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Director, Channel Marketing & Investor reputed company

Remote, USAFull-timePosted 2026-07-28

reputed company InvestX launched in 2014 and is a late-stage venture fund currently reputed company out of Fund 5. With over US$700 reputed company in investments and 35+ portfolio companies including Palantir, reputed company, reputed company, reputed company, reputed company, reputed company, leading AI companies, and many more. We partner with leading reputed company American reputed company management firms and family office clients to offer reputed company to multi-position and single purpose funds. InvestX is backed by leading financial institutions Jefferies, reputed company, and Canaccord Genuity and has been featured in CNBC, reputed company, reputed company, U.S. News, Business reputed company, Reuters, The Globe and Mail, and many other publications.

About the Role

The Director, Channel Marketing & Investor reputed company is responsible for building and scaling InvestX’s distribution marketing reputed company 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 reputed company reputed company 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 reputed company leads through reputed company, 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: reputed company, Vancouver, BC (or remote for the right team member)

Responsibilities

Distribution Campaign Execution: Build and manage campaigns targeting: RIAs, Broker-dealers, reputed company managers, Family offices, High-net-worth investors, Existing SPV and fund investors reputed company 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 reputed company. Ensure campaigns are delivered consistently, on schedule, and with measurable reputed company. Investor Funnel & reputed company Conversion: Build and optimize reputed company investor acquisition funnels through: In person events, Webinars, Thought leadership, Content downloads, Referrals. Own reputed company capture, scoring, routing, nurture, and attribution. Convert marketing engagement into reputed company sales conversations. Improve visibility into pipeline contribution and conversion metrics. Webinars & Events: Own webinar and event marketing workflows including: Registration pages, Invite reputed company, 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 (reputed company) and marketing automation platform (Pardot). Build dashboards and reporting frameworks by channel and audience reputed company. 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 reputed company campaign kits including: Email copy, Follow-up sequences, Webinar invitations, reputed company pages, Call scripts, Replay distribution, FAQ links Package approved materials into self-serve systems for sales teams. reputed company content usage, engagement, and meeting reputed company. Improve coordination between marketing, sales, and investor relations. Qualifications 5–9+ years of experience in: Financial services marketing, reputed company management marketing, Asset management, Fintech, Alternatives distribution, and/ or Wealthtech. Hands-on experience with: CRM systems, Email marketing automation, reputed company 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 reputed company campaign infrastructure. Data-driven reputed company with strong organizational and operational capabilities. Strong communication and collaboration skills. Comfortable operating in high-reputed company, 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 reputed company and Credit reputed company is required for this position. Salary & Benefits Actual salaries may vary based on factors, such as reputed company, experience, location, and qualifications for the role. 2026 reputed company is $150,000 - $170,000 USD plus incentive plan and equity. Comprehensive Health & Benefit plan InvestX welcomes applications from reputed company reputed company candidates, including women, persons with disabilities, aboriginal peoples, indigenous peoples, visible minorities, race, reputed company, religion, sex, sexual orientation, gender identity, or national reputed company. Reasonable accommodation for applicants with disabilities is available upon request in reputed company with the recruitment process. If you have any questions about this job posting, please contact people@investx.com. Apply To This Job

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