Director, Institutional Content & Product Marketing
About The Position
The Director, Institutional Content & Product Marketing is a strategic, high-impact role responsible for shaping how InvestX tells the story of its products, its performance, its founders, and its value to the institutional wealth ecosystem. This role sits at the intersection of investment insight, product strategy, and sales enablement— owning the full suite of materials and narratives that empower our BD/IR team to win institutional trust and accelerate capital formation. You will translate complex investment information into clear, credible, and compliant content that resonates with RIAs, independent broker-dealers, family offices, and institutional allocators. This role is perfect for someone who loves going deep on product, thrives in a high-accountability environment, and can build a world-class content engine from the ground up. Why This Role Matters InvestX’s growth depends on our ability to educate the market, build trust, and deliver institutional-grade materials at scale. Wealth managers and family offices require: Repeatable, clean, and compliant materials Thorough DDQs, IC memos, and articulated product differentiation Clear and consistent messaging across sectors, SPVs, and funds Thoughtful narratives that make our sectors, founders, and opportunities come alive This leader ensures we meet—and exceed—those expectations with sophistication, rigor, and speed.
Requirements
- 7–12 years in financial services marketing (Institutional asset management, Wealth-focused product marketing).
- Product storytelling for complex investment solutions.
- Exceptional writing and communication skills—able to convert complex data into compelling, concise narratives.
- Deep understanding of private markets, wealth channels, and institutional diligence requirements.
- Comfort operating in fast-paced, high-growth environments with competing priorities.
- Ability to balance creativity with precision, compliance, and operational rigor.
- Strong cross-functional collaboration skills across BD/IR, Product, Compliance, Marketing, and Investments.
- Eligibility to travel between the US and Canada to attend meetings; ability to travel as needed.
- A Criminal Record Check and Credit Check is required for this position.
Nice To Haves
- Venture capital or private equity experience would be considered an asset.
Responsibilities
- Own all fund and SPV content, including pitch decks, one-pagers, case studies, FAQ sheets, and GP/founder track record materials.
- Write investment theses, sector briefs, and macro/market outlooks tailored to the wealth channel audience.
- Develop performance-update templates, quarterly investor letters, and recurring content formats.
- Build and maintain a robust DDQ/RFP infrastructure that streamlines responses and improves quality.
- Equip the BD/IR team with high-impact, standardized materials that support every stage of the sales cycle.
- Build an internal “content library” for fast customization across deals, sectors, and client types.
- Create channel-specific materials for RIAs, IBDs, and Family Offices that clearly articulate risk differentiation, and product fit.
- Refine product positioning to ensure clear communication of what makes our fund/SPVs unique.
- Maintain message consistency across all client-facing channels, presentations, and materials.
- Partner with Marketing and Compliance to ensure all content is brand-aligned, accurate, and compliant.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
