Vice President, Wealth Education Program
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Description
- At least 10 years of experience in wealth or advisor education, practice management, sales enablement, product marketing, or investment content within an asset management or wealth management organization.
- Strong knowledge of the global Wealth channel, including advisor needs, platform due diligence processes, and how advisors learn about and adopt new investment products.
- Knowledge of alternative investments, particularly infrastructure private funds, including fund structures, illiquidity premiums, and return profiles. Experience with real assets or private credit would be beneficial.
- Experience designing curricula, learning paths, or training programs for adult or professional audiences, ideally within financial services.
- Excellent communication and content development skills, with the ability to translate complex investment concepts into clear, practical, and engaging educational materials for different audiences.
Salary range for this position: $170,000 - $220,000/Year. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, peer and market data, prior performance, business sector, and geographic location. You may also be eligible for an annual discretionary incentive compensation award. You can further read about the full spectrum of benefits we offer our people listed below.