Vice President, Channel & Integrated Marketing – Private Wealth Solutions

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.

• 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.