Private Wealth Content Manager
Private Wealth Content Manager

Private Wealth Content Manager

Full-Time 30000 - 33000 ÂŁ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage top investment leaders and secure their participation for exclusive wealth management summits.
  • Company: Global business intelligence firm with a strong focus on work/life balance.
  • Benefits: Competitive salary, bonuses, travel opportunities, and 20-25 days annual leave.
  • Why this job: Make an impact in the private wealth sector while connecting with influential professionals.
  • Qualifications: Bachelor’s degree in Finance or Economics and 1-2 years in financial services.
  • Other info: Fast-track promotion opportunities and continuous training in a dynamic environment.

The predicted salary is between 30000 - 33000 ÂŁ per year.

Marcus Evans, founded in 1983, is a global business intelligence and event marketing company, with 49 offices in 20+ countries. Headquartered in the UK, we are rated in the top 20 UK companies for work/life balance. We are a leading provider of exclusive, high‑level summits designed to connect sophisticated private wealth investors with premier opportunities in the private markets. Our events serve the unique needs of the private wealth management community, with a focus on single family offices, multi‑family offices, and fee‑only Registered Investment Advisors (RIAs).

We are seeking a Content Manager to join our team and drive the acquisition of high‑level investment professionals as speakers for our invite‑only private wealth management summits in North America. This individual will be responsible for identifying, engaging, and securing participation from Heads of Investments and other senior decision‑makers within Limited Partnerships. Your efforts will directly impact the quality, prestige, and success of our events. This person will be reporting to the Director of Content Management based in our office in Barbados. This is an onsite role based in our London office. Working hours will be 12pm - 8pm (UK time).

Key Responsibilities
  • Research, identify, and build relationships with key investment leaders within Private Wealth.
  • Effectively communicate the value proposition of attending our alternative investment focused events.
  • Conduct intensive desk and telephone research.
  • Write an investment focused conference program.
  • Secure attendance from target speakers through proactive outreach (calls, email, LinkedIn, and professional networks).
  • Maintain and manage a strong pipeline through effective CRM (HubSpot) use and diligent follow‑up.
  • Collaborate with marketing and sales teams to ensure alignment on messaging and audience development strategies.
  • Consistently meet and exceed speaker participation numbers and revenue targets.
  • Travel to North America to attend the top Private Wealth summits up to 4 times per year.
Qualifications
  • A minimum of a Bachelor’s Degree within Finance or Economics.
  • Eligibility to work in the UK is a must.
  • 1‑2 years of success working within the financial services, investor relations, or the alternative investments space.
  • Strong familiarity with the family office and RIA space.
  • Outstanding interpersonal and communication skills and the confidence to engage C‑level professionals.
  • Self‑driven, resilient, highly organized, and comfortable operating in a fast‑paced, relationship‑driven environment.
  • Proficiency in CRM platforms and pipeline management best practices. HubSpot experience is an advantage.
  • Outgoing personality with a proactive business style to communicate with top managers during the events.

Remuneration: £30‑33k per year, plus bonuses. Direct access to the most influential investors and thought leaders in the private wealth and alternative investment space. Fast‑track internal promotion and management opportunities based upon performance. Continuous coaching and training on industry, product and process. Travel to 5‑star hotels in North America. Employees are entitled to 20 days of annual leave plus bank/public holidays, increasing to 25 days after one year of service.

We are an equal opportunity employer and value diversity. All employment is decided on the basis of qualifications, merit and business need.

Seniority Level: Entry level
Employment Type: Full‑time
Job Function: Finance and Sales
Industries: Events Services

Private Wealth Content Manager employer: marcus evans Group

Marcus Evans is an exceptional employer, offering a dynamic work environment that prioritises work/life balance and employee growth. With opportunities for fast-tracked promotions, continuous training, and the chance to engage with top-tier investment professionals, our London office fosters a collaborative culture where your contributions directly enhance the prestige of our exclusive private wealth summits. Enjoy generous annual leave, exciting travel opportunities, and the support of a diverse team dedicated to your success.
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Contact Detail:

marcus evans Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Wealth Content Manager

✨Tip Number 1

Network like a pro! Get out there and connect with industry professionals on LinkedIn or at events. The more people you know, the better your chances of landing that Private Wealth Content Manager role.

✨Tip Number 2

Show off your research skills! When reaching out to potential speakers, make sure you know their background and interests. Tailor your pitch to highlight how our events can benefit them specifically.

✨Tip Number 3

Follow up like it’s your job! After your initial outreach, don’t be afraid to send a friendly reminder. Persistence shows your enthusiasm and commitment to securing top-notch speakers for our summits.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about joining our team at Marcus Evans.

We think you need these skills to ace Private Wealth Content Manager

Research Skills
Relationship Building
Communication Skills
CRM Proficiency
HubSpot Experience
Interpersonal Skills
Organisational Skills
Proactive Outreach
Event Management
Financial Services Knowledge
Investor Relations Understanding
Alternative Investments Familiarity
Self-Motivation
Resilience
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the role of Private Wealth Content Manager. Highlight your experience in finance or economics, and showcase any relevant skills that align with our focus on private wealth management.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about the private wealth sector and how your background makes you the perfect fit for our team. Be sure to mention your familiarity with family offices and RIAs.

Show Off Your Communication Skills: Since this role involves engaging with C-level professionals, make sure your application reflects your outstanding interpersonal and communication skills. Use clear, concise language and a professional tone throughout your written materials.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at marcus evans Group

✨Know Your Audience

Before the interview, research Marcus Evans and their events. Understand their focus on private wealth management and the specific needs of family offices and RIAs. This knowledge will help you tailor your responses and demonstrate your genuine interest in the role.

✨Showcase Your Communication Skills

As a Content Manager, you'll need to engage with C-level professionals. Practice articulating your thoughts clearly and confidently. Prepare examples of how you've successfully communicated value propositions in the past, especially in financial services or investment contexts.

✨Demonstrate Your Research Abilities

Highlight your experience with desk and telephone research. Be ready to discuss how you identify and build relationships with key investment leaders. You might even want to prepare a brief outline of a potential conference programme to showcase your writing skills and understanding of the industry.

✨Familiarise Yourself with CRM Tools

Since HubSpot experience is an advantage, brush up on your CRM skills before the interview. Be prepared to discuss how you've used CRM platforms in the past to manage pipelines and follow-ups effectively. This will show that you're organised and ready to hit the ground running.

Private Wealth Content Manager
marcus evans Group

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