Director, Channel Marketing & Investor Growth

Invest X•New York, NY

3d•$150,000 - $170,000•Remote

About The Position

The Director, Channel Marketing & Investor Growth is responsible for building and scaling InvestX’s distribution marketing engine across RIAs, national accounts, broker-dealers, family offices, high-net-worth investors, and existing LP relationships. This role focuses on driving investor engagement, campaign execution, CRM automation, nurture journeys, and qualified lead conversion. You will partner closely with sales, national accounts, investor relations, and leadership to ensure the right message reaches the right audience and converts to qualified leads through scalable, measurable, and repeatable systems. This role is ideal for someone who thrives in a fast-moving environment and loves combining strategic campaign thinking with operational execution, automation, analytics, and investor engagement.

Requirements

5–9+ years of experience in: Financial services marketing, Wealth management marketing, Asset management, Fintech, Alternatives distribution, and/ or Wealthtech.
Hands-on experience with: CRM systems, Email marketing automation, Lead scoring, Webinar workflows, Segmentation strategies, Marketing attribution, Campaign analytics.
Strong understanding of advisor, RIA, family office, and HNW investor buying journeys.
Experience supporting wholesalers, sales teams, and national accounts through scalable campaign infrastructure.
Data-driven mindset with strong organizational and operational capabilities.
Strong communication and collaboration skills.
Comfortable operating in high-growth, entrepreneurial environments.
Eligibility to travel between the US and Canada as needed.
A Criminal Record Check and Credit Check is required for this position.

Nice To Haves

Experience leveraging AI tools for campaign operations, segmentation, personalization, reporting, and workflow automation is considered a strong asset.

Responsibilities

Build and manage campaigns targeting: RIAs, Broker-dealers, Wealth managers, Family offices, High-net-worth investors, Existing SPV and fund investors
Develop segmented email journeys based on: Investor type, Geography, Product interest, Prior engagement, Distribution channel
Manage campaign calendars tied to: Fund launches, Webinar schedules, Events, Market catalysts, Incentive windows.
Ensure campaigns are delivered consistently, on schedule, and with measurable outcomes.
Build and optimize direct investor acquisition funnels through: In person events, Webinars, Thought leadership, Content downloads, Referrals.
Own lead capture, scoring, routing, nurture, and attribution.
Convert marketing engagement into qualified sales conversations.
Improve visibility into pipeline contribution and conversion metrics.
Own webinar and event marketing workflows including: Registration pages, Invite strategy, Reminder sequences, Attendance reporting, Meetings scheduled, Replay distribution, Post-event follow-up
Analyze engagement and conversion performance across virtual and in person events.
Own CRM (salesforce) and marketing automation platform (Pardot).
Build dashboards and reporting frameworks by channel and audience segment.
Report bi-weekly on: MQLs, conversion to SQLs, marketing activity performance, pipeline influence, campaign ROI.
Use analytics and AI-enabled tools to optimize segmentation, personalization, campaign timing, and investor engagement.
Partner with wholesalers and national accounts to create structured campaign kits including: Email copy, Follow-up sequences, Webinar invitations, Landing pages, Call scripts, Replay distribution, FAQ links
Package approved materials into self-serve systems for sales teams.
Track content usage, engagement, and meeting generation.
Improve coordination between marketing, sales, and investor relations.