Morgan Stanley

Head of Brand and Performance Marketing, EquityZen - Executive Director

Morgan Stanley$150K — $250K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Marketing, Communications or related field
  • 15+ years' experience in digital marketing with a focus on performance, growth, and lifecycle marketing
  • Strategic thinker with the ability to distill complex opportunities into actionable plans
  • Experience in regulated industries and financial services or fintech is advantageous
  • Proficient with data analysis tools like Google Analytics, Hubspot, and Tableau
  • Experience crafting and managing marketing budgets
  • Strong leadership skills with a track record of developing and managing a marketing team

Responsibilities

  • Define and execute the brand and performance marketing plan for Morgan Stanley Private Markets
  • Monitor and optimize paid media campaigns across various channels
  • Plan and execute automated lifecycle marketing campaigns
  • Oversee marketing reporting and KPIs while utilizing data for insights
  • Conduct A/B testing and multivariate experiments for optimization
  • Collaborate with team members on SEO, paid media, and content strategies
  • Ensure compliance in marketing operations with internal Compliance functions

Benefits

  • Comprehensive benefits package including health and wellness programs
  • Dynamic work environment with growth opportunities
  • Work within a leading financial institution with robust resources
  • Access to innovative technology and tools in the marketing domain
  • Collaborative team culture with opportunities for professional development
Full Job Description
EquityZen, a part of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors. Through its category-leading technology and innovative approach, EquityZen delivers data-driven insights and tools that empower its 800,000 users to navigate the private markets with confidence. Having completed more than 51,000 private placements in nearly 500 private companies, EquityZen is on a mission to deliver "Private Markets for the Public." EquityZen is looking for a Head of Brand and Digital Marketing for Morgan Stanley Private Markets to join our growing team.

Responsibilities:

In this role, you will lead the development of the brand strategy and exeute marketing programs aimed at customer acquisition and engagement across the Morgan Stanley ecosystem (Morgan Stanley at Work, ETRADE, and Financial Advisors). This role requires deep proficiency in both brand strategy/activation and marketing execution, including developing and optimizing programs across the customer lifecycle at a one-to-many scale. Your primary goal is to ensure brand differentiation, cohesion and drive performance reporting tied to program, campaign, and business goals.

This role requires deep proficiency in both brand strategy and brand marketing as well as performance marketing. To deliver on goals, this candidate would work in partnership with Morgan Stanley Wealth Management Centers of Excellence in Brand, Media, SEO, etc. to bring plans to life.

Core to this role is deep experience with paid media partners and tools including Google Ads and Google Analytics as well as work experience with other paid channels across direct, paid search and social (Bing, Facebook, Instagram, LinkedIn). The ideal candidate would also have experience with lifecycle marketing automation tools (best case would be experience using Hubspot) and have experience building performance and tracking reporting - including making recommendations based on data - and using tracking / reporting tools (e.g. Tableau).

WHAT YOU'LL DO

  • Define opportunity for Morgan Stanley Private Markets and develop and execute on the brand and performance marketing plan that ties to business and marketing goals. Define positioning, value propositions, core messaging and roles of brands across audiences and build programs to deliver on the plan.


  • Build, monitor, and optimize paid media programs across channels including Google Ads and paid social (Facebook, Instagram, LinkedIn) with a focus on both acquisition and ongoing engagement.


  • Plan and execute automated lifecycle marketing campaigns via marketing automation tools (e.g., Hubspot) to nurture long-term, ongoing 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 our 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.


THE RIGHT STUFF

  • Bachelor's degree in Marketing, Communications or related field


  • 15+ years' experience working in digital marketing, including expertise in performance, growth and lifecycle marketing; affiliate marketing experience a plus


  • Strategic mindset; able to distill opportunities to their essence and devise plans to meet those strategies


  • Responsible for development and execution of key projects, building annual plans for areas of responsibility. Ability to communicate clearly and effectively and influence through expertise is highly valued. Experience leading marketing programs for financial services, fintechs or brands targeting affluent consumers would make an excellent fit for this role. Experience working in regulated industries is also a plus.


  • Data-driven mentality with the ability 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 and 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


WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $150,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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