Relationship Marketing Specialist - Private Wealth

What it's about

Our Private Wealth Marketing division drives initiatives to further raise Partners Group’s brand awareness in the wealth channel and increase lead generation for our portfolio of evergreen products. They address the unique needs of each region while also aligning with the global brand, optimize the digital presence of Private Wealth and ensure cohesive & impactful marketing campaigns.

To strengthen our efforts in the Americas region, we are hiring a relationship marketing specialist to create targeted outreach programs by channel and distribution partner to foster relationship and fundraising efforts and elevate our presence at client events & conferences.

Key activities:

• Partnership marketing: Lead high-impact partnership marketing initiatives by collaborating closely with National Accounts and key distribution partners (wirehouses, FinTech platforms, independent broker dealers, etc.) to co-develop and execute strategic product launches, thematic macro-driven narratives, and advisor engagement objectives. Drive scalable marketing solutions to deepen partner relationships and accelerate fundraising momentum.  
• Channelized campaigning: Drive data-informed, channel-specific marketing strategies that resonate with distinct advisor personas (RIAs, wirehouse, independent broker dealers). Implement segmentation and targeting strategies to develop and execute multi-touch, sequenced campaigns across email, social, webinar, and event platforms to maximize engagement and impact. Own the Americas outreach calendar to coordinate content distribution that ensures cohesive messaging, marketing rhythm, and measurable campaigns.
• Internal event support: Definition and management of 6-8 "Academies" each year, which bring 100+ advisors to our campus for due diligence event spanning two days. Responsibilities include invitation process, agenda and content preparation, liaison with Events team for event logistics, development & and execution of pre-& post-event marketing plan.
• Industry conference support: Support evaluation of available industry conferences based on business objectives fit & brand building ability, lead conference preparations with conference providers as well as internally – speaker definition & content preparation,  collaterals, invitations & in-person meetings, pre-& post-event promotion through owned channels

What we expect

•    Minimum 3 years of relevant experience in a similar B2B environment  

•    Strong academic credentials with a degree in communications, marketing, journalism or business administration – a solid understanding of the financial industry/private markets of advantage.

•    Proven track record of successfully organizing events & executing partnership marketing measures and campaigns.

•    Advanced PowerPoint skills, and the ability to produce convincing and visually appealing presentations from complex materials for both in person presentations and large-scale events.

•    Strong project management and event planning skills, including an understanding of CVENT and other project management tools 

•    Ability to work within a matrix organization with numerous stakeholders and a global team that is spread out across several offices.

•    Passionate, highly motivated with a proven ability to handle high workload and multiple projects on sensitive timelines.

 

What we offer

Partners Group is a global financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we are committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded. Our offerings include:

• Professional, international, and high-performing work-environment
• Challenging, rewarding career within a growing company
• Collaborative environment, with on-the-job training and mentorship opportunities
• Competitive benefits and wellness package, including medical, dental and vision coverage
• 401k (Roth and pre-tax options) with company-match
• 25 vacation days, and 13 holidays annually
• One-month sabbatical after every five years of service
• Company paid life and disability insurance Education assistance program
• Lunch stipend
• Domestic and international events, including offsites and volunteer opportunities
• Partners Group compensation has a long-term outlook and philosophy, and our total compensation emphasizes performance based long term incentives. Base pay range for this role is $87,000 - $106,000 and a performance-based bonus and equity are additional parts of the total compensation package

Make an impact on the organization by taking a leading role in the growth of our US business. Our working environment is humble, inclusive and transparent; the structure of the firm is flat. At Partners Group, we thrive on new ideas for the benefit of our clients, our employees and our communities. We are proud to be an equal opportunity employer and support diversity of perspectives.

 

www.partnersgroup.com

 

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