Basic information
Job Name:
Head of Wealth Marketing
Location:
New York/OVA
Line of Business:
Investor Relations
Job Function:
Investor Services
Date:
Monday, November 17, 2025
Head of Wealth Marketing
The Carlyle Group
Marketing & Communications
New York, NY, USA
USD 220k-250k / year
Posted on Nov 18, 2025
Position Summary
Carlyle is seeking a visionary and strategic Global Head of Wealth Marketing to lead the firm’s marketing strategy and execution across its rapidly expanding Wealth platform. This senior leader will define how Carlyle engages with financial advisors, private banks, and high-net-worth investors worldwide – shaping the brand’s presence, storytelling, and market positioning across regions.
In this role, you will set and execute the global marketing agenda for Carlyle’s Wealth business, balancing strategic vision with operational excellence. Leading a team of marketers and partnering closely with Sales, Product, and Communications leaders, you will translate strategy into action and deliver measurable business results. From developing integrated campaigns to driving flawless execution across channels, you will ensure Carlyle’s voice and value proposition resonate consistently and powerfully in every market.
This is a rare opportunity to lead Marketing at a pivotal moment – influencing how one of the world’s leading investment firms engages the global wealth ecosystem, while directly driving growth, client engagement, and market differentiation.
Responsibilities
- Lead Carlyle’s Global Wealth Marketing Strategy, ensuring consistency, creativity, and impact across regions and channels.
- Manage and mentor a global team of marketers, fostering collaboration, innovation, and alignment around shared priorities.
- Own the global wealth marketing budget and establish KPIs to measure marketing’s contribution to client engagement and business growth.
- Deliver integrated marketing and advertising programs that deepen client engagement and accelerate business growth across the globe.
- Lead the end-to-end development and execution of global campaigns, ensuring speed, precision, and excellence in delivery.
- Drive thought leadership and educational initiatives – including the Carlyle ConnectED platform – to position Carlyle as a trusted partner to advisors and end investors.
- Champion Carlyle’s brand across the wealth channel by ensuring every touchpoint – from digital to events – reflects a clear, consistent, and differentiated identity.
- Leverage data-driven insights to enhance segmentation, personalize engagement, and continuously optimize performance across channels.
- Build a test-and-learn culture that uses analytics to inform decision-making, demonstrate ROI, and scale best practices globally.
- Lead key technology initiatives that advance Carlyle’s digital marketing infrastructure to enhance targeting, personalization, scalability and client engagement.
- Anticipate and constantly analyze wealth and asset management trends, identifying emerging opportunities for growth and differentiation.
Qualifications
Education & Certificates
- Bachelor’s degree, required
- Concentration in Marketing, Business or a related field, preferred
- Master’s or MBA preferred
- Series 24 preferred
Professional Experience
- 12+ years of overall relevant experience, required
- Marketing experience in financial services, asset management, wealth management, preferred
- Proven track record leading high-performing marketing teams, collaborating across time zones, and executing in a fast-paced, global organization.
- Strong understanding of financial products and services, with the ability to translate complex concepts into client-friendly language.
- Deep understanding of global wealth distribution channels and investor audiences.
- Past experience with developing and managing paid media / advertising campaigns, including strategy, execution and measurement.
- Proven expertise in martech tools and data platforms (CRM systems, marketing automation, analytics dashboards, and social advocacy tools).
- Exceptional written and verbal communication skills, with comfort engaging other senior leaders of the firm.
Competencies & Attributes
- Visionary leader who combines strategic thinking with creative execution to drive brand and business impact.
- Skilled collaborator and confident communicator who builds strong partnerships across functions, regions, and seniority levels.
- Culturally attuned and globally minded, with a deep appreciation for local market nuance and global consistency.
- Passionate storyteller, able to represent Carlyle’s brand and thought leadership with authenticity and clarity.
- Entrepreneurial, resourceful, and energized by leading through influence in a complex, global environment.
- Ability to operate effectively in a fast-paced organization.
- Analytical and insights-driven, with the ability to use data to inform decisions and measure success.
Benefits/Compensation
The compensation range for this role is specific to New York, NY, and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.
The anticipated base salary range for this role is $220,000 to $250,000.
In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.
Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.
Company Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $474 billion of assets under management and more than half of the AUM managed by women, across 660 investment vehicles as of September 30, 2025. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,400 professionals operating in 27 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Carlyle AlpInvest - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.
At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.