Asset & Wealth Management, PWM, Next Gen Marketing & Engagement Strategy, Vice President - New York

Location: New York, NY, United States; office location: New York

Base salary: $115,000–$270,000 per year, plus potential discretionary bonus.

Company

hirify.global is a global investment banking, securities, and investment management firm serving individuals, families, institutions, and foundations.

What you will do

• Lead next-generation marketing and client engagement strategy for Private Wealth Management.
• Own the content agenda, editorial calendar, presentations, educational materials, event collateral, and digital assets.
• Build and scale virtual events, webinars, multimedia content, and other digital programming.
• Develop marketing collateral, pitch materials, and client-facing assets for the hirify.global Family Office and wealth planning business.
• Partner with the next-generation client advisory board, PWM Advisors, Marketing, Corporate Communications, Product and Engineering, Data and Analytics, Legal, Compliance, and senior leadership.
• Design KPI frameworks, reporting scorecards, surveys, and analytics processes to measure and improve program performance.

Requirements

• Bachelor’s degree and 6+ years of relevant experience in wealth or asset management, private banking, marketing, content strategy, digital programming, or client strategy.
• Experience creating client-facing presentations, written communications, digital assets, and content or digital programming across virtual, in-person, and hybrid formats.
• Experience defining KPIs, building reporting or scorecards, analyzing qualitative feedback, and working with Excel, survey tools, CRM, or reporting platforms.
• Strong executive-level writing, presentation, communication, program management, and project management skills.
• Ability to influence senior stakeholders without direct authority and exercise discretion with confidential client information.
• Ability to travel and work occasional evenings and weekends around client events.

Nice to have

• Experience scaling content or editorial programs and launching digital engagement initiatives from inception.
• Familiarity with the ultra-high-net-worth landscape, brand and thought leadership campaigns, and financial services marketing review processes.
• Experience partnering with advisory boards, councils, or executive programs.
• Experience with CRM, event, survey, and content management platforms.

Culture & Benefits

• Training and development opportunities, firmwide networks, wellness programs, personal finance offerings, and mindfulness programs.
• Competitive benefits generally available to eligible full-time and part-time US employees working at least 20 hours per week.
• Reasonable accommodations are available during the recruiting process.