About The Position

We are seeking a strategic and execution-focused Channel Marketing Manager to lead marketing initiatives across key distribution channels for our Private Wealth Solutions business. This role will be responsible for developing and executing integrated marketing strategies that drive engagement, education, and adoption of alternative investment solutions among financial advisors at Wirehouses, Private Banks, IBDs, RIAs, and other private wealth channels.

Requirements

  • Bachelor's degree in Marketing, Finance, Business, or related field; MBA or CFA a plus
  • 10+ years of experience in channel marketing, preferably within financial services or asset management
  • Deep understanding of private wealth distribution channels and alternative investments (private equity, private credit, real assets, hedge funds)
  • Proven ability to manage complex projects and cross-functional teams
  • Strong writing, communication, and presentation skills
  • Experience with CRM and marketing automation platforms (e.g., Saleforce)
  • Highly organized, detail-oriented, and results-driven

Responsibilities

  • Channel Strategy Development: Design and implement targeted marketing strategies for distinct private wealth channels, including wirehouses, independent broker-dealers, RIAs, and private banks.
  • Campaign Execution: Lead the development and execution of multi-channel campaigns (email, webinars, events, digital, print) to promote alternative investment offerings and thought leadership.
  • Sales Enablement: Partner with distribution and product teams to create compelling sales tools, presentations, and educational content tailored to channel-specific needs.
  • Content Development: Collaborate with internal and external stakeholders to produce high-impact marketing materials, including pitch decks, brochures, videos, and white papers.
  • Event Marketing: Support planning and promotion of advisor-focused events, roadshows, and conferences to enhance brand visibility and deepen relationships.
  • Analytics & Optimization: Track and analyze campaign performance across channels; use insights to optimize future initiatives and improve ROI.
  • Compliance Collaboration: Work closely with legal and compliance teams to ensure all marketing materials meet regulatory standards.

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What This Job Offers

Job Type

Full-time

Career Level

Director

Industry

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Number of Employees

501-1,000 employees

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