Senior Associate, Private Wealth Client Marketing

Overview

For over forty years, Harbour Vest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open‑door culture that values diversity and innovative thinking.

This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office four days per week and take one remote day weekly (typically 13 weeks per quarter), leaving five additional remote days to be used as needed.

• Build coordinated marketing campaigns aligned with Global Private Wealth (GPW) fundraising priorities, supporting client acquisition, engagement, and pipeline development.
• Translate inputs from Investor Relations, business leadership, and product marketing into campaign concepts, messaging frameworks, and channel plans.
• Define audience strategies across global wealth segments, including home office, platform, wirehouse, RIA, private bank, and financial advisor groups.
• Partner with Commercial Operations to use internal and third‑party data for segmentation, audience development, personalization, and campaign measurement.
• Develop campaign journeys and sequencing across the prospect and client lifecycle, ensuring communications are timely, relevant, and aligned to commercial priorities.
• Deploy campaigns across channels including email, web, paid media, social, and advisor‑facing communications.
• Incorporate sponsored and owned events into broader campaign strategies, including audience targeting, pre‑event communications, and post‑event follow‑up, without owning on‑site event execution.
• Coordinate development and adaptation of campaign materials, including emails, landing pages, digital assets, presentations, and related collateral.
• Manage campaign timelines, dependencies, workflows, reviews, and approvals to ensure high‑quality, timely delivery.
• Partner with regional IR, Marketing, Commercial Operations, and compliance teams to support consistent execution across markets.
• Track campaign results and audience engagement, applying insights to refine targeting, messaging, sequencing, and channel strategy.
• Contribute to building scalable campaign processes, documentation, reporting practices, and guidelines.

• A strategic, hands‑on marketer who can develop campaign ideas and drive execution.
• Fluent in wealth audiences, with deep familiarity in the US market and the ability to apply insights across global markets.
• Analytical, with experience applying audience insights to refine targeting and personalization.
• Highly organized, collaborative, and comfortable working across regions, teams, and approval processes.

• Bachelor of Science (B.S.) or equivalent experience.
• 5–8 years of marketing experience, preferably within asset management, alternatives, or financial services.

$89,000.00 – $ USD base salary. This role is eligible for a discretionary annual bonus determined by individual and overall firm performance. Total compensation may also include eligibility for long‑term reward programs and a comprehensive total rewards package, including retirement, health, insurance, paid time off, and wellness programs. Posted ranges are applicable only within the U.S. and should not be converted to other currencies for foreign positions.

Harbour Vest is an equal opportunity employer.