Marketing Lead, Investor Experience & Engagement

Purpose of the Role

The Marketing Lead, Investor Experience & Engagement at Larson Financial Holdings LLC, will architect and oversee the entire investor acquisition and conversion ecosystem for Larson Capital Management’s B2C platform, merging data-driven marketing with an intimate understanding of accredited investor behavior and private real estate investing. This leader ensures that every touchpoint, from the first ad impression to signed subscription agreement, reflects credibility, clarity, and confidence. They translate the nuanced trust-building journey required in private equity real estate into actionable workflows, messaging, and user experiences that close business.

Core Responsibilities

Investor-Centric Journey Design

• Map and continuously refine the full accredited investor journey, blending psychological trust drivers with UX best practices.
• Partner with Marketing and the Larson Capital Management team to ensure digital communications, nurturing, and onboarding flows mirror the consultative nature of private equity relationships.
• Oversee UX for the investor portal and website, ensuring intuitive design, clear educational content, and logical progression toward commitment.

Private Equity Alignment & Messaging Integrity

• Translate complex real estate investment concepts into clear, compliant, and motivating messaging.
• Work closely with LCM’s Investor Relations team to ensure marketing communications align with fund strategy, risk disclosures, and investor expectations.
• Champion brand tone and storytelling that conveys sophistication, stability, and purpose, speaking the language of high-net-worth investors.

Conversion Optimization & Sales Enablement

• Develop data-backed insights to shorten time from lead ? accredited ? committed investor.
• Partner with advisors or investor relations staff to improve follow-up processes, ensuring timely, professional, and personalized communication.
• Build and manage automated nurture and re-engagement campaigns that mimic a private-client conversation, never “mass marketing.”

Analytics & Continuous Improvement

• Implement measurement frameworks that evaluate not just clicks and leads, but engagement depth, investor readiness, and conversion potential.
• Use behavioral data to refine messaging, timing, and channel selection.
• Regularly present actionable findings to Executive Leadership Team

  Ideal Candidate Profile

• Experience in real estate private equity or alternative investments with a grasp of investor psychology, capital raising processes, and compliance considerations.
• Background in growth marketing, marketing automation, or product UX, ideally in a financial or fintech context.
• Ability to balance quantitative rigor (data, automation, dashboards) with qualitative intuition (trust, storytelling, investor mindset).
• Familiarity with platforms such as AppFolio, Salesforce/Marketing Cloud, and marketing automation tools.
• Strong cross-functional collaborator—comfortable speaking both the language of marketing and of private real estate

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Wünschenswerte Fähigkeiten

• Marketing automation

• St. Louis, Missouri, United States

Berufserfahrung

• CRO
• Analytics
• CRM Campaign

Sprachkenntnisse

• English