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 to clients worldwide.

Responsibilities

Lead the development of brand strategy and execute marketing programs aimed at customer acquisition and engagement across the Morgan Stanley ecosystem (Morgan Stanley at Work, ETRADE, and Financial Advisors). Deep proficiency in brand strategy/activation, marketing execution, and performance marketing is required. Work in partnership with Wealth Management Centers of Excellence in Brand, Media, SEO and other functions to bring plans to life, ensuring brand differentiation, cohesion and performance reporting tied to program, campaign, and business goals.

• Define opportunities for Morgan Stanley Private Markets and develop and execute on brand and performance marketing plans that tie to business and marketing goals.
• Build, monitor, and optimize paid media programs across channels including Google Ads and paid social (Facebook, Instagram, LinkedIn) with focus on acquisition and ongoing engagement.
• Plan and execute automated lifecycle marketing campaigns via marketing automation tools (e.g., HubSpot) to nurture long-term 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 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.

Qualifications

• Bachelor’s degree in Marketing, Communications or related field.
• 15+ years of experience working in digital marketing, with expertise in performance, growth and lifecycle marketing; affiliate marketing experience is a plus.
• Strategic mindset, able to distill opportunities to their essence and devise plans to meet those strategies.
• Experience leading marketing programs for financial services, fintechs or brands targeting affluent consumers; experience in regulated industries is a plus.
• Data-driven mentality, able 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 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.

Benefits

Expected base pay rates for the role will be between $150,000 and $250,000 per year at the commencement of employment. Additional compensation may include commission earnings, incentive compensation, discretionary bonuses, short- and long-term incentive packages, and other Morgan Stanley-sponsored benefit programs.

Comprehensive benefits and perks are offered to support employees and their families at every point along their work‑life journey.

Equal Opportunity Employer

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. For more information, please visit