Associate, US Marketing Campaigns - Private Wealth

StepStone Group•Orlando, FL

6d•Hybrid

About The Position

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. About StepStone Private Wealth Solutions: StepStone Group is a global private markets investment firm providing customized investment solutions, advisory, and data-driven insights across private equity, private debt, real assets, and infrastructure. StepStone Private Wealth Solutions delivers institutional-quality private market strategies to financial advisors and their clients through innovative structures and educational initiatives. Position Overview: StepStone Private Wealth Solutions is seeking a strategic and execution-focused Marketing Associate to lead integrated marketing campaigns that drive awareness, engagement, and asset growth across our private markets platform. This role will be responsible for end‑to-end campaign strategy, development, execution, and reporting, partnering closely with sales, product, compliance, and external agencies to deliver data‑driven campaigns that resonate with financial professionals, including RIAs, broker‑dealers, and other wealth intermediaries. The ideal candidate combines strong project management skills with creative thinking, analytical rigor, and a deep understanding of financial services marketing.

Requirements

5–8+ years of marketing experience, experience marketing to financial advisors, RIAs, or institutional investors preferred
Proven ability to manage complex, multi-channel campaigns
Strong understanding of compliance considerations in financial marketing
Experience with marketing automation and CRM platforms
Excellent project management and organizational skills
Analytical mindset with comfort interpreting campaign performance data
Exceptional written and verbal communication skills

Responsibilities

Campaign Strategy & Planning Develop and execute integrated marketing campaigns aligned with strategic growth priorities
Translate product and market insights into compelling campaign themes and messaging
Build campaign roadmaps across channels including email, digital, paid media, social, events, and content marketing
Partner with sales leadership to align campaigns with distribution priorities
Execution & Project Management Own campaign timelines, deliverables, and cross-functional coordination
Work closely with compliance to ensure timely review and approval of materials
Collaborate with internal teams and external agencies to produce creative assets
Ensure consistent messaging across all touchpoints
Content & Channel Management Oversee development of campaign content including emails, landing pages, thought leadership, webinars, and event materials
Manage marketing automation workflows and segmentation strategies
Coordinate webinar and event promotion, including CE-eligible education initiatives
Own campaign timelines, deliverables, and cross-functional coordination
Measurement & Optimization Define KPIs and reporting frameworks for each campaign
Track performance metrics and provide post-campaign analysis
Use data insights to refine targeting, messaging, and channel strategy
Present performance updates and strategic recommendations to senior leadership