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Details
  • Location: New York NY
  • Type: Perm
  • Job #23459

Company Overview:
A leading private markets investment firm with over 40 years of experience is seeking a marketing professional to enhance its brand and product offerings within the financial advisory and high net worth client segments. The role will focus on developing and executing marketing strategies to engage the RIA and wealth channels.

Job Responsibilities:

  • Develop and execute a comprehensive marketing strategy focused on the RIA channel.
  • Identify opportunities to deepen engagement and accelerate activation efforts through personalized marketing tactics.
  • Build and implement strategies for activation, retention, and growth aligned with distribution strategy.
  • Create compelling content to engage and educate RIAs and their clients.
  • Design marketing programs and resources to empower RIAs.
  • Craft key marketing messages for campaigns and write high-quality investment content.
  • Partner with internal teams to align marketing strategies with business goals.
  • Establish KPIs to measure the success of marketing initiatives and refine strategies using data analytics.

Qualifications:

  • Bachelor's degree.
  • 7-10 years of marketing/communications experience in alternative investments, private markets asset management, or wealth management.
  • Strong knowledge of financial markets and asset classes.
  • Proven track record of successful channel marketing strategies.
  • Deep understanding of the RIA/wealth advisory ecosystem.
  • Expertise in developing multi-channel marketing campaigns.
  • Proficiency in marketing automation tools, CRM systems, and data analytics platforms.

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