Vice President or Principal, Wealth Management Marketing

1 мес. назад

USALead

Обязанности

Develop and execute a scalable, data-driven marketing strategy for Adams Street’s Private Wealth Solutions business, with a focus on increasing awareness, consideration, and adoption among financial advisors, RIAs, and wealth platforms
Translate Adams Street’s private markets capabilities, investment expertise, and product offerings into clear, compelling messaging tailored to the private wealth channel
Build a strong understanding of Adams Street’s investment strategies and solutions to deliver relevant marketing programs, content, and best practices for advisors and their clients
Lead the development and ongoing refinement of high-quality marketing content across channels, including web, email, social media, print, video, and audio
Build and maintain advisor-facing marketing resources, including content libraries, website content, and campaign assets, while identifying opportunities to strengthen messaging, improve presentation, and enhance the user experience
Partner closely with internal stakeholders to develop and execute targeted advertising campaigns that educate, engage, and convert advisors into advocates for Adams Street’s solutions
Lead brand-building initiatives that position Adams Street as a trusted private markets partner to financial advisors, RIAs, and wealth platforms
Monitor competitive activity, industry trends, advisor needs, and channel best practices to inform messaging, content strategy, and campaign development
Analyze campaign and content performance, using data and insights to optimize effectiveness, increase engagement, and support business objectives
Collaborate across Marketing, Wealth Management, Investor Relations, Investment Teams, Compliance, and other internal partners to ensure alignment and seamless execution of key initiatives
Ensure all marketing materials and communications comply with applicable regulatory and compliance standards within the wealth management and private markets environment

Требования

Bachelor’s degree required; marketing, communications, finance, or related field preferred
Significant experience in wealth management, asset management, or related financial services marketing
Strong track record of marketing to financial advisors, RIAs, and wealth platforms
Deep understanding of the wealth management landscape, advisor business models and their needs
Strong knowledge of investment products, including private markets offerings and evergreen fund structures
Proven success developing integrated, multi-channel marketing campaigns that drive brand awareness, advisor engagement, and business growth
Excellent writing, communication, and storytelling skills, with the ability to simplify complex investment topics
Strong analytical, project management, and cross-functional collaboration skills, with a high level of accuracy, organization, and execution

Будет плюсом

Experience marketing private markets solutions within the private wealth or intermediary channel
Familiarity with advisor education, product launch support, and platform-oriented marketing strategies
Comfort operating as both a strategist and a doer in a lean, high-performing environment
We offer a competitive U.S. benefits package designed to support health, financial security, and work-life balance. Highlights include medical, dental, and vision coverage; a 401(k) with immediate vesting and employer match; profit sharing; flexible spending accounts (FSA); and paid parental leave, including adoption. Employees also receive generous paid time off, commuter benefits, employer-paid short- and long-term disability and life insurance, and access to additional voluntary benefits.

Другое

(“Adams Street”) is a global private markets investment manager that has nearly $73 billion* in assets under management. The firm is 100% employee-owned, which fosters a positive and unique culture of collaboration, intellectual rigor, integrity, and a commitment to professional development. For the eighth year in a row, Adams Street was named one of Pension & Investments’ Best Places to Work in Money Management in 2025. 
Employees operate as a single global team, integrating the expertise of the firm’s investment professionals across five strategies: primary investments, secondary investments, growth equity, private credit, and co-investments.  Adams Street is considered a private markets pioneer and was inducted into the Private Equity Hall of Fame in 2000.
The firm was founded more than 50 years ago, and clients include leading public and corporate pension plans, foundations, endowments, insurance companies, registered investment advisors, and high net worth individuals worldwide.
Adams Street has offices in Abu Dhabi, Austin, Beijing, Boston, Chicago, Hong Kong, London, Munich, Menlo Park, New York, Seoul, Singapore, Sydney, Tokyo and Toronto.
* As of December 31, 2025. ’ methodology to calculate Assets Under Management (AUM) is based on fund net asset value (NAV), plus unfunded commitments, plus leverage, but excluding the effect of subscription lines of credit. The prior AUM methodology was based on investor commitments minus commitments to fully liquidated underlying partnerships. Such change in methodology was effective July 2026; however, for periods shown prior to December 31, 2025, Adams Street continues to use the previous methodology. This updated methodology more closely aligns with (i) the amount of assets managed on behalf of investors and (ii) the amount of capital available to make direct and/or partnership investments. Amounts stated by investment advisers in regulatory filings (“regulatory AU
is seeking a forward-thinking, results-oriented marketing leader to help drive the next phase of growth for our Private Wealth Solutions business. This individual will lead the development and execution of a comprehensive marketing strategy designed to build awareness, strengthen brand preference, and deepen engagement among RIAs, financial advisors, and wealth platforms.
This role requires deep knowledge of the wealth management ecosystem, along with a strong working understanding of financial markets, private markets investment products, and the broader asset management industry. The successful candidate will be a strategic, hands-on marketer with a proven ability to influence advisors and platforms through compelling positioning, thoughtful content, and measurable campaign execution.
The ideal candidate is collaborative, intellectually curious, and highly accountable. They bring strong judgment, a builder’s mindset, and a track record of turning insights into impactful marketing programs that support commercial growth.
This is a hybrid role with a flexible mix of remote and in-office work in New York City. The position reports to the Partner & Head of Marketing. Title will be determined based on experience and qualifications.