Marketing Lead, Investor Experience & Engagement

Purpose of the Role

Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.

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

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