CareerPlan

Private Wealth Investment Education, Vice President - Corporate Affairs

New York, USFull-time$150k–$225k2026-10-16 → 2026-11-12

Core

Develop strategy and create content (written, video, digital) to educate financial advisors and investors on private markets and alternative investments.

Role type

Vice President, Investment Education Strategy & Content

Builds

Investment education content suite, live events, and communications for financial advisors and investors

Domain

Asset Management / Private Wealth / Alternative Investments

Deliverable

product features

Required skills

Content strategy, content creation, data management (Morningstar, Bloomberg), Excel, strategic planning, project management, editing

Preferred skills

Private markets experience, financial advisor audience knowledge

Technologies

Morningstar Direct, Bloomberg, Excel

Responsibilities

Develop investment education strategy and roadmap; Create written, video, and digital content; Manage content workflow with stakeholders; Manage data resources; Ensure quality and accuracy of content; Facilitate on-time project delivery

Seniority

Senior, hands-on IC with strategic ownership