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Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for providing innovative solutions covering the full lifecycle of investments, from primary fund commitments to co-investments and secondary purchases, across private equity, real assets and private credit.
We have partnered with more than 650 clients, including institutional investors of all sizes as well as a growing number of private wealth advisers and investors, with approximately $65bn in discretionary assets under management (as of December 31, 2023).
Leveraging our specialized experience and global team of professionals across Europe, the Americas and Asia, we invest with purpose and lead with expertise to build secure financial futures.
For further details please visit www.pantheon.com
Purpose of Position
The Private Wealth Marketing role is responsible for creating content and driving awareness of the Pantheon brand and product offerings with financial advisors and high net worth clients, raising the profile of Pantheon within these segments. We are seeking a visionary and results-driven marketing and communications professional to lead our efforts in developing relevant thought leadership and educational materials and distributing them in a multi-channel capacity. You will develop and execute activation strategies to scale our presence within wealth channels. You will report directly to the Global Head of Marketing and Communications and work closely alongside our International Head of Private Wealth and investment team leads to develop compelling content and build innovative marketing strategies to generate and strengthen engagement and deliver measurable outcomes that align with our business objectives.
Key Responsibilities
Strategic Marketing Leadership
- Develop and execute a comprehensive marketing strategy with particular focus on the unique needs of the Wealth Management channel
- Identify opportunities to deepen engagement and accelerate activation efforts through personalized and innovative marketing tactics and campaigns.
Channel Activation and Growth
- Build and implement strategies that drive activation, retention, and growth, mapped to distribution strategy
- Collaborate with distribution teams and broader marketing to identify and capitalize on key growth opportunities.
- Leverage data insights to refine campaigns and ensure effectiveness in addressing private wealth-specific challenges and opportunities.
Content, Thought Leadership and Messaging Development
- Create compelling, industry-relevant content that resonates with key audiences and reinforces the brand’s value proposition. Develop content to engage and educate private wealth managers/advisors and their clients
- Design marketing programs, tools, and resources to empower our private wealth investment managers to better serve their clients and enhance their businesses with private markets offerings
- Craft key marketing messages to be delivered across campaigns
- Write high-quality investment content across a range of topics to support investment communications. Deliverables include investment publications, video and podcast scripts, and marketing material intended for external use.
- Work closely with investment teams/asset class experts and sales leads create regular investment articles and research papers.
- Write op-eds for global financial media outlets, assist in drafting regular media commentaries.
Collaboration and Cross-Functional Alignment
- Partner with internal teams (e.g., sales and relationship management, product, and analytics) to align marketing strategies with business goals
- Serve as a bridge between marketing and the field, ensuring seamless execution of strategies.
Metrics and Accountability
- Establish KPIs to measure the success of marketing initiatives
- Use data analytics and insights to continuously refine strategies and improve ROI
- Generate quarterly and campaign reporting
Knowledge And Experience Required
- Bachelor’s degree or equivalent experience
- Demonstrable marketing/communications experience (preferably alternative/private markets asset management or wealth management), with a keen focus on wealth advisory channels
- Strong knowledge of financial markets, economy, public and private asset classes
- Ability to write complex investment topics for lay audiences
- Proven track record of leading and executing successful channel marketing strategies
- Deep understanding of the wealth advisory ecosystem, including key trends, challenges, and opportunities
- Expertise in developing multi-channel marketing campaigns with measurable outcomes
- Strong leadership and project management skills, with a collaborative mindset.
- Self-starter, comfortable in fast-paced environment and driving strategy and process with whitespace
- Extremely effective oral and written communicator. Precise and disciplined execution, attention to detail
- Proficiency in marketing automation tools, CRM systems, and data analytics platforms.
This job description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. You may be required to perform other job-related duties as reasonably requested by your manager.
Pantheon is an Equal Opportunities employer, we are committed to building a diverse and inclusive workforce so if you're excited about this role but your past experience doesn't perfectly align we'd still encourage you to apply.
