Marketing Specialist, EquityZen - Vice President
About The Position
EquityZen, a part of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors. Through its category-leading technology and innovative approach, EquityZen delivers data-driven insights and tools that empower its 800,000 users to navigate the private markets with confidence. Having completed more than 51,000 private placements in nearly 500 private companies, EquityZen is on a mission to deliver “Private Markets for the Public.” EquityZen is looking for a Cross-Channel Marketer to join our growing team. In this role, you will be the strategic planning lead for all Private Markets marketing efforts, focused on understanding core business objectives, leveraging deep market intelligence (including clients and competitors), and defining the overarching marketing approach. Your primary goal is to establish the strategic roadmap and provide the critical insights needed to drive cross-sell opportunities and successful integration across the Morgan Stanley ecosystem (Morgan Stanley at Work, ETRADE, and Financial Advisors). This is a planning and insight role, partnering with marketing execution roles, and requires expertise in synthesizing data to drive B2B, B2C, and B2B2C strategies.
Requirements
- Bachelor’s degree in Marketing, Communications or a related field.
- 10+ years’ experience working in matrixed organizations with a proven focus on financial services marketing across multiple roles and across B2C and B2B markets.
- Strategic mindset; able to distill cross-sell opportunities to their essence and craft compelling initiatives, which can be measured and optimized.
- Deep understanding of the diverse needs and value propositions for Morgan Stanley audiences, including Wealth Management (FAs), ETRADE, and Morgan Stanley at Work (MSAW).
- Proven success developing strategies for and marketing to B2B audiences (e.g., private companies, Fund Admins) in a regulated environment.
Responsibilities
- Develop a comprehensive marketing cross-channel strategy tailored for the audiences reached through Morgan Stanley, ensuring alignment with overarching business goals.
- Conduct continuous competitive and client analysis to build deep market knowledge and identify new strategic opportunities for EquityZen and Morgan Stanley.
- Work with business to understand new product / offerings and define the value they bring to clients and develop marketing approaches to deliver to clients.
- Define and champion the specific value proposition for EquityZen and Morgan Stanley within each target audience (B2B, B2C, B2B2C).
- Establish the strategic framework for cross-marketing integration and organizational alignment, focusing on communication protocols and efficient operational processes.
- Identify and articulate the strategic need for B2B and B2C tools and educational content necessary for engaging private companies and Financial Advisors, leveraging client insights.
- Define the strategic approach for liquidity initiatives targeting MSatWork clients (private company employees).
- Partner with other marketing, product, and revenue teams across EquityZen and Morgan Stanley to define comprehensive go-to-market strategies for shared client segments.
- Design the reporting structure, KPIs, and strategic budget allocation model for all cross-Morgan Stanley marketing programs, translating data into actionable insights for the execution teams.
- Ensure all strategic marketing approaches adhere to the internal compliance function's regulations in a regulated environment.
Benefits
- Comprehensive employee benefits and perks
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What This Job Offers
Job Type
Full-time
Career Level
Senior
