Private Wealth Content Manager

Marcus Evans, founded in 1983, is a global business intelligence and event marketing company, with 49 offices in 20+ countries. Headquartered in the UK, we are rated in the top 20 UK companies for work/life balance.

We are a leading provider of exclusive, high-level summits designed to connect sophisticated private wealth investors with premier opportunities in the private markets. Our events serve the unique needs of the private wealth management community, with a focus on single family offices, multi-family offices, and fee-only Registered Investment Advisors (RIAs).

We are seeking a Content Manager to join our team and drive the acquisition of high-level investment professionals as speakers for our invite-only private wealth management summits. This individual will be responsible for identifying, engaging, and securing participation from Heads of Investments and other senior decision-makers within Limited Partnerships. Your efforts will directly impact the quality, prestige, and success of our events.

This is an onsite role based in our Barbados office.

Key Responsibilities

• Research, identify, and build relationships with key investment leaders within Private Wealth.

• Effectively communicate the value proposition of attending our alternative investment focused events.

• Conduct intensive desk and telephone research.

• Write an investment focused conference program.

• Secure attendance from target speakers through proactive outreach (calls, email, LinkedIn, and professional networks).

• Maintain and manage a strong pipeline through effective CRM (HubSpot) use and diligent follow-up.

• Collaborate with marketing and sales teams to ensure alignment on messaging and audience development strategies.

• Consistently meet and exceed speaker participation numbers and revenue targets.

Qualifications

• A minimum of a Bachelor’s Degree within Finance or Economics.

• 2+ years of success working within the financial services, investor relations, or the alternative investments space.

• Strong familiarity with the family office and RIA space.

• Outstanding interpersonal and communication skills and the confidence to engage C-level professionals.

• Self-driven, resilient, highly organized, and comfortable operating in a fast-paced, relationship-driven environment.

• Proficiency in CRM platforms and pipeline management best practices. HubSpot experience is an advantage.

• Outgoing personality with a proactive business style to communicate with top managers during the events.

Compensation & Benefits

• Competitive base salary plus performance-based event bonuses.

• Direct access to the most influential investors and thought leaders in the private wealth and alternative investment space.

• Group Medical Plan with Sagicor Inc.

• 15 vacation days plus 6 sick days.

• Fast-track internal promotion and management opportunities based upon performance.

• Continuous coaching and training on industry, product and process.

• Attendance at the top Private Wealth summits in the US.

We are an equal opportunity employer and value diversity. All employment is decided on the basis of qualifications, merit and business need.

#LI-DNI

#LI-Onsite