Head of Wealth Marketing

Carlyle is seeking a visionary and strategic Global Head of Wealth Marketing to lead the firm’s marketing strategy and execution across its rapidly expanding Wealth platform. This senior leader will define how Carlyle engages with financial advisors, private banks, and high-net-worth investors worldwide – shaping the brand’s presence, storytelling, and market positioning across regions.

In this role, you will set and execute the global marketing agenda for Carlyle’s Wealth business, balancing strategic vision with operational excellence. Leading a team of marketers and partnering closely with Sales, Product, and Communications leaders, you will translate strategy into action and deliver measurable business results. From developing integrated campaigns to driving flawless execution across channels, you will ensure Carlyle’s voice and value proposition resonate consistently and powerfully in every market.

This is a rare opportunity to lead Marketing at a pivotal moment – influencing how one of the world’s leading investment firms engages the global wealth ecosystem, while directly driving growth, client engagement, and market differentiation.

• Lead Carlyle’s Global Wealth Marketing Strategy, ensuring consistency, creativity, and impact across regions and channels.
• Manage and mentor a global team of marketers, fostering collaboration, innovation, and alignment around shared priorities.
• Own the global wealth marketing budget and establish KPIs to measure marketing’s contribution to client engagement and business growth.
• Deliver integrated marketing and advertising programs that deepen client engagement and accelerate business growth across the globe.
• Lead the end-to-end development and execution of global campaigns, ensuring speed, precision, and excellence in delivery.
• Drive thought leadership and educational initiatives – including the Carlyle Connect
  
  ED platform – to position Carlyle as a trusted partner to advisors and end investors.
• Champion Carlyle’s brand across the wealth channel by ensuring every touchpoint – from digital to events – reflects a clear, consistent, and differentiated identity.
• Leverage data-driven insights to enhance segmentation, personalize engagement, and continuously optimize performance across channels.
• Build a test-and-learn culture that uses analytics to inform decision-making, demonstrate ROI, and scale best practices globally.
• Lead key technology initiatives that advance Carlyle’s digital marketing infrastructure to enhance targeting, personalization, scalability and client engagement.
• Anticipate and constantly analyze wealth and asset management trends, identifying emerging opportunities for growth and differentiation.

Education & Certificates

• Concentration in Marketing, Business or a related field, preferred
• Master’s or MBA preferred
• Series 24 preferred

• 12+ years of overall relevant experience, required
• Marketing experience in financial services, asset management, wealth management, preferred
• Proven track record leading high-performing marketing teams, collaborating across time zones, and executing in a fast-paced, global organization.
• Strong understanding of financial products and services, with the ability to translate complex concepts into client-friendly language.
• Deep understanding of global wealth distribution channels and investor audiences.
• Past experience with developing and managing paid media / advertising campaigns, including strategy, execution and measurement.
• Proven expertise in martech tools and data platforms (CRM systems, marketing automation, analytics dashboards, and social advocacy tools).
• Exceptional written and verbal communication skills, with comfort engaging other senior leaders of the firm.
• Visionary leader who combines strategic thinking with creative execution to drive brand and business impact.
• Skilled collaborator and confident communicator who builds strong partnerships across functions, regions, and seniority levels.
• Culturally attuned and globally minded, with a deep appreciation for local market nuance and global consistency.
• Passionate storyteller, able to represent Carlyle’s brand and thought…