Vice President, Channel - New York - Vista Equity Partners

    Vista Equity Partners
    Vista Equity Partners New York

    1 week ago

    Description
    Position Summary
    This is an exciting time to join the Private Wealth Solutions (PWS) Marketing team at Vista Equity Partners as we build a brand new digital engagement strategy and scale lead generation for the Private Wealth business, a strategic and high-growth area for the firm. We are developing innovative marketing strategies to engage financial advisors, private banks, and RIA partners, while enabling scalable growth using leading digital and AI tools. The Marketing team works cross-functionally to advance the Firm's brand, drive advisor education, deepen client relationships, and deliver personalized digital experiences across the investor lifecycle.
    The Director, Channel & Integrated Marketing will serve as the strategic orchestrator for Vista's marketing programs across the Private Wealth channel. This leader will design multi-touch digital journeys, architect automated workflows, drive personalization strategies, and oversee integrated programs that generate qualified leads and support advisor servicing.
    Partnering closely with the Head of Private Wealth Marketing, Private Wealth Sales, and Head of Marketing Operations, this role ensures Vista's content, campaigns, events, and digital experiences are delivered cohesively and efficiently to the financial advisor ecosystem.
    This is an ideal opportunity for a digitally native marketing strategist with demonstrated experience creating scalable, data-driven advisor engagement programs inside a wealth management, asset management, or alternatives-focused environment. Strong expertise in marketing automation, digital orchestration, workflow design, and agile marketing is essential.
    Private Wealth Solutions (PWS) is responsible for product strategy, fundraising, relationship management, and the investor experience for all of Vista's Private Equity and Private Credit solutions across private wealth channels (Private Banks, Wirehouses and Broker-Dealers, Registered Investment Advisers and Multi-Family Offices, and digital platforms).
    Private Wealth Solutions will seek to harness the transformative power of technology to provide private banks and their clients with access to exceptional returns with low loss ratios, unique technology market insights, and a modern client experience. The team will expand on Vista's current presence in the private wealth channel to become the technology sector partner of choice for the global private wealth market. As an early member of the growing Private Wealth Solutions team, you will play a pivotal role in developing the foundation and building it into a key driver of Vista's overall strategic objectives.
    Responsibilities
    Strategic Planning & Marketing Orchestration
    • Develop and own the integrated channel marketing roadmap for PWS, aligning campaigns, digital journeys, events, and communications into cohesive programs that drive advisor engagement and pipeline generation.
    • Partner with the Head of Private Wealth Marketing to translate channel strategy into measurable, multi-step marketing initiatives.
    • Lead agile marketing ceremonies (standups, sprint planning, retros) to drive cross-functional alignment and rapid execution.
    Digital Journey Architecture & Personalization
    • Architect and execute digital customer journeys across advisor segments (wirehouses, RIAs, private banks, family offices), incorporating triggers, segmentation, automation, and personalization logic.
    • Translate business goals into dynamic workflows that advance prospects through the funnel and support relationship deepening for existing clients.
    • Develop personalization tactics across email, web, gated experiences, CRM touchpoints, and digital events to improve relevance and advisor experience.
    Marketing Automation & Campaign Execution
    • Oversee buildout and optimization of automated nurture programs, including onboarding series, product/strategy education, event-driven workflows, and cross-sell sequences.
    • Partner closely with centralized Marketing Operations, CRM, and Digital teams to execute, test, and optimize campaigns in alignment with Vista's digital platforms and data infrastructure.
    • Ensure campaigns are fully integrated across email, web, paid media, social, advisor platforms, and sales enablement channels.
    Channel Insights, Analytics & Optimization
    • Leverage data, insights, and digital analytics to inform journey design, improve conversion, and refine audience segmentation.
    • Establish KPIs for advisor engagement, lead generation, funnel progression, and client servicing impact.
    • Incorporate A/B testing, behavioral engagement signals, and reporting frameworks to drive continuous improvement.
    Cross-Functional Collaboration & Stakeholder Management
    • Partner with PWS Sales, Product Specialists, Events, Content, Compliance, and broader Marketing teams to deliver unified advisor experiences.
    • Serve as the primary liaison to Digital, Martech, and Marketing Operations to ensure technical alignment across platforms, data flows, and deployment processes.
    • Collaborate with external agencies or vendors supporting digital production, creative execution, or channel analytics.
    Qualifications
    • Bachelor's degree required.
    • 10+ years of experience in integrated marketing, digital marketing, or channel marketing, preferably within asset management, alternative investments, wealth management, or financial advisor/RIA-focused environments.
    • Deep expertise in marketing automation platforms (preferably Marketo), CRM systems, digital workflow design, and multi-channel orchestration.
    • Demonstrated ability to design and execute sophisticated digital journeys with segmentation, triggers, and personalized content at scale.
    • Experience leading agile marketing teams and facilitating agile ceremonies.
    • Strong strategic and analytical skills with an ability to interpret data, identify insights, and connect marketing activities to business outcomes.
    • Exceptional project management abilities; highly organized, detail-oriented, and able to manage multiple stakeholders and deadlines.
    • Strong collaboration skills and confidence working with product, sales, executives, operations, and compliance teams.
    • Creative problem-solver with an aptitude for building new programs and improving existing processes.
    • Preference for candidates with direct experience marketing to financial advisors, RIAs, or private banking channels.
    • Ability to travel as needed for events, leadership meetings, and channel initiatives.
    The pay range for this role is expected to be between $175,000 - $275,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package.
    Company Overview
  • Work in company

