Marketing Lead, Investor Experience & Engagement

Purpose of the Role

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The Marketing Lead, Investor Experience & Engagement at Larson Financial Holdings LLC, will architect and oversee the entire investor acquisition and conversion ecosystem for Larson Capital Management’s B2C platform, merging data-driven marketing with an intimate understanding of accredited investor behavior and private real estate investing. This leader ensures that every touchpoint, from the first ad impression to signed subscription agreement, reflects credibility, clarity, and confidence. They translate the nuanced trust-building journey required in private equity real estate into actionable workflows, messaging, and user experiences that close business.

Core Responsibilities

Investor-Centric Journey Design

• Map and continuously refine the full accredited investor journey, blending psychological trust drivers with UX best practices.
• Partner with Marketing and the Larson Capital Management team to ensure digital communications, nurturing, and onboarding flows mirror the consultative nature of private equity relationships.
• Oversee UX for the investor portal and website, ensuring intuitive design, clear educational content, and logical progression toward commitment.

Private Equity Alignment & Messaging Integrity

Conversion Optimization & Sales Enablement

Analytics & Continuous Improvement

Ideal Candidate Profile

Philosophy Behind the Role

This position exists because accredited investors don’t simply “convert,” they commit. That requires a seamless, frictionless digital path, a brand experience that communicates institutional trust, and a deep understanding of why individuals invest in private real estate : diversification, tangible impact, and long-term potential. The person in this role ensures that Larson’s systems, messaging, and UX all reinforce that journey, turning digital curiosity into genuine investor confidence. They must have a deep UX / UI understanding of client journeys and how to lead a client through the entire journey to measurable ROI.

Key Responsibilities

Qualifications

Reporting Structure

This position reports directly to the Chief Marketing Officer and works in close collaboration with the President of Larson Capital Management, the Director of Technology Officer, and Investor Relations leadership.

Larson offers a generous employee benefits & perks package :

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