Vice President or Principal, Wealth Management Marketing

Responsibilities

• Develop and execute a scalable, data-driven marketing strategy for Adams Street’s Private Wealth Solutions business, with a focus on increasing awareness, consideration, and adoption among financial advisors, RIAs, and wealth platforms
• Translate Adams Street’s private markets capabilities, investment expertise, and product offerings into clear, compelling messaging tailored to the private wealth channel
• Build a strong understanding of Adams Street’s investment strategies and solutions to deliver relevant marketing programs, content, and best practices for advisors and their clients
• Lead the development and ongoing refinement of high-quality marketing content across channels, including web, email, social media, print, video, and audio
• Build and maintain advisor-facing marketing resources, including content libraries, website content, and campaign assets, while identifying opportunities to strengthen messaging, improve presentation, and enhance the user experience
• Partner closely with internal stakeholders to develop and execute targeted advertising campaigns that educate, engage, and convert advisors into advocates for Adams Street’s solutions
• Lead brand-building initiatives that position Adams Street as a trusted private markets partner to financial advisors, RIAs, and wealth platforms
• Monitor competitive activity, industry trends, advisor needs, and channel best practices to inform messaging, content strategy, and campaign development
• Analyze campaign and content performance, using data and insights to optimize effectiveness, increase engagement, and support business objectives
• Collaborate across Marketing, Wealth Management, Investor Relations, Investment Teams, Compliance, and other internal partners to ensure alignment and seamless execution of key initiatives

Requirements

• Bachelor’s degree required; marketing, communications, finance, or related field preferred
• Significant experience in wealth management, asset management, or related financial services marketing
• Strong track record of marketing to financial advisors, RIAs, and wealth platforms
• Deep understanding of the wealth management landscape, advisor business models and their needs
• Strong knowledge of investment products, including private markets offerings and evergreen fund structures
• Proven success developing integrated, multi-channel marketing campaigns that drive brand awareness, advisor engagement, and business growth
• Excellent writing, communication, and storytelling skills, with the ability to simplify complex investment topics
• Strong analytical, project management, and cross-functional collaboration skills, with a high level of accuracy, organization, and execution

Preferred

• Experience marketing private markets solutions within the private wealth or intermediary channel
• Familiarity with advisor education, product launch support, and platform-oriented marketing strategies
• Comfort operating as both a strategist and a doer in a lean, high-performing environment

Benefits

• medical, dental, and vision coverage
• a 401(k) with immediate vesting and employer match
• profit sharing
• flexible spending accounts (FSA)
• paid parental leave, including adoption
• generous paid time off
• commuter benefits
• employer-paid short- and long-term disability and life insurance
• access to additional voluntary benefits