Responsibilities

• Own the strategy. Design and execute the full investment-marketing strategy across brand, content, digital, events, and lifecycle — measured on qualified investor leads, pipeline, and marketing-attributed equity raised.
• Build the owned-audience engine. Stand up lead magnets, an owned email list, and multi-stage nurture sequences; convert social and podcast reach into an audience we own and control.
• Partner with — and execute for — Capital Formation. Take direction from the VP of Capital Formation and deliver what the department needs; align marketing tightly with the investor sales motion — funnel design, investor journey, CRM, and hand-offs — so marketing measurably accelerates raises.
• Scale the founder and firm brand. Run a systematic personal-brand program for the CEO and principals (LinkedIn, short-form video, podcast repurposing) and build a bench of voices to reduce key-person risk.
• Systematize content. Turn scattered output into a disciplined, repurposed cadence (flagship long-form → short-form clips → newsletter → blog), and evaluate launching an owned RISE48 show.
• Launch a signature research asset. Create a proprietary, branded, recurring market-research franchise (with the underwriting/analytics team) that earns press, backlinks, and advisor referrals.
• Build the martech + AI stack. Select and implement CRM and lifecycle automation with AI-driven personalization; instrument the full path from activity to lead to verified investor to dollars raised.
• Own events. Develop investor webinars, a flagship annual investor summit, and intimate UHNW / family-office dinners in target markets.
• Protect trust, claims, and compliance. Keep marketing claims aligned with filings and counsel (including 506(b)/506(c) requirements), maintain a transparent track-record presentation, and run a proactive reputation-management program.
• Lead the team and agencies. Hire, coach, and manage the coordinators and videographer; own the budget and specialist-agency relationships (paid media, PR, design, web).

Requirements

• 7+ years in marketing with a proven record of driving measurable revenue, customer, or capital growth — including team leadership experience.
• Demonstrated ability to build and lead a marketing team and set strategy (not a senior individual contributor stepping into first-time management).
• Strong command of funnel, CRM, lifecycle/email marketing, and marketing analytics/attribution.
• Active, sophisticated use of modern AI tools to optimize content, personalization, and efficiency.
• Excellent creative and storytelling instincts paired with rigorous, data-driven decision-making.
• Willingness to work on-site full-time in Scottsdale and operate hands-on in a fast-scaling environment.

Preferred

• Experience marketing to accredited / high-net-worth investors at a real estate private-equity firm, syndicator, alternative-investment manager, fintech, or wealth/financial-services brand.
• Working knowledge of securities-marketing rules (Reg D 506(b)/506(c), general solicitation, accreditation verification).
• Track record building an owned audience, a podcast/research franchise, or a founder personal-brand program from scratch.
• Experience standing up marketing automation and AI-driven personalization at scale.

Benefits

• Full benefits, on-site collaborative culture, and significant growth opportunity as the marketing function scales.