Vice President Global Wealth Marketing
confidentialGlens Falls (NY)
Vice President Global Wealth Marketing
Posted yesterday
confidentialGlens Falls (NY)
SENIORITY
Manager
About the role
A leading global asset management firm in NYC has an incremental hire due to substantial and sustained growth. The role is a Senior position who will manage the team and own and shape the global wealth marketing channel. The opportunity offers engagement in a high-level strategic role reporting directly to the CMO.
Job Summary:
Reporting to the Chief Marketing Officer and based in New York, the Vice President, Global Wealth Marketing will partner with Sales and other business leaders to shape and advance the growth agenda for the firms' global wealth business. This leader will bring an independent marketing perspective to the business, combining audience insight, market intelligence and campaign performance data with the client and relationship intelligence of Sales. Working in partnership with global Sales leaders, the role will shape how the firm earns attention, advances consideration, drives product adoption and deepens client relationships. The remit includes wirehouses, broker-dealers, RIAs, private banks, platforms, home offices, financial advisors, family offices and retirement advisors. The role is New York-based and globally accountable, leading and developing junior marketing team members while mobilizing shared expertise across Marketing, Product, Investments, Data, Operations and Compliance. This role will be in-office four workdays per week with flexibility to work remotely one workday per week, subject to manager approval.
Major Responsibilities/Activities:
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.
Minimum 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.
- Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
- Bachelor’s degree required (advanced degree or industry designations, a plus)
Experience marketing investment solutions through financial advisors and intermediaries is strongly preferred. Candidates from adjacent wealth, insurance, fintech or B2B2C environments will be considered if they demonstrate deep knowledge of the advisor ecosystem. International experience is strongly preferred but not required.
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