Responsibilities

• Own the marketing strategy for Single Family Offices and Endowments & Foundations, grounded in client segmentation, investment priorities, and decision‑maker needs.
• Develop and maintain clear segment narratives that bring together the firm’s full platform—public and private markets, tax‑aware solutions, data, and technology—into a cohesive and differentiated story for each audience.
• Translate segmentation insights into actionable plans that define target audiences, messaging, channel mix, and annual sequencing.
• Lead the design and execution of integrated marketing campaigns aligned to priority investment themes and product platforms.
• Oversee the development of senior-level thought leadership, partnering with investment teams and research contributors to ensure content is rigorous, differentiated, and relevant to CIO-level audiences at Single Family Offices and E&Fs.
• Drive high-touch client experiences, including proprietary forums, curated regional events, and strategic industry moments tailored to each segment’s engagement model.
• Ensure coordinated amplification across owned, earned, and paid channels, including email, digital, social, media, and events.
• Partner closely with product, sales, and client businesses to ensure marketing plans are aligned to the firm’s product and priority framework, with clear focus on highest-priority platforms and capabilities.
• Balance long-term brand building with near-term commercial priorities, sequencing campaigns to support investment themes and launches.
• Define and oversee performance tracking across campaigns and segments, including engagement, lead quality, and client interaction metrics.

Requirements

• 10+ years of experience in marketing, strategy, or client engagement within asset management, financial services, or a related institutional environment.
• Strong understanding of Single Family Offices and/or Endowments & Foundations, including their governance models, investment decision making, and information needs.
• Demonstrated experience leading integrated marketing strategies across content, events, and multi channel campaigns.
• Exceptional communication and presentation skills, with the ability to translate complex investment concepts into clear, compelling narratives for senior audiences.
• Proven ability to present confidently to senior stakeholders and facilitate discussions with investment, product, and client teams.
• Experience leveraging AI and advanced tools to improve marketing effectiveness, including content development, audience targeting, personalization, analytics, and workflow efficiency.
• Analytical mindset with comfort using data to inform decisions and evaluate impact.
• Ability to operate effectively in a highly matrixed organization and manage multiple priorities simultaneously.

Benefits

• a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.