SalaryGuide
Vice President, Channel & Integrated Marketing – Private Wealth Solutions
SalaryGuide, New York, New York, us, 10261
Responsibilities
Develop and own the integrated channel marketing roadmap for PWS, aligning campaigns, digital journeys, events, and communications into cohesive programs that drive advisor engagement and pipeline generation.
Partner with the Head of Private Wealth Marketing to translate channel strategy into measurable, multi-step marketing initiatives.
Lead agile marketing ceremonies (standups, sprint planning, retros) to drive cross-functional alignment and rapid execution.
Architect and execute digital customer journeys across advisor segments (wirehouses, RIAs, private banks, family offices), incorporating triggers, segmentation, automation, and personalization logic.
Translate business goals into dynamic workflows that advance prospects through the funnel and support relationship deepening for existing clients.
Develop personalization tactics across email, web, gated experiences, CRM touchpoints, and digital events to improve relevance and advisor experience.
Oversee buildout and optimization of automated nurture programs, including onboarding series, product/strategy education, event-driven workflows, and cross-sell sequences.
Partner closely with centralized Marketing Operations, CRM, and Digital teams to execute, test, and optimize campaigns in alignment with Vista’s digital platforms and data infrastructure.
Requirements
Bachelor’s degree required.
10+ years of experience in integrated marketing, digital marketing, or channel marketing, preferably within asset management, alternative investments, wealth management, or financial advisor/RIA-focused environments.
Deep expertise in marketing automation platforms (preferably Marketo), CRM systems, digital workflow design, and multi-channel orchestration.
Demonstrated ability to design and execute sophisticated digital journeys with segmentation, triggers, and personalized content at scale.
Experience leading agile marketing teams and facilitating agile ceremonies.
Strong strategic and analytical skills with an ability to interpret data, identify insights, and connect marketing activities to business outcomes.
Exceptional project management abilities; highly organized, detail-oriented, and able to manage multiple stakeholders and deadlines.
Strong collaboration skills and confidence working with product, sales, executives, operations, and compliance teams.
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Develop and own the integrated channel marketing roadmap for PWS, aligning campaigns, digital journeys, events, and communications into cohesive programs that drive advisor engagement and pipeline generation.
Partner with the Head of Private Wealth Marketing to translate channel strategy into measurable, multi-step marketing initiatives.
Lead agile marketing ceremonies (standups, sprint planning, retros) to drive cross-functional alignment and rapid execution.
Architect and execute digital customer journeys across advisor segments (wirehouses, RIAs, private banks, family offices), incorporating triggers, segmentation, automation, and personalization logic.
Translate business goals into dynamic workflows that advance prospects through the funnel and support relationship deepening for existing clients.
Develop personalization tactics across email, web, gated experiences, CRM touchpoints, and digital events to improve relevance and advisor experience.
Oversee buildout and optimization of automated nurture programs, including onboarding series, product/strategy education, event-driven workflows, and cross-sell sequences.
Partner closely with centralized Marketing Operations, CRM, and Digital teams to execute, test, and optimize campaigns in alignment with Vista’s digital platforms and data infrastructure.
Requirements
Bachelor’s degree required.
10+ years of experience in integrated marketing, digital marketing, or channel marketing, preferably within asset management, alternative investments, wealth management, or financial advisor/RIA-focused environments.
Deep expertise in marketing automation platforms (preferably Marketo), CRM systems, digital workflow design, and multi-channel orchestration.
Demonstrated ability to design and execute sophisticated digital journeys with segmentation, triggers, and personalized content at scale.
Experience leading agile marketing teams and facilitating agile ceremonies.
Strong strategic and analytical skills with an ability to interpret data, identify insights, and connect marketing activities to business outcomes.
Exceptional project management abilities; highly organized, detail-oriented, and able to manage multiple stakeholders and deadlines.
Strong collaboration skills and confidence working with product, sales, executives, operations, and compliance teams.
#J-18808-Ljbffr