Vice President, Marketing and Client Relations
Multiple states Full-time VP Marketing Leadership
At a glance
Leadership Marketing Leadership role at Shine Associates. Multiple states · full-time.
Pay not stated Marketing Leadership salary
RoleMarketing Leadership
SeniorityVP
LocationMultiple states
EmploymentFull-time
Role brief
Growth Roles summary, based on the employer's posting.
What you'll do
- Drive equity fundraising for real estate funds and separate-account mandates
- Build client and consultant relationships, supporting satisfaction, retention, and tailored communications
- Run campaigns across branding, digital marketing, content, public relations, and events
- Support business development with proposals, presentations, marketing materials, and opportunity pursuit
- Use market insight and engagement data to guide strategy and measure marketing results
What you bring
- Bring undergraduate study in marketing, business, finance, or a related area; an MBA is preferred
- Offer at least eight years in marketing and client relations, ideally within financial services or investment management
- Know Taft-Hartley and public plan clients, consultants, and other institutional relationships
- Understand capital markets and investment products
- Show leadership in marketing teams or client relationship programs, with strong communication and presentation skills
Who this fits
You’ll fit a senior, client-facing role focused on institutional investors, capital raising, and marketing leadership. The position’s location depends on the candidate, while the firm has offices across Seattle, Portland, Boston, and California. Expect attendance at industry conferences, client meetings, seminars, and client-sponsored events.
From the employer
POSITION SPECIFICATION
VP, MARKETING AND CLIENT RELATIONS
Shine Associates, LLC has been retained to search, identify, and recruit a VP, Marketing and Client Relations on behalf of our client (Company’). Position location will be candidate dependent.
CONFIDENTIALITY
Shine Associates, LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning the Company provided or verbally discussed is confidential. All materials and discussions are to be utilized for the sole purpose of a candidate’s personal review of the career opportunity.
CLIENT DESCRIPTION
Our client is an employee-owned investment advisory firm founded in 1978. The firm is headquartered in Seattle, Washington, with branch offices in Portland, Boston, Southern California, and Northern California. The Company manages assets in real estate equity, real estate debt, fixed income, and equity strategies; primarily for institutional clients. The Company provides a diverse menu of investment products, including equity real estate investments, commercial mortgages, and construction loans.
VP, MARKETING AND CLIENT RELATIONS
The Vice President of Marketing and Client Relations is responsible for driving equity capital raising initiatives, managing client and consultant relationships, and executing strategic marketing campaigns. This role sits at the intersection of real estate finance and corporate communications, focusing on expanding the firm’s investor base (Taft-Hartley funds, public plans and institutional partners) while maintaining the firm’s brand equity.
The VP will oversee marketing campaigns, communications, and client and consultant engagement programs, ensuring alignment with the firm’s overall vision and investment philosophy.
KEY RESPONSIBILITIES
Business Development:
Client Relationship Management:
Marketing Strategy & Execution:
Business Development Support:
QUALIFICATIONS AND EXPERIENCE
SKILLS
COMPENSATION & BENEFITS
The Company is prepared to offer a competitive compensation package including salary, bonus and other benefits.
CONTACT INFORMATION
Shine Associates, LLC
45 School Street, Suite 301
Boston, MA 02108
www.shineassociatesllc.com
Timothy Shine, Principal Hillary H. Shine, Principal
Shine Associates, LLC Shine Associates, LLC
[email protected] [email protected]
(203) 676-1115 (203) 613-3562
VP, MARKETING AND CLIENT RELATIONS
Shine Associates, LLC has been retained to search, identify, and recruit a VP, Marketing and Client Relations on behalf of our client (Company’). Position location will be candidate dependent.
CONFIDENTIALITY
Shine Associates, LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning the Company provided or verbally discussed is confidential. All materials and discussions are to be utilized for the sole purpose of a candidate’s personal review of the career opportunity.
CLIENT DESCRIPTION
Our client is an employee-owned investment advisory firm founded in 1978. The firm is headquartered in Seattle, Washington, with branch offices in Portland, Boston, Southern California, and Northern California. The Company manages assets in real estate equity, real estate debt, fixed income, and equity strategies; primarily for institutional clients. The Company provides a diverse menu of investment products, including equity real estate investments, commercial mortgages, and construction loans.
VP, MARKETING AND CLIENT RELATIONS
The Vice President of Marketing and Client Relations is responsible for driving equity capital raising initiatives, managing client and consultant relationships, and executing strategic marketing campaigns. This role sits at the intersection of real estate finance and corporate communications, focusing on expanding the firm’s investor base (Taft-Hartley funds, public plans and institutional partners) while maintaining the firm’s brand equity.
The VP will oversee marketing campaigns, communications, and client and consultant engagement programs, ensuring alignment with the firm’s overall vision and investment philosophy.
KEY RESPONSIBILITIES
Business Development:
- Secure equity commitments for real estate funds and real estate separate account portfolio management assignments
- Engage in sales and marketing efforts, including the collaboration on marketing materials, presentations, and performance reports for current and prospective clients and consultants.
- Collaborate closely with senior leadership, portfolio managers, and business development teams to support client acquisition and retention.
- Attend industry events including industry conferences, client seminars and consultant conferences.
- Analyze market trends, competitor positioning, and investor behavior to inform marketing strategies.
Client Relationship Management:
- Lead client and consultant relationship strategies, ensuring high levels of satisfaction and retention.
- Attend client and consultant meetings in support of existing client relationships
- Represent the firm at client-sponsored events such as golf tournaments and holiday parties.
- Work closely with portfolio managers and investment teams to understand client needs and provide tailored communications.
- Serve as a senior point of contact for key clients, fostering trust and deepening relationships.
Marketing Strategy & Execution:
- Implement firm’s marketing strategies to promote the firm’s services, capabilities, and thought leadership.
- Coordinate with the internal marketing team on branding, digital marketing, content creation, public relations, and event management.
- Monitor industry trends to inform marketing initiatives and maintain competitive positioning.
Business Development Support:
- Partner with the business development team to identify and pursue new client opportunities.
- Collaborate on development and modifications of client presentations, proposals, and marketing materials.
- Track and report on marketing ROI and client engagement metrics.
QUALIFICATIONS AND EXPERIENCE
- Bachelor’s degree in Marketing, Business, Finance, or related field; MBA preferred.
- 8+ years of marketing and client relations experience, preferably in asset management, investment management, or financial services.
- Experience with Taft Hartley and public plan clients and consultants in addition to other institutional relationship exposure.
- Strong understanding of capital markets and investment products.
- Proven leadership experience managing marketing teams and client relationship programs.
- Excellent communication, presentation, and interpersonal skills.
- Ability to think strategically and execute effectively in a fast-paced environment.
- Equivalent combination of education and experience welcome.
SKILLS
- Strategic Thinking
- Client-Centric Mindset
- Brand Management & Digital Marketing
- Analytical & Data-Driven Decision Making
- Strong Networking and Relationship-Building Skills
COMPENSATION & BENEFITS
The Company is prepared to offer a competitive compensation package including salary, bonus and other benefits.
CONTACT INFORMATION
Shine Associates, LLC
45 School Street, Suite 301
Boston, MA 02108
www.shineassociatesllc.com
Timothy Shine, Principal Hillary H. Shine, Principal
Shine Associates, LLC Shine Associates, LLC
[email protected] [email protected]
(203) 676-1115 (203) 613-3562
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