Asset & Wealth Management, PWM, Brand Marketing and Creative Strategy, Vice President - New York - 2027

Campaign Effectiveness & Insight- Own the brand and creative measurement framework: brand health, awareness, consideration, share of voice, message resonance, and creative-level engagement quality. Partner with media and analytics teams on campaign performance reporting and attribution, and synthesize both into a clear point of view on what to do next.

Brand-to-Growth Integration- Partner with growth, digital media, and lifecycle marketing teams to ensure brand creative and messaging support client acquisition and retention across the full client journey, with shared success measures and joint planning rhythms.

Advisor & Relationship Engagement- Develop brand and messaging strategies that align with and empower the high-touch, advisor-led, relationship-driven commercial model, equipping Private Wealth Advisors with narrative, content, and digital touchpoints that convert in a relationship-driven sales motion.

Agency & Partner Management- Select, onboard, and manage external creative and production partners. Set scope, negotiate budgets, define quality and output KPIs, and identify opportunities to scale creative production efficiently through modular and templated models.

Budget Ownership- Own and optimize brand and creative production budgets across wealth management initiatives, making disciplined trade-offs across campaigns and assets to maximize impact per dollar.

Brand Governance- Own brand guidelines, standards, and identity systems for PWM and related wealth marketing assets, including the relationship between the enterprise masterbrand and endorsed wealth offerings. Ensure consistency of tone, voice, and visual expression across every touchpoint globally.

Stakeholder Influence- Serve as a trusted advisor to senior leadership in PWM and Asset & Wealth Management; build consensus across a matrixed organization and present strategy, recommendations, and results to executive audiences.

Team Leadership & Development- Lead, mentor, and develop marketing professionals; foster a culture of creativity, rigor, and collaboration across workstreams.

Compliance Partnership- Partner proactively with Legal, Compliance, and Risk to bring ambitious, test-driven creative to market, including building pre-cleared modular creative libraries that make testing cadence feasible within institutional wealth management regulatory requirements and advertising standards.

SKILLS & EXPERIENCE WE'RE LOOKING FOR

Qualifications:

• Brand & Creative Strategy Experience:Typically 8-12+ years of progressive brand and creative strategy experience, including significant time leading integrated campaigns at a leading agency, a premium or luxury brand, and/or within financial services and wealth management.

• Creative Testing & Optimization:Demonstrated experience designing and interpreting message and creative tests, managing creative rotation and refresh cadences, and building modular creative systems that support variation at scale.

• Target Audience Track Record:Demonstrated experience marketing to affluent, ultra-high-net-worth, family office, or institutional audiences, with judgment about how testing and optimization practices translate to low-volume, high-value, privacy-sensitive segments.

• Strategic Judgment:Proven ability to develop brand positioning and narrative from insight, connecting brand and messaging decisions directly to measurable commercial outcomes.

• Creative Excellence:Exceptional creative instinct and judgment, with a portfolio reflecting a high standard of craft across digital, print, and video formats; skilled at briefing and directing creative teams.

• Analytical Literacy:Fluency with brand health tracking, brand lift studies, campaign analytics, market research, and competitive analysis. Able to read media performance reporting critically and translate it into creative direction - without needing to run the channels.

• Cross-Functional Partnership:Track record of working effectively with media, analytics, and growth teams under shared objectives and split ownership.

• Multi-Channel Fluency:Deep familiarity with digital display, social media, streaming video and audio, print, thought leadership content, events, and emerging channels.

• Leadership & Influence:Proven success leading teams and influencing senior stakeholders in a complex, matrixed organization; comfortable presenting to executive audiences.

• Agency & Budget Management:Track record of managing external agencies and multi-million-dollar production budgets with discipline and accountability.

• Regulatory Comfort:Experience operating within a compliance-driven environment (e.g., wealth management, asset management, or broader financial services); familiarity with wealth management advertising standards is a distinct advantage. Experience building pre-cleared modular creative libraries with Compliance partners is highly valued.

• Execution Discipline:Outstanding organizational and program management skills, with the ability to run multiple large-scale initiatives simultaneously and pivot as priorities evolve.

• Communication:Exceptional written and verbal communication skills, including storytelling and executive-level presentation ability.

• Education:Undergraduate degree required (Marketing, Communications, Advertising, Economics, English, or a related field); advanced degree a plus.