Vice President or Principal, Wealth Management Marketing

New York City, NY (Hybrid)

$170K/yr – $250K/yrSenior LevelFull time

Posted 2 weeks ago

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Job Summary

Own and execute a data driven marketing strategy for Adams Street’s Private Wealth Solutions, shaping advisor focused messaging and multi-channel campaigns while collaborating with internal teams.

  • Own strategy development and multi-channel program execution
  • Translate capabilities into advisor-focused messaging
  • Collaborate to educate, engage, and convert advisors

Job Description

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
Adams Street Partners logo

Adams Street Partners

4.4 Glassdoor

Adams Street Partners is a global investment firm managing a comprehensive suite of private markets investment solutions. The firm provides private equity and private credit strategies to institutional investors, growth capital to innovative companies, and evergreen funds that offer access to multiple strategies through a single, investor-friendly commitment. The firm also supports wealth advisors with private markets solutions structured to be more flexible and accessible than traditional closed-end funds. With over 50 years of experience, Adams Street leverages deep market insights, global relationships, and proprietary data as it seeks to help investors achieve long-term investment goals. The firm is 100% employee-owned, manages $65 billion in assets, and operates out of 15 offices globally. Visit adamsstreetpartners.com

Founded in 1972
Chicago, Illinois, USA
413 employees (19 in marketing)
75% recommend to a friend
100% CEO approval

Traffic Signals

Monthly Visitors
37K
Traffic Source Mix
Search
41.4%
Direct
44.5%
Referral
8.4%
Social
4.4%
Paid
1.2%

Headcount Trend

Current headcount: ~415

Marketing Team

Marketing Team Size
19 (5% of company)
Marketing Roles Posted (Last 30 Days)
2

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