    Vice President, Channel

    Only for registered members

    This is an exciting time to join the Private Wealth Solutions (PWS) Marketing team at Vista Equity Partners as we build a brand new digital engagement strategy and scale lead generation for the Private Wealth business. · ...

    New York, NY

    1 week ago

  • Work in company

    Senior Vice President, Alliances and Channels

    Only for registered members

    The Senior Vice President (SVP), Alliances and Channels, is responsible for developing and expanding partner ecosystems, · designing and implementing go-to-market strategies for indirect channels, · managing relationships with key partners, · and driving revenue growth through th ...

    New York, NY

    1 month ago

  • Work in company

    Area Vice President, Channel Partners

    Only for registered members

    We Breathe Life Into Data · At Komodo Health our mission is to reduce the global burden of disease And we believe that smarter use of data is essential to this mission That's why we built the Healthcare Map - · the industry's largest most complete precise view of the U.S. healthc ...

    New York $150,000 - $200,000 (USD)

    1 month ago

  • Work in company Remote job

    Area Vice President, Channel Partners

    Only for registered members

    We Breathe Life Into Data · About Komodo Health: At Komodo Health we are on a mission to reduce the global burden of disease. Our team is made up of ambitious and supportive Dragons with diverse backgrounds but a shared passion to deliver on our mission. We stay grounded in our v ...

    New York, NY

    1 month ago

  • Work in company

    Executive Vice President, Retail Channel Lead

    Only for registered members

    The EVP, Retail Channel Lead is responsible for leading key client initiatives and annual planning activities. The role requires developing shopper-focused intelligence gathering and insight development to guide program strategy. · Bachelor's degree or greater · Minimum of 10 yea ...

    New York, NY

    1 month ago

  • + New York Life is seeking a highly motivated strategic and operational leader to head the Integrated Field Content and Channels team. · + · +10+ years of experience in content strategy, digital marketing, or field enablement. · Proven leadership in managing multichannel content ...

    New York $116,000 - $166,000 (USD)

    1 month ago

  • New York Life is seeking a highly motivated strategic and operational leader to head the Integrated Field Content and Channels team. This role will drive the development, delivery, and optimization of content across digital channels and campaigns with the goal of empowering New Y ...

    New York $119,000 - $170,000 (USD) Full time

    1 day ago

  • New York Life is seeking a highly motivated strategic and operational leader to head the Integrated Field Content and Channels team. · Develop and own the overall field marketing content strategy for prospecting and nurturing-aimed at elevating supporting agents.Responsible for ...

    New York

    1 week ago

  • +New York Life is seeking a highly motivated strategic and operational leader to head the Integrated Field Content and Channels team.+ · +The ideal candidate will bring deep expertise in content strategy, multichannel execution, agent/advisor enablement, and stakeholder alignment ...

