Vice President, Channel & Integrated Marketing – Private Wealth Solutions at Vista Equity Partners Management

Position SummaryThis is an exciting time to join the Private Wealth Solutions (PWS) Marketing team at Vista Equity Partners as we build a brand new digital engagement strategy and scale lead generation for the Private Wealth business a strategic and high-growth area for the firm. We are developing innovative marketing strategies to engage financial advisors private banks and RIA partners while enabling scalable growth using leading digital and AI tools. The Marketing team works cross-functionally to advance the Firms brand drive advisor education deepen client relationships and deliver personalized digital experiences across the investor lifecycle.The Director Channel & Integrated Marketing will serve as the strategic orchestrator for Vistas marketing programs across the Private Wealth channel. This leader will design multi-touch digital journeys architect automated workflows drive personalization strategies and oversee integrated programs that generate qualified leads and support advisor servicing.Partnering closely with the Head of Private Wealth Marketing Private Wealth Sales and Head of Marketing Operations this role ensures Vistas content campaigns events and digital experiences are delivered cohesively and efficiently to the financial advisor ecosystem.This is an ideal opportunity for a digitally native marketing strategist with demonstrated experience creating scalable data-driven advisor engagement programs inside a wealth management asset management or alternatives-focused environment. Strong expertise in marketing automation digital orchestration workflow design and agile marketing is essential.Private Wealth Solutions (PWS) is responsible for product strategy fundraising relationship management and the investor experience for all of Vistas Private Equity and Private Credit solutions across private wealth channels (Private Banks Wirehouses and Broker-Dealers Registered Investment Advisers and Multi-Family Offices and digital platforms).Private Wealth Solutions will seek to harness the transformative power of technology to provide private banks and their clients with access to exceptional returns with low loss ratios unique technology market insights and a modern client experience. The team will expand on Vistas current presence in the private wealth channel to become the technology sector partner of choice for the global private wealth market. As an early member of the growing Private Wealth Solutions team you will play a pivotal role in developing the foundation and building it into a key driver of Vistas overall strategic objectives.ResponsibilitiesStrategic Planning & Marketing OrchestrationDevelop and own the integrated channel marketing roadmap for PWS aligning campaigns digital journeys events and communications into cohesive programs that drive advisor engagement and pipeline generation.Partner with the Head of Private Wealth Marketing to translate channel strategy into measurable multi-step marketing initiatives.Lead agile marketing ceremonies (standups sprint planning retros) to drive cross-functional alignment and rapid execution.Digital Journey Architecture & PersonalizationArchitect and execute digital customer journeys across advisor segments (wirehouses RIAs private banks family offices) incorporating triggers segmentation automation and personalization logic.Translate business goals into dynamic workflows that advance prospects through the funnel and support relationship deepening for existing clients.Develop personalization tactics across email web gated experiences CRM touchpoints and digital events to improve relevance and advisor experience.Marketing Automation & Campaign ExecutionOversee buildout and optimization of automated nurture programs including onboarding series product/strategy education event-driven workflows and cross-sell sequences.Partner closely with centralized Marketing Operations CRM and Digital teams to execute test and optimize campaigns in alignment with Vistas digital platforms and data infrastructure.Ensure campaigns are fully integrated across email web paid media social advisor platforms and sales enablement channels.Channel Insights Analytics & OptimizationLeverage data insights and digital analytics to inform journey design improve conversion and refine audience segmentation.Establish KPIs for advisor engagement lead generation funnel progression and client servicing impact.Incorporate A/B testing behavioral engagement signals and reporting frameworks to drive continuous improvement.Cross-Functional Collaboration & Stakeholder ManagementPartner with PWS Sales Product Specialists Events Content Compliance and broader Marketing teams to deliver unified advisor experiences.Serve as the primary liaison to Digital Martech and Marketing Operations to ensure technical alignment across platforms data flows and deployment processes.Collaborate with external agencies or vendors supporting digital production creative execution or channel analytics.QualificationsBachelors degree required.10 years of experience in integrated marketing digital marketing or channel marketing preferably within asset management alternative investments wealth management or financial advisor/RIA-focused environments.Deep expertise in marketing automation platforms (preferably Marketo) CRM systems digital workflow design and multi-channel orchestration.Demonstrated ability to design and execute sophisticated digital journeys with segmentation triggers and personalized content at scale.Experience leading agile marketing teams and facilitating agile ceremonies.Strong strategic and analytical skills with an ability to interpret data identify insights and connect marketing activities to business outcomes.Exceptional project management abilities; highly organized detail-oriented and able to manage multiple stakeholders and deadlines.Strong collaboration skills and confidence working with product sales executives operations and compliance teams.Creative problem-solver with an aptitude for building new programs and improving existing processes.Preference for candidates with direct experience marketing to financial advisors RIAs or private banking channels.Ability to travel as needed for events leadership meetings and channel initiatives.The pay range for this role is expected to be between $175000 - $275000. Actual base pay could vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package.Company OverviewVista is a leading global investment firm that invests exclusively in enterprise software data and technology-enabled organizations across private equity credit public equity and permanent capital strategies. The firm brings an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors companies customers and employees. Vistas investments are anchored by a sizable long-term capital base experience in structuring technology-oriented transactions and proven flexible management techniques that drive sustainable growth. Vista believes the transformative power of technology is the key to an even better future a healthier planet a smarter economy a diverse and inclusive community and a broader path to prosperity. Further information is available at . Follow Vista on LinkedIn @Vista Equity Partners or Twitter @VistaEquity.Required Experience:Exec Key Skills Digital Marketing,Performance Marketing,B2B Sales,Marketing,SAAS,Growing Experience,Pardot,Attribution Modeling,Marketing Automation,Customer Segmentation,Martech,Lead Generation Employment Type : Full-Time Experience: years Vacancy: 1 Monthly Salary Salary: 175000 - 275000