’s degree in Marketing, Business, Finance, Communications, or a related field
• Proven ability to develop and curate thought leadership agendas—identifying speakers, topics, and formats that resonate with sophisticated UHNW audiences
• Broad marketing skill set spanning events, content strategy, social media, and digital channels
• Strong understanding of financial products, services, and the UHNW client landscape
• The ability to mentor junior colleagues and collaborate effectively across functions
• Highly organized with exceptional attention to detail and the ability to manage multiple priorities simultaneously
• Self-starter who works effectively with minimal supervision , demonstrating strong ownership, accountability, and sound judgment
• Highly self-motivated , with a proactive mindset and the ability to identify opportunities and drive initiatives independently
• Creative thinker who can translate complex financial narratives into compelling, differentiated client experiences