    New York, NY

    1 month ago

  • Work in company

    Vice President Agility Lead Payments Technology Digital Channels

    Only for registered members

    +Job summary · We are seeking a skilled professional to lead our team in fostering agile methodologies and promoting innovation within the organization. · +Responsibilities · Lead and coach teams to adopt and implement agile methodologies. · Mentor and develop Agility Leads, fost ...

    Jersey City Full time

    3 weeks ago

  • Work in company

    Vice President Agility Lead Payments Technology Digital Channels

    Only for registered members

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed sit amet nulla auctor, vestibulum magna sed, · tempus ex. Ut sit amet urna vel massa mollis placerat ut ut lacus.Join our team to foster agile methodologies... · Leveraging your deep knowledge of product development met ...

    Jersey City, NJ, United States

    1 week ago

  • Work in company

    Vice President Agility Lead Payments Technology Digital Channels

    Only for registered members

    We are seeking an Agility Lead to foster agile methodologies and encourage a culture of innovation and high performance in our team. · ...

    Jersey City, NJ

    1 month ago

  • Work in company

    VP of Sales

    Only for registered members

    We are partnering with a fast-growing housing and real estate platform to hire a Vice President of Sales to lead sales execution and team development at a critical stage of growth. · ...

    New York

    4 weeks ago

  • Work in company

    Head of Sales

    Only for registered members

    The Head of Sales –is responsible for driving revenue growth, building strategic wholesale partnerships, · and leading sales execution across both department/sport–luxury accounts. · ...

    New York

    1 week ago

  • Work in company

    VP Channel Partner Sales

    Only for registered members

    We are fundamentally reimagining how healthcare works in the U.S. by partnering with employers to redesign healthcare benefits using clear incentives and powerful, data-driven insights. · Patients achieve better health outcomes, employers spend healthcare dollars more effectively ...

    New York $315,000 - $356,000 (USD)

    12 hours ago

  • Work in company

    Director of Distribution

    Only for registered members

    The Director of Distribution is accountable for owning and optimizing channel strategy, rate integrity, and connectivity across all electronic distribution platforms. · Works cross-functionally with Marketing, Sales and Operations to drive visibility, demand and net revenue perfo ...

    New York $95,000 - $105,000 (USD)

    2 weeks ago

  • Work in company

    VP, Channel Strategy and Integration

    Only for registered members

    We're seeking a future team member for the role of Vice President, Channel Strategy & Integration. · This position sits within our Marketing and Communications team and reports to the SVP, Channel Strategy & Integration. · ...

    New York $81,000 - $130,000 (USD) Full time

    1 month ago

  • Work in company

    VP, Channel Strategy and Integration

    Only for registered members

    +Job summary · Bold ideas meet advanced technology and exceptional talent in this role as Vice President, Channel Strategy & Integration. · +ResponsibilitiesLead cross-functional collaboration to build effective go-to-market campaigns across owned and paid channels. · ...

    New York $81,000 - $130,000 (USD)

    1 month ago

  • Work in company

    Senior Sales Manager

    Only for registered members

    We are seeking a Senior Sales Director USA to drive commercial growth and expand market presence in the United States.Define and implement the overall U.S. commercial strategy. · Deliver ambitious revenue, margin, and market share targets across the U.S. region. · ...

    New York

    2 weeks ago

  • Work in company

    Vice President or Director of Marketing

    Only for registered members

    Orchestra is seeking a Vice President or Director of Marketing Communications to help drive our integrated strategy across internal and external channels. · This role will be instrumental in managing the editorial calendar, shaping the company's narrative and leading impactful ca ...

    New York $130,000 - $150,000 (USD)

    1 month ago

  • Work in company

    Vice President or Director of Marketing

    Only for registered members

    Orchestra is seeking a Vice President or Director of Marketing Communications to help drive our integrated strategy across internal and external channels. · ,Lead the creation and management of an integrated editorial calendar across all channels, for both internal and external a ...

    New York $130,000 - $150,000 (USD) Full time

    1 month ago

Jobs
>
New York City