Director, Channel Marketing & Investor Growth
The Company
InvestX launched in 2014 and is a late-stage venture fund currently investing out of Fund 5. With over US$700 million in investments and 35+ portfolio companies including Palantir, SpaceX, Airbnb, SoFi, Spotify, DocuSign, leading AI companies, and many more. We partner with leading North American wealth management firms and family office clients to offer access to multi-position and single purpose funds.
InvestX is backed by leading financial institutions Jefferies, Virtu Financial, and Canaccord Genuity and has been featured in CNBC, Forbes, Bloomberg, U.S. News, Business Insider, Reuters, The Globe and Mail, and many other publications.
About the Role
The Director, Channel Marketing & Investor Growth is responsible for building and scaling InvestX’s distribution marketing engine across RIAs, national accounts, broker-dealers, family offices, high-net-worth investors, and existing LP relationships.
This role focuses on driving investor engagement, campaign execution, CRM automation, nurture journeys, and qualified lead conversion.
You will partner closely with sales, national accounts, investor relations, and leadership to ensure the right message reaches the right audience and converts to qualified leads through scalable, measurable, and repeatable systems.
This role is ideal for someone who thrives in a fast-moving environment and loves combining strategic campaign thinking with operational execution, automation, analytics, and investor engagement.
Location: New York, Vancouver, BC (or remote for the right team member)
Responsibilities
Distribution Campaign Execution:
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.
Investor Funnel & Lead Conversion:
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.
Webinars & Events:
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.
Marketing Technology & Reporting:
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.
Sales Enablement Operations:
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.
Qualifications
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.
Experience leveraging AI tools for campaign operations, segmentation, personalization, reporting, and workflow automation is considered a strong asset.
Eligibility to travel between the US and Canada as needed.
A Criminal Record Check and Credit Check is required for this position.
Salary & Benefits
Actual salaries may vary based on factors, such as skill, experience,
location,
and qualifications for the
role.
2026 range is $150,000 - $170,000 USD plus incentive plan and equity.
Comprehensive Health & Benefit plan
InvestX welcomes applications from all qualified candidates, including women, persons with disabilities, aboriginal peoples, indigenous peoples, visible minorities, race, color, religion, sex, sexual orientation, gender identity, or national origin. Reasonable accommodation for applicants with disabilities is available upon request in connection with the recruitment process. If you have any questions about this job posting, please contact [email protected].
Apply To This Job
InvestX launched in 2014 and is a late-stage venture fund currently investing out of Fund 5. With over US$700 million in investments and 35+ portfolio companies including Palantir, SpaceX, Airbnb, SoFi, Spotify, DocuSign, leading AI companies, and many more. We partner with leading North American wealth management firms and family office clients to offer access to multi-position and single purpose funds.
InvestX is backed by leading financial institutions Jefferies, Virtu Financial, and Canaccord Genuity and has been featured in CNBC, Forbes, Bloomberg, U.S. News, Business Insider, Reuters, The Globe and Mail, and many other publications.
About the Role
The Director, Channel Marketing & Investor Growth is responsible for building and scaling InvestX’s distribution marketing engine across RIAs, national accounts, broker-dealers, family offices, high-net-worth investors, and existing LP relationships.
This role focuses on driving investor engagement, campaign execution, CRM automation, nurture journeys, and qualified lead conversion.
You will partner closely with sales, national accounts, investor relations, and leadership to ensure the right message reaches the right audience and converts to qualified leads through scalable, measurable, and repeatable systems.
This role is ideal for someone who thrives in a fast-moving environment and loves combining strategic campaign thinking with operational execution, automation, analytics, and investor engagement.
Location: New York, Vancouver, BC (or remote for the right team member)
Responsibilities
Distribution Campaign Execution:
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.
Investor Funnel & Lead Conversion:
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.
Webinars & Events:
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.
Marketing Technology & Reporting:
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.
Sales Enablement Operations:
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.
Qualifications
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.
Experience leveraging AI tools for campaign operations, segmentation, personalization, reporting, and workflow automation is considered a strong asset.
Eligibility to travel between the US and Canada as needed.
A Criminal Record Check and Credit Check is required for this position.
Salary & Benefits
Actual salaries may vary based on factors, such as skill, experience,
location,
and qualifications for the
role.
2026 range is $150,000 - $170,000 USD plus incentive plan and equity.
Comprehensive Health & Benefit plan
InvestX welcomes applications from all qualified candidates, including women, persons with disabilities, aboriginal peoples, indigenous peoples, visible minorities, race, color, religion, sex, sexual orientation, gender identity, or national origin. Reasonable accommodation for applicants with disabilities is available upon request in connection with the recruitment process. If you have any questions about this job posting, please contact [email protected].
Apply To This Job