Responsibilities

• Develop and execute integrated marketing campaigns aligned with strategic growth priorities
• Translate product and market insights into compelling campaign themes and messaging
• Build campaign roadmaps across channels including email, digital, paid media, social, events, and content marketing
• Partner with sales leadership to align campaigns with distribution priorities
• Own campaign timelines, deliverables, and cross-functional coordination
• Work closely with compliance to ensure timely review and approval of materials
• Collaborate with internal teams and external agencies to produce creative assets
• Ensure consistent messaging across all touchpoints
• Oversee development of campaign content including emails, landing pages, thought leadership, webinars, and event materials
• Manage marketing automation workflows and segmentation strategies

Requirements

• 5–8+ years of marketing experience, experience marketing to financial advisors, RIAs, or institutional investors preferred
• Proven ability to manage complex, multi-channel campaigns
• Strong understanding of compliance considerations in financial marketing
• Experience with marketing automation and CRM platforms
• Excellent project management and organizational skills
• Analytical mindset with comfort interpreting campaign performance data
• Exceptional written and verbal communication skills
• Candidates must be at least 18 years old to apply

Benefits

• Work at the forefront of expanding private markets access in the wealth channel
• Collaborate with institutional-caliber investment and distribution teams
• Help shape innovative marketing initiatives that support long-term advisor education and client outcomes