Vista Equity Partners
Vice President, Channel & Integrated Marketing – Private Wealth Solutions
Vista Equity Partners, New York, New York, us, 10261
Vice President, Channel & Integrated Marketing – Private Wealth Solutions
Position Summary: This is an exciting time to join the Private Wealth Solutions (PWS) Marketing team at Vista Equity Partners as we build a brand new digital engagement strategy and scale lead generation for the Private Wealth business, a strategic and high-growth area for the firm. We are developing innovative marketing strategies to engage financial advisors, private banks, and RIA partners, while enabling scalable growth using leading digital and AI tools. The Marketing team works cross-functionally to advance the Firm’s brand, drive advisor education, deepen client relationships, and deliver personalized digital experiences across the investor lifecycle.
As Director, Channel & Integrated Marketing, you will design multi-touch digital journeys, architect automated workflows, drive personalization strategies, and oversee integrated programs that generate qualified leads and support advisor servicing. Partnering closely with the Head of Private Wealth Marketing, Private Wealth Sales, and Head of Marketing Operations, this role ensures Vista’s content, campaigns, events, and digital experiences are delivered cohesively and efficiently to the financial advisor ecosystem.
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.
Ensure campaigns are fully integrated across email, web, paid media, social, advisor platforms, and sales enablement channels.
Leverage data, insights, and digital analytics to inform journey design, improve conversion, and refine audience segmentation.
Establish KPIs for advisor engagement, lead generation, funnel progression, and client servicing impact.
Incorporate A/B testing, behavioral engagement signals, and reporting frameworks to drive continuous improvement.
Partner with PWS Sales, Product Specialists, Events, Content, Compliance, and broader Marketing teams to deliver unified advisor experiences.
Serve as the primary liaison to Digital, Martech, and Marketing Operations to ensure technical alignment across platforms, data flows, and deployment processes.
Collaborate with external agencies or vendors supporting digital production, creative execution, or channel analytics.
Qualifications
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.
Creative problem-solver with an aptitude for building new programs and improving existing processes.
Preference for candidates with direct experience marketing to financial advisors, RIAs, or private banking channels.
Ability to travel as needed for events, leadership meetings, and channel initiatives.
Company Overview The pay range for this role is expected to be between $175,000 - $275,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant’s skill set. The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package.
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As Director, Channel & Integrated Marketing, you will design multi-touch digital journeys, architect automated workflows, drive personalization strategies, and oversee integrated programs that generate qualified leads and support advisor servicing. Partnering closely with the Head of Private Wealth Marketing, Private Wealth Sales, and Head of Marketing Operations, this role ensures Vista’s content, campaigns, events, and digital experiences are delivered cohesively and efficiently to the financial advisor ecosystem.
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.
Ensure campaigns are fully integrated across email, web, paid media, social, advisor platforms, and sales enablement channels.
Leverage data, insights, and digital analytics to inform journey design, improve conversion, and refine audience segmentation.
Establish KPIs for advisor engagement, lead generation, funnel progression, and client servicing impact.
Incorporate A/B testing, behavioral engagement signals, and reporting frameworks to drive continuous improvement.
Partner with PWS Sales, Product Specialists, Events, Content, Compliance, and broader Marketing teams to deliver unified advisor experiences.
Serve as the primary liaison to Digital, Martech, and Marketing Operations to ensure technical alignment across platforms, data flows, and deployment processes.
Collaborate with external agencies or vendors supporting digital production, creative execution, or channel analytics.
Qualifications
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.
Creative problem-solver with an aptitude for building new programs and improving existing processes.
Preference for candidates with direct experience marketing to financial advisors, RIAs, or private banking channels.
Ability to travel as needed for events, leadership meetings, and channel initiatives.
Company Overview The pay range for this role is expected to be between $175,000 - $275,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant’s skill set. The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package.
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