Investor Marketing Manager: Accredited & High-Net-Worth Investors
Auto ImportWe are building our investor marketing function from the ground up. This role owns the engine that brings qualified high-net-worth investors to our investor portal, from first touch through account creation and accreditation.
The Role
You will design, launch, and run multi-channel campaigns that generate and nurture accredited-investor leads at scale. This is a hands-on builder role. You will write the copy, build the sequences, run the LinkedIn outreach, track the numbers, and report on cost per qualified lead and funnel conversion.What You'll Do
- Build and manage email marketing programs: list development, segmentation, nurture sequences, newsletters, deliverability, and A/B testing.
- Run LinkedIn lead generation targeting HNW individuals, family offices, and accredited investors, using Sales Navigator, content, and outreach automation.
- Drive investor traffic to our digital portal and optimize conversion from visitor to registered account to verified accredited investor.
- Produce investor-facing content with our leadership team, including email copy, landing pages, webinar promotion, and video distribution.
- Own the marketing dashboard: lead volume, cost per lead, open and reply rates, portal registrations, and funnel drop-off.
- Work with legal and compliance to ensure all investor communications meet SEC and FINRA advertising standards before release.
What You Bring
- 5+ years in email marketing and LinkedIn lead generation, ideally targeting investors, wealth management clients, or other high-net-worth audiences.
- Proven results: you can show campaigns you built and the numbers they produced.
- Hands-on experience with email platforms (HubSpot, ActiveCampaign, Mailchimp, Klaviyo, or similar) and LinkedIn automation tools.
- Strong direct-response copywriting.
- Comfort with metrics, attribution, and CRM hygiene.
- Understanding of the compliance constraints on marketing private investments.
Big Plus
- Experience marketing real estate syndications, private equity, or alternative investments to accredited investors.
- Existing network or audience in the HNW or family-office space.
This is a marketing role. You will not sell securities, recommend investments, negotiate terms, or accept subscriptions. You will not be compensated based on capital raised.