Live opening · Posted 7 days ago
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Description supplied by the original job listing.
We are building our investor marketing function from the ground up. This role owns the engine that brings qualified high-net-worth investors to our investor portal, from first touch through account creation and accreditation.
The Role
You will design, launch, and run multi-channel campaigns that generate and nurture accredited-investor leads at scale. This is a hands-on builder role. You will write the copy, build the sequences, run the LinkedIn outreach, track the numbers, and report on cost per qualified lead and funnel conversion.
What You'll Do
Build and manage email marketing programs: list development, segmentation, nurture sequences, newsletters, deliverability, and A/B testing.
Run LinkedIn lead generation targeting HNW individuals, family offices, and accredited investors, using Sales Navigator, content, and outreach automation.
Drive investor traffic to our digital portal and optimize conversion from visitor to registered account to verified accredited investor.
Produce investor-facing content with our leadership team, including email copy, landing pages, webinar promotion, and video distribution.
Own the marketing dashboard: lead volume, cost per lead, open and reply rates, portal registrations, and funnel drop-off.
Work with legal and compliance to ensure all investor communications meet SEC and FINRA advertising standards before release.
What You Bring
5+ years in email marketing and LinkedIn lead generation, ideally targeting investors, wealth management clients, or other high-net-worth audiences.
Proven results: you can show campaigns you built and the numbers they produced.
Hands-on experience with email platforms (HubSpot, ActiveCampaign, Mailchimp, Klaviyo, or similar) and LinkedIn automation tools.
Strong direct-response copywriting.
Comfort with metrics, attribution, and CRM hygiene.
Understanding of the compliance constraints on marketing private investments.
Big Plus
Experience marketing real estate syndications, private equity, or alternative investments to accredited investors.
Existing network or audience in the HNW or family-office space.
What This Role Is Not
This is a marketing role. You will not sell securities, recommend investments, negotiate terms, or accept subscriptions. You will not be compensated based on capital raised.
Compensation
Base plus performance bonus tied to marketing KPIs (qualified leads, portal registrations, verified accounts).
Work arrangement
Yes
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