Head of Wealth

Job description

About the role: The Head of Wealth will be responsible for developing the company's marketing and growth strategy. The tasks include: Developing a comprehensive marketing strategy to attract investors through digital channels and direct relationships. Building a hybrid business model that combines traditional sales and digital marketing. Developing a scalable framework to attract, convert, and retain investors. Additionally, the person will lead strategic investor relationships and design a structured sales process. They will also work on building partnerships with banks, multi-family offices, and investment platforms. They will be responsible for representing the company at exclusive investor events, private wealth forums, and bespoke client meetings. They will also lead partnerships that expand distribution - banks, asset managers, wealthtech platforms, and communities. They will work on building the company's brand as a trusted gateway to elite investment opportunities through thought leadership and media. They will organize or speak at industry events, closed-door investor roundtables, and private networking gatherings. Furthermore, they will work with a digital marketer on all digital growth efforts - performance marketing, SEO, the employer, influencer marketing, and content. They will optimize the entire funnel from awareness to conversion using analytics, A/B testing, and data-driven insights. They will collaborate with product and design to ensure a frictionless digital onboarding journey

Requirements

• networks
• Git
• sales
• digital marketing
• search engine optimization

Skills