We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
About StepStone Private Wealth Solutions:
StepStone Group is a global private markets investment firm providing customized investment solutions, advisory, and data-driven insights across private equity, private debt, real assets, and infrastructure. StepStone Private Wealth Solutions delivers institutional-quality private market strategies to financial advisors and their clients through innovative structures and educational initiatives.
Position Overview:
StepStone Private Wealth Solutions is seeking a strategic and execution-focused Marketing Associate to lead integrated marketing campaigns that drive awareness, engagement, and asset growth across our private markets platform. This role will be responsible for end‑to‑end campaign strategy, development, execution, and reporting, partnering closely with sales, product, compliance, and external agencies to deliver data‑driven campaigns that resonate with financial professionals, including RIAs, broker‑dealers, and other wealth intermediaries.
The ideal candidate combines strong project management skills with creative thinking, analytical rigor, and a deep understanding of financial services marketing.
Essential Job Functions:
Campaign Strategy & Planning
- Develop and execute integrated marketing campaigns aligned with strategic growth priorities
- Translate product and market insights into compelling campaign themes and messaging
- Build campaign roadmaps across channels including email, digital, paid media, social, events, and content marketing
- Partner with sales leadership to align campaigns with distribution priorities
Execution & Project Management
- Own campaign timelines, deliverables, and cross-functional coordination
- Work closely with compliance to ensure timely review and approval of materials
- Collaborate with internal teams and external agencies to produce creative assets
- Ensure consistent messaging across all touchpoints
Content & Channel Management
- Oversee development of campaign content including emails, landing pages, thought leadership, webinars, and event materials
- Manage marketing automation workflows and segmentation strategies
- Coordinate webinar and event promotion, including CE-eligible education initiatives
- Own campaign timelines, deliverables, and cross-functional coordination
Measurement & Optimization
- Define KPIs and reporting frameworks for each campaign
- Track performance metrics and provide post-campaign analysis
- Use data insights to refine targeting, messaging, and channel strategy
- Present performance updates and strategic recommendations to senior leadership
Qualifications:
- 5–8+ years of marketing experience, experience marketing to financial advisors, RIAs, or institutional investors preferred
- Proven ability to manage complex, multi-channel campaigns
- Strong understanding of compliance considerations in financial marketing
- Experience with marketing automation and CRM platforms
- Excellent project management and organizational skills
- Analytical mindset with comfort interpreting campaign performance data
- Exceptional written and verbal communication skills
What Success Looks Like:
- Campaigns are delivered on time, on brand, and aligned with business priorities
- Measurable growth in advisor engagement and platform adoption
- Strong partnership with sales, product, and compliance teams
- Continuous improvement in campaign performance through data-driven refinement
Why Join StepStone Private Wealth Solutions:
- Work at the forefront of expanding private markets access in the wealth channel
- Collaborate with institutional-caliber investment and distribution teams
- Help shape innovative marketing initiatives that support long-term advisor education and client outcomes
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Candidates must be at least 18 years old to apply.
Developing People at StepStone
StepStone Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about StepStone Group and has not been reviewed or approved by StepStone Group.
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Healthcare Strength — Health coverage is described as generous with multiple plan options, and in some cases employee‑only premiums are fully paid. Feedback suggests wellness resources and plan choice enhance the overall value of the package.
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Retirement Support — Retirement offerings include a 401(k) program that is viewed favorably. Feedback suggests long‑term incentive elements complement core retirement benefits.
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Parental & Family Support — Parental support includes leave coaching, paid parental leave, and resources for new parents alongside related travel and logistical supports. Feedback suggests these policies are a meaningful part of the benefits package.
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What We Do
StepStone Group (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to our clients. StepStone’s clients include some of the world’s largest public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, as well as prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals.StepStone partners with its clients to develop and build private markets portfolios designed to meet their specific objectives across the private equity, infrastructure, private debt and real estate asset classes.
