Head of Brand and Performance Marketing, EquityZen - Executive Director

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. 

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. 

EquityZen, a part of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors. Through its category-leading technology and innovative approach, EquityZen delivers data-driven insights and tools that empower its 800,000 users to navigate the private markets with confidence.  Having completed more than 51,000 private placements in nearly 500 private companies, EquityZen is on a mission to deliver “Private Markets for the Public.” EquityZen is looking for a Head of Brand and Digital Marketing for Morgan Stanley Private Markets to join our growing team. 

Responsibilities: 

In this role, you will lead the development of the brand strategy and exeute marketing programs aimed at customer acquisition and engagement across the Morgan Stanley ecosystem (Morgan Stanley at Work, ETRADE, and Financial Advisors). This role requires deep proficiency in both brand strategy/activation and marketing execution, including developing and optimizing programs across the customer lifecycle at a one-to-many scale. Your primary goal is to ensure brand differentiation, cohesion and drive performance reporting tied to program, campaign, and business goals. 

This role requires deep proficiency in both brand strategy and brand marketing as well as performance marketing. To deliver on goals, this candidate would work in partnership with Morgan Stanley Wealth Management Centers of Excellence in Brand, Media, SEO, etc. to bring plans to life.  

Core to this role is deep experience with paid media partners and tools including Google Ads and Google Analytics as well as work experience with other paid channels across direct, paid search and social (Bing, Facebook, Instagram, LinkedIn). The ideal candidate would also have experience with lifecycle marketing automation tools (best case would be experience using Hubspot) and have experience building performance and tracking reporting – including making recommendations based on data – and using tracking / reporting tools (e.g. Tableau).  

WHAT YOU’LL DO  

• Define opportunity for Morgan Stanley Private Markets and develop and execute on the brand and performance marketing plan that ties to business and marketing goals. Define positioning, value propositions, core messaging and roles of brands across audiences and build programs to deliver on the plan.  

• Build, monitor, and optimize paid media programs across channels including Google Ads and paid social (Facebook, Instagram, LinkedIn) with a focus on both acquisition and ongoing engagement. 

• Plan and execute automated lifecycle marketing campaigns via marketing automation tools (e.g., Hubspot) to nurture long-term, ongoing relationships with investors and shareholders. 

• Oversee marketing reporting, set KPIs and budget, and use data (e.g., Google Analytics, Tableau) to track performance, generate insights, and improve our unit economics and client experience. 

• Conduct A/B and multivariate experiments, including channel and landing page tests. 

• Partner with other private market marketing team members to deliver on SEO, paid media, and content approaches. 

• Work with internal Compliance function to ensure a compliant marketing operation. 

THE RIGHT STUFF 

• Bachelor’s degree in Marketing, Communications or related field 

• 15+ years’ experience working in digital marketing, including expertise in performance, growth and lifecycle marketing; affiliate marketing experience a plus  

• Strategic mindset; able to distill opportunities to their essence and devise plans to meet those strategies  

• Responsible for development and execution of key projects, building annual plans for areas of responsibility. Ability to communicate clearly and effectively and influence through expertise is highly valued. Experience leading marketing programs for financial services, fintechs or brands targeting affluent consumers would make an excellent fit for this role. Experience working in regulated industries is also a plus.  

• Data-driven mentality with the ability to analyze and report data across various mediums and tools including Google Analytics, Hubspot, Excel / Google Sheets, Mixpanel or similar product analytics tools, Impact or similar affiliate marketing tracking tools  

• Demonstrated ability to craft and manage marketing budgets 

• Proven success executing strategic marketing campaigns aimed at both customer acquisition and engagement and across various digital channels  

• Deep knowledge of financial services and B2C marketing with some familiarity with B2B 

• Proven success as a manager to develop and guide performance of a talented team