Job Description
Basic information
Job Name:
US Wealth Marketing Lead
Location:
New York/OVA
Line of Business:
Global Corporate Affairs
Job Function:
Investor Services
Date:
Monday, January 5, 2026
Position Summary
Carlyle is seeking a dynamic, strategic, and forward-thinking Vice President of U.S. Wealth Marketing to lead marketing efforts that elevate Carlyle’s presence across the U.S. wealth ecosystem. This senior marketer will shape the way Carlyle engages with financial advisors, high-net-worth investors, and distribution partners through impactful content, digital storytelling, and thought leadership.
In this role, you’ll drive the creation of sophisticated yet accessible marketing initiatives that bring Carlyle’s investment insights and brand to life — from digital campaigns and educational platforms to events and advisor engagement programs. You’ll work cross-functionally with sales, product, and communications teams to deliver integrated, data-driven strategies that deepen relationships and expand Carlyle’s reach within the wealth channel.
This is an opportunity to lead at the forefront of a growing global platform — building differentiated narratives, championing innovation, and helping define how Carlyle shows up in the evolving world of private wealth.
Responsibilities
Lead the development and execution of integrated content and digital marketing initiatives across email, social media, and web platforms for U.S. wealth audiences — bringing Carlyle’s investment insights and brand voice to life.
Create and curate thought leadership and educational content for Carlyle ConnectED, working closely with Investment, Sales, and Product partners to produce engaging materials for advisors and clients.
Develop wealth-friendly product materials that clearly communicate Carlyle’s value proposition and investment capabilities.
Partner closely with Events team to ensure events deliver a seamless, brand-aligned experience that showcases Carlyle’s thought leadership and client focus.
Contribute to broader strategic brand and digital projects that strengthen Carlyle’s visibility, consistency, and competitive positioning within the U.S. wealth ecosystem.
Contribute to key marketing technology initiatives that advance Carlyle’s digital infrastructure to enhance targeting, personalization, scalability and client engagement.
Monitor market and competitor activity to identify emerging trends and opportunities for differentiation and market leadership.
Evaluate campaign performance and translate data insights into actionable recommendations that optimize engagement and demonstrate measurable impact.
Qualifications
Education & Certificates
Bachelor’s degree, required
Concentration in Marketing, Business or a related field, preferred
Professional Experience
10+ years of overall relevant experience, required
Marketing experience in asset management, wealth management, or financial services, preferred.
Expertise in digital marketing, content strategy, and thought leadership development.
Strong project management and collaboration skills, with ability to work seamlessly across teams.
Exceptional writing and communication skills, with the ability to translate complex investment ideas into engaging content.
Proven expertise in martech tools and data platforms (CRM systems, marketing automation, analytics dashboards, and social advocacy tools).
Strategic thinker with a results-oriented, client-first mindset.
Competencies & Attributes
Creative and strategic marketer with a talent for turning complex ideas into clear, engaging narratives that resonate with wealth audiences.
Deep curiosity about private markets and a passion for educating and empowering financial advisors and investors.
Collaborative and solutions-oriented, able to partner effectively across teams to deliver cohesive, high-impact marketing initiatives.
Analytical and data-driven, with a strong sense for measuring success and optimizing performance.
Composed and confident in dynamic, fast-paced environments — equally comfortable leading strategic efforts and executing hands-on work.
Benefits/Compensation
The compensation range for this role is specific to New York, NY, and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.
The anticipated base salary range for this role is $200,000 to $220,000.
In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.
Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.
Company Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $474 billion of assets under management and more than half of the AUM managed by women, across 660 investment vehicles as of September 30, 2026. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,400 professionals operating in 27 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Carlyle AlpInvest - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.
At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.
Job Name:
US Wealth Marketing Lead
Location:
New York/OVA
Line of Business:
Global Corporate Affairs
Job Function:
Investor Services
Date:
Monday, January 5, 2026
Position Summary
Carlyle is seeking a dynamic, strategic, and forward-thinking Vice President of U.S. Wealth Marketing to lead marketing efforts that elevate Carlyle’s presence across the U.S. wealth ecosystem. This senior marketer will shape the way Carlyle engages with financial advisors, high-net-worth investors, and distribution partners through impactful content, digital storytelling, and thought leadership.
In this role, you’ll drive the creation of sophisticated yet accessible marketing initiatives that bring Carlyle’s investment insights and brand to life — from digital campaigns and educational platforms to events and advisor engagement programs. You’ll work cross-functionally with sales, product, and communications teams to deliver integrated, data-driven strategies that deepen relationships and expand Carlyle’s reach within the wealth channel.
This is an opportunity to lead at the forefront of a growing global platform — building differentiated narratives, championing innovation, and helping define how Carlyle shows up in the evolving world of private wealth.
Responsibilities
Lead the development and execution of integrated content and digital marketing initiatives across email, social media, and web platforms for U.S. wealth audiences — bringing Carlyle’s investment insights and brand voice to life.
Create and curate thought leadership and educational content for Carlyle ConnectED, working closely with Investment, Sales, and Product partners to produce engaging materials for advisors and clients.
Develop wealth-friendly product materials that clearly communicate Carlyle’s value proposition and investment capabilities.
Partner closely with Events team to ensure events deliver a seamless, brand-aligned experience that showcases Carlyle’s thought leadership and client focus.
Contribute to broader strategic brand and digital projects that strengthen Carlyle’s visibility, consistency, and competitive positioning within the U.S. wealth ecosystem.
Contribute to key marketing technology initiatives that advance Carlyle’s digital infrastructure to enhance targeting, personalization, scalability and client engagement.
Monitor market and competitor activity to identify emerging trends and opportunities for differentiation and market leadership.
Evaluate campaign performance and translate data insights into actionable recommendations that optimize engagement and demonstrate measurable impact.
Qualifications
Education & Certificates
Bachelor’s degree, required
Concentration in Marketing, Business or a related field, preferred
Professional Experience
10+ years of overall relevant experience, required
Marketing experience in asset management, wealth management, or financial services, preferred.
Expertise in digital marketing, content strategy, and thought leadership development.
Strong project management and collaboration skills, with ability to work seamlessly across teams.
Exceptional writing and communication skills, with the ability to translate complex investment ideas into engaging content.
Proven expertise in martech tools and data platforms (CRM systems, marketing automation, analytics dashboards, and social advocacy tools).
Strategic thinker with a results-oriented, client-first mindset.
Competencies & Attributes
Creative and strategic marketer with a talent for turning complex ideas into clear, engaging narratives that resonate with wealth audiences.
Deep curiosity about private markets and a passion for educating and empowering financial advisors and investors.
Collaborative and solutions-oriented, able to partner effectively across teams to deliver cohesive, high-impact marketing initiatives.
Analytical and data-driven, with a strong sense for measuring success and optimizing performance.
Composed and confident in dynamic, fast-paced environments — equally comfortable leading strategic efforts and executing hands-on work.
Benefits/Compensation
The compensation range for this role is specific to New York, NY, and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.
The anticipated base salary range for this role is $200,000 to $220,000.
In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.
Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.
Company Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $474 billion of assets under management and more than half of the AUM managed by women, across 660 investment vehicles as of September 30, 2026. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,400 professionals operating in 27 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Carlyle AlpInvest - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.
At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.
💡 Quick Summary
Seeking a career-building opportunity? The US Wealth Marketing Lead position is now open for candidates interested in the Helper Jobs sector. This role in New York offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Helper Jobs is a plus.
