We are a New York City–based, growth-focused firm operating in the financial services and private markets ecosystem. Our focus is not vanity marketing — it’s strategic positioning, advisor relationships, investor access, and measurable revenue growth. We care about sharp messaging, clean execution, and marketing that opens doors.
About the Role We are hiring a Strategic Marketing Specialist — a senior, commercially minded marketer who understands both branding and business development. This is not a junior execution role. This is a strategy-first position for someone who can think about:
How do we get in the door with financial advisors?
How do we position investment solutions to attract referral capital?
How do we create marketing that translates into investor conversations?
How do we support a sales team that wants introductions to advisors managing $10M+ books?
You’ll work closely with leadership to build a marketing engine that supports relationship-driven growth across the NYC financial advisory ecosystem.
Responsibilities
Strategic Positioning & Market Penetration
Develop messaging that resonates with financial advisors and RIAs
Design campaigns that generate referral relationships
Build marketing frameworks that support “advisor-to-investor” pipelines
Align brand positioning with revenue and partnership goals
Create sharp, professional marketing materials (Canva / Adobe)
Develop polished social presence (LinkedIn primary; Instagram secondary)
Produce investor-facing presentations and advisor decks
Ensure brand consistency across all touchpoints
Identify partnership opportunities within NYC advisor networks
Build outbound marketing strategies supporting sales conversations
Collaborate with leadership on go-to-market strategy
Translate market insights into campaigns that drive measurable traction
Qualifications
6+ years of marketing experience, ideally within financial services, asset management, alternatives, or professional services
Required Skills
Strong strategic thinking — understands how marketing supports revenue
Experience marketing to financial advisors, RIAs, or institutional clients preferred
Strong design eye (Canva + Adobe proficiency required)
Comfortable developing thought leadership and partnership positioning
Strong communication skills — able to present ideas clearly to leadership
NYC-based and comfortable in a hybrid/in-office environment (40 hours/week)
Preferred Skills
You understand how capital flows.
You understand how advisors think.
You know how to position value in a crowded financial marketplace.
You can design clean assets — but more importantly, you know why they matter.
#J-18808-Ljbffr
About the Role We are hiring a Strategic Marketing Specialist — a senior, commercially minded marketer who understands both branding and business development. This is not a junior execution role. This is a strategy-first position for someone who can think about:
How do we get in the door with financial advisors?
How do we position investment solutions to attract referral capital?
How do we create marketing that translates into investor conversations?
How do we support a sales team that wants introductions to advisors managing $10M+ books?
You’ll work closely with leadership to build a marketing engine that supports relationship-driven growth across the NYC financial advisory ecosystem.
Responsibilities
Strategic Positioning & Market Penetration
Develop messaging that resonates with financial advisors and RIAs
Design campaigns that generate referral relationships
Build marketing frameworks that support “advisor-to-investor” pipelines
Align brand positioning with revenue and partnership goals
Create sharp, professional marketing materials (Canva / Adobe)
Develop polished social presence (LinkedIn primary; Instagram secondary)
Produce investor-facing presentations and advisor decks
Ensure brand consistency across all touchpoints
Identify partnership opportunities within NYC advisor networks
Build outbound marketing strategies supporting sales conversations
Collaborate with leadership on go-to-market strategy
Translate market insights into campaigns that drive measurable traction
Qualifications
6+ years of marketing experience, ideally within financial services, asset management, alternatives, or professional services
Required Skills
Strong strategic thinking — understands how marketing supports revenue
Experience marketing to financial advisors, RIAs, or institutional clients preferred
Strong design eye (Canva + Adobe proficiency required)
Comfortable developing thought leadership and partnership positioning
Strong communication skills — able to present ideas clearly to leadership
NYC-based and comfortable in a hybrid/in-office environment (40 hours/week)
Preferred Skills
You understand how capital flows.
You understand how advisors think.
You know how to position value in a crowded financial marketplace.
You can design clean assets — but more importantly, you know why they matter.
#J-18808-Ljbffr