Macquarie Bank

Vice President, Wealth Alternatives Education Lead

Macquarie Bank • $170K — $190K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • At least 10 years in wealth or advisor education, practice management, or investment content within asset or wealth management.
  • Strong understanding of global Wealth channel advisor needs and product adoption processes.
  • Expertise in alternative investments, particularly infrastructure private funds; experience in real assets or private credit is a plus.
  • Skilled in designing curricula and training programs for adult audiences, especially in financial services.
  • Excellent communication and content development abilities to simplify complex investment concepts.

Responsibilities

  • Define the strategy and roadmap for a global wealth education program.
  • Develop engaging educational content, including videos, presentations, and articles.
  • Translate complex investment concepts into accessible materials to aid advisors.
  • Manage the education platform, content calendar, and user engagement reporting.
  • Support webinars, workshops, and conferences to enhance educational initiatives.
  • Contribute to the program's business case, budget, and structure as it grows.
  • Hire and lead an initial team member to scale the program globally.

Benefits

  • 1 wellbeing leave day per year and a minimum of 25 days of annual leave.
  • 20 weeks' paid parental leave for primary caregivers and generous secondary caregiver leave.
  • 2 days of paid volunteer leave and donation matching.
  • Comprehensive health, dental, and vision insurance, along with a 401(k) plan.
  • Access to an Employee Assistance Program with counseling services.
  • Learning and development opportunities, including professional membership reimbursement.
  • Flexible work arrangements and reimbursement for home office equipment.
Full Job Description
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Join Macquarie Asset Management's Global Wealth Marketing team in a newly created role focused on building and leading a global wealth education strategy, initially supporting infrastructure private funds and expanding into other alternative investment topics. You will help strengthen advisor knowledge and confidence, improve client conversations, and support the continued growth of Macquarie Asset Management's alternatives capabilities across the global Wealth channel.

What role will you play?

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Reporting to the Head of Global Wealth Marketing, you will help define the strategy, roadmap, and success measures for a global wealth education program, building the function from the ground up. You will develop a library of engaging educational content, including videos, presentations, articles, e-learning modules, training materials, and advisor playbooks tailored to different levels of knowledge and firm-specific needs. Working closely with distribution, investment, product marketing, thought leadership, legal, risk, and compliance teams, you will translate complex investment concepts into clear educational materials that support advisor adoption, client conversations, and capital-raising objectives. You will manage the education platform, content calendar, user experience, and engagement reporting, while supporting webinars, workshops, conferences, roadshows, and other educational programs. As the function grows, you will contribute to its business case, budget, and operating structure, and hire and lead an initial direct report to help scale the program globally.

What you offer

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  • At least 10 years of experience in wealth or advisor education, practice management, sales enablement, product marketing, or investment content within an asset management or wealth management organization.
  • Strong knowledge of the global Wealth channel, including advisor needs, platform due diligence processes, and how advisors learn about and adopt new investment products.
  • Knowledge of alternative investments, particularly infrastructure private funds, including fund structures, illiquidity premiums, and return profiles. Experience with real assets or private credit would be beneficial.
  • Experience designing curricula, learning paths, or training programs for adult or professional audiences, ideally within financial services.
  • Excellent communication and content development skills, with the ability to translate complex investment concepts into clear, practical, and engaging educational materials for different audiences.


Salary range for this position: $170,000 - $190,000/Year. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, peer and market data, prior performance, business sector, and geographic location. You may also be eligible for an annual discretionary incentive compensation award. You can further read about the full spectrum of benefits we offer our people listed below.

We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

What we offer

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At Macquarie, you're empowered to shape a career that's rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include:

  • 1 wellbeing leave day per year and a minimum of 25 days of annual leave
  • 20 weeks' paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks' paid leave for secondary caregivers
  • 2 days of paid volunteer leave and donation matching
  • Benefits and initiatives to support your physical, mental and financial wellbeing such as medical, prescription drug, dental, and vision insurance; health savings account and dependent day care savings account; life insurance, disability, and other insurance plans; 401(k) and short/long term disability
  • Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services
  • Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
  • Recognition and service awards
  • Hybrid and flexible working arrangements, dependent on role
  • Reimbursement for work from home equipment


About Macquarie Bank

Macquarie Bank is a global financial services provider that offers banking, financial advisory, investment and funds management services. The company was founded in 1969 and is headquartered in Sydney, Australia. Macquarie Bank operates in 31 countries and has a strong presence in Australia, Asia, Europe, and the Americas. The company has a diversified business model, with operations in areas such as infrastructure, real estate, and commodities. Macquarie Bank is committed to sustainability and has implemented several initiatives to reduce its environmental impact, such as reducing its carbon footprint and investing in renewable energy.
Learn more about Macquarie Bank
Size
18,133 employees
Industry
Founded
1969
NASDAQ

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