Assistant Director, Private Wealth Client Marketing

Job Description Summary

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.

In our collegial environment that’s marked by low turnover and high energy, you’ll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.

We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.

HarbourVest is an equal opportunity employer.

This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.

The Assistant Director, Client Marketing will own the development and delivery of integrated marketing programs for HarbourVest’s Global Private Wealth business. This role translates fundraising priorities, product focus areas, and audience insights into targeted campaigns, engagement programs, and educational initiatives across wealth audiences. Operating with a high degree of independence, the role will establish strong partnerships with Investor Relations, Product Specialists, Commercial Operations, and regional marketing teams to define priorities and lead programs serving distribution partner, platform, and advisor segments throughout the client lifecycle. As part of a newly established team, the role will take a leading role in building scalable marketing processes, audience engagement strategies, and campaign capabilities across regions.

The Ideal Candidate is Someone Who Is: 

• A strategic, hands-on marketer with demonstrated success independently leading integrated marketing programs and complex cross-functional initiatives, building stakeholder partnerships, and delivering measurable results.
• Fluent in wealth audiences, with familiarity across intermediary distribution channels including platforms, home offices, wirehouses, RIAs, and private banks.
• Experienced in developing audience-centric marketing programs, nurture journeys, and engagement strategies that support fundraising and business growth.
• A trusted partner to distribution and business stakeholders, able to understand their priorities, provide informed recommendations, and build alignment around marketing strategies.
• An effective cross-functional leader who can bring others along, influence without direct authority, and drive shared accountability for delivery.
• Analytical, with experience applying audience insights, engagement data, and campaign performance metrics to improve targeting and personalization.
• Highly organized, collaborative, and able to navigate ambiguity, exercise sound judgment, and move initiatives forward independently across regions, teams, and approval processes.
• Comfortable setting priorities and managing tradeoffs across campaigns, product launches, educational programs, events, and advisor engagement initiatives.
  

What You Will Do: 

• Own the strategy, planning, execution, and ongoing optimization of integrated marketing campaigns aligned with Global Private Wealth fundraising priorities, supporting awareness, engagement, platform adoption, and asset growth.
• Partner directly with Investor Relations, business leadership, and product teams to identify marketing opportunities, recommend approaches, and translate business priorities into campaign concepts, messaging frameworks, audience plans, and activation strategies.
• Define audience strategies across global wealth segments, including home office, platform, wirehouse, RIA, private bank, and financial advisor groups.
• Design and lead audience journeys and nurture programs that deliver personalized communications and meaningful engagement throughout the client lifecycle.
• Establish a close partnership with Commercial Operations to harness internal and third-party data for audience segmentation, personalization, campaign measurement, and engagement tracking.
• Lead coordinated campaign activation across channels including email, web, paid media, social media, and advisor-facing communications.
• Determine how best to integrate sponsored and owned events, webinars, roadshows, educational programs, and client engagement opportunities into broader marketing plans.
• Lead marketing workstreams for product launches, onboarding initiatives, and advisor education programs, aligning stakeholders on objectives, responsibilities, and delivery plans.
• Build strong working relationships with Product Specialists and Investor Relations teams to identify advisor needs and lead the development of advisor-facing communications, educational content, sales enablement materials, and engagement programs that drive advisor awareness, adoption, and long-term product utilization.
• Direct the development and adaptation of campaign materials, including emails, landing pages, digital assets, presentations, and related collateral, providing clear briefs and actionable feedback to internal and external partners.
• Lead campaign timelines, dependencies, workflows, reviews, and approvals, proactively resolving obstacles and holding contributors accountable for high-quality, timely delivery.
• Define campaign objectives and success measures, evaluate performance, and recommend adjustments totargeting, messaging, sequencing, and channel strategy.
• Generate actionable engagement insights and sales signals and partner with Investor Relations to incorporate them into follow-up activities and future marketing strategies.
• Establish and improve scalable campaign processes, documentation, reporting practices, and guidelines that strengthen execution and support adoption across teams and regions.

Education Preferred:

• Bachelor of Science (B.S.), Bachelor of Arts (B.A.), or equivalent experience.

Experience:

• 6–12 years of marketing experience within the asset management industry, preferably supporting intermediary distribution channels.

#LI-Hybrid

Base Salary Range:

$125,000.00 - $135,000.00

This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus eligibility, total compensation may include participation in long-term reward programs (typically for more senior-level roles). We also offer a comprehensive total rewards package that may include retirement contributions, health insurance, income protection, paid time off and leave benefits as well as well-being programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.