Job description

Our client is seeking a dynamic and strategic marketing leader with proven channel marketing experience to spearhead high-impact initiatives targeting the High net worth (HNW) segment. This is a pivotal role for a seasoned professional who can lead a small team, craft compelling growth narratives, and deliver premium engagement strategies across channel partnership.

Key Responsibilities

Strategic Planning: Design and execute a comprehensive marketing strategy focused on HNW individuals and businesses across the Greater Bay Area, aligned with business goals and market dynamics.
Channel & Event Leadership: Drive channel partnership development and lead exclusive event marketing initiatives, ensuring high-quality execution and measurable business outcomes.
Performance Optimization: Monitor campaign performance, lead generation, and channel ROI to continuously refine marketing effectiveness.
Market Intelligence: Conduct competitive analysis and customer research to identify emerging trends, preferences, and new business opportunities.
Stakeholder Collaboration: Partner with internal teams and external stakeholders—including brokers and financial advisors—to ensure strategic alignment and seamless execution.
Relationship Management: Act as the primary contact for HNW marketing partnerships, elevating service standards and deepening engagement.