Director, Channel Marketing & Investor Growth

InvestX Capital is a late-stage venture fund currently investing out of Fund 5, with a focus on building and scaling their distribution marketing engine. The Director, Channel Marketing & Investor Growth is responsible for driving investor engagement, campaign execution, CRM automation, and qualified lead conversion.

Responsibilities:

• Build and manage campaigns targeting: RIAs, Broker-dealers, Wealth managers, Family offices, High-net-worth investors, Existing SPV and fund investors
• Develop segmented email journeys based on: Investor type, Geography, Product interest, Prior engagement, Distribution channel
• Manage campaign calendars tied to: Fund launches, Webinar schedules, Events, Market catalysts, Incentive windows
• Ensure campaigns are delivered consistently, on schedule, and with measurable outcomes
• Build and optimize direct investor acquisition funnels through: In person events, Webinars, Thought leadership, Content downloads, Referrals
• Own lead capture, scoring, routing, nurture, and attribution
• Convert marketing engagement into qualified sales conversations
• Improve visibility into pipeline contribution and conversion metrics
• Own webinar and event marketing workflows including: Registration pages, Invite strategy, Reminder sequences, Attendance reporting, Meetings scheduled, Replay distribution, Post-event follow-up
• Analyze engagement and conversion performance across virtual and in person events
• Own CRM (salesforce) and marketing automation platform (Pardot)
• Build dashboards and reporting frameworks by channel and audience segment
• Report bi-weekly on: MQLs, conversion to SQLs, marketing activity performance, pipeline influence, campaign ROI
• Use analytics and AI-enabled tools to optimize segmentation, personalization, campaign timing, and investor engagement
• Partner with wholesalers and national accounts to create structured campaign kits including: Email copy, Follow-up sequences, Webinar invitations, Landing pages, Call scripts, Replay distribution, FAQ links
• Package approved materials into self-serve systems for sales teams
• Track content usage, engagement, and meeting generation
• Improve coordination between marketing, sales, and investor relations

Requirements:

• 5–9+ years of experience in: Financial services marketing, Wealth management marketing, Asset management, Fintech, Alternatives distribution, and/ or Wealthtech
• Hands-on experience with: CRM systems, Email marketing automation, Lead scoring, Webinar workflows, Segmentation strategies, Marketing attribution, Campaign analytics
• Strong understanding of advisor, RIA, family office, and HNW investor buying journeys
• Experience supporting wholesalers, sales teams, and national accounts through scalable campaign infrastructure
• Data-driven mindset with strong organizational and operational capabilities
• Strong communication and collaboration skills
• Comfortable operating in high-growth, entrepreneurial environments
• Eligibility to travel between the US and Canada as needed
• A Criminal Record Check and Credit Check is required for this position
• Experience leveraging AI tools for campaign operations, segmentation, personalization, reporting, and workflow automation is considered a strong asset