Responsibilities

• Co-create the global wealth growth agenda with Sales leaders, translating business priorities into clear choices across audiences, markets, client journeys, channels and investment.
• Build and continually refresh a fact-based view of wealth audiences, priority firms, advisor segments, buying and influence dynamics, needs, behaviors, barriers and competitive alternatives.
• Design and execute integrated marketing programs that move target audiences from awareness to consideration, product adoption and deeper relationships.
• Apply CRM data, marketing automation, personalization, testing and behavioral signals to improve campaign relevance, conversion and client experience.
• Partner with Sales and business leaders, while bringing an independent perspective, to identify the issues, questions and market developments most relevant to wealth audiences.
• Lead centralized activation through shared Marketing specialists, establishing clear briefs, priorities, outcomes and measures of success while adapting programs to regional market needs.
• Lead and develop marketing team members; manage the Wealth marketing budget, agencies and resources; and ensure regulatory, compliance and brand standards are met.
• Define and own a scorecard connecting audience growth and progression to qualified opportunities, adoption, retention, expansion and return on investment.

Requirements

• 10+ years of progressive B2B, B2B2C, segment, channel or growth-marketing experience in asset management, wealth management or another intermediary-led financial-services or fintech environment.
• Deep knowledge of the financial-advisor and intermediary ecosystem, including how home offices, platforms, advisors and end investors influence consideration and adoption.
• Demonstrated success bringing an independent audience perspective to business strategy and building productive, peer-level partnerships with Sales, Investments and other business leaders at all levels of the organization.
• Strong demand-generation experience across segmentation, digital journeys, partner marketing, CRM, marketing automation, personalization, testing and analytics.
• Strategic and hands-on operating style, with strong business judgment and the ability to convert insight into focused priorities and measurable action.
• Ability to manage significant volume and complexity.
• Executive presence and influence across Distribution, Investments, Product, Compliance and senior leadership in a regulated organization.
• Team orientation, integrity, initiative, thoroughness, resourcefulness, interest in continual learning and ability to successfully balance multiple projects.
• Strong analytical, project management and communication skills
• People leadership experience, including inspiring performance, professional development and accountability.

Preferred

• International experience is strongly preferred but not required.
• Advanced degree or industry designations, a plus.