Director, Institutional Content & Product Marketing

The Company

InvestXlaunched in 2014is alate stageventure fund investing out of Fund 5.With over US$700 million in investments and35 portfolio companiesincludingPalantirAnthropicSpaceX AirbnbSoFi SpotifyDocuSignand many more.We work with leading North Americanwealth managementfirmsand family office clientsto offerour multi-position and single purpose funds.

InvestXis backed by leading financial institutions Jefferies Virtu Financial and Canaccord Genuity and has been featured in CNBC Forbes Bloomberg U.S. News Business Insider Reuters The Globe and Mail and many other publications.

About the Role

The Director Institutional Content & ProductMarketingis a strategic high