Private Wealth Investor Marketing, Senior Manager

Golub Capital • New York, NY

32d • $150,000 - $200,000

About The Position

This individual will be responsible for driving the development and implementation of the integrated marketing strategy with the Private Wealth Channel to facilitate investor engagement and elevate the Firm’s brand with investors globally. The person in this role will collaborate closely with senior members on the Investor Partners’ Group (“IPG”) and other senior business leaders at the Firm with a primary focus on Private Wealth Americas (“PWA”), to develop targeted marketing and sales enablement programs aligned to business objectives.

Investor Marketing tactics include: annual general meetings, conferences and sponsorships, digital and multimedia campaigns, email marketing, in-person and virtual events, gifting programs, the creation and distribution of marketing collateral, speaking engagements, thought leadership and education campaigns, webcasts and quarterly calls.

Requirements

• Bachelor’s degree required
• 10+ years of experience managing cross-channel investor marketing programs at a financial institution or asset manager
• Experience marketing alternative strategies to intermediary, RIA and private wealth investors (ideally private equity or credit)
• Understanding of private wealth fundraising and brand building functions and ability to develop investor marketing programs tied to business goals and KPIs
• Adept at understanding various investment approaches and working with stakeholders to create differentiated narratives
• Strong project management skills and ability to manage multiple projects and deadlines in a fast-paced environment
• Exceptional attention to detail and strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• Demonstrated ability to work well as part of a team in collaboration with multiple business partners including senior salespeople
• Meticulous attention to detail and “can do” and proactive attitude with a passion for delivering high-quality work
• Proficient in MS Office (Word, Excel, PowerPoint) required and familiarity with CMS systems (e.g., Seismic) is a plus.

Nice To Haves

• Experience managing product marketing and global marketing programs is a plus
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Responsibilities

• Partnering with PWA leadership to develop and manage annual marketing planning including establishing focus areas, goals, KPIs and budgets for the PWA business line
• Developing and executing targeted marketing plans that resonate with RIA and Wirehouse clients in close partnership with senior leaders and IPG business lines
• Ensuring marketing program KPIs align with business objectives and increase brand awareness
• Delivering Gold Standard results and client service for partners in IPG and Firm business leaders
• Supporting the development and implementation of brand messaging and content for investor events, speaking engagements and campaigns, ensuring communications are brand-aligned, accurate and engaging to the investor audience
• Cultivating a strong understanding of the Firm’s investors, investment products and private credit as an asset class
• Development and ongoing maintenance of web, email and written content as it relates to owned channels
• Providing quantitative and qualitative reporting on program progress and effectiveness to the Head of Marketing and IPG business partners, recommending pivots to approach as informed by data-driven insights
• Staying current on industry best practices, market dynamics and the competitive landscape in private credit
• Applying creativity and analytics to develop new marketing initiatives, processes and modes of investor engagement that improve the Firm’s investor marketing program
• Working closely with colleagues on the Marketing Team (across Brand & Content Marketing, Events, Digital, Creative Services and Operations verticals) and Communications Team to develop and manage fully integrated marketing campaigns

Benefits

• full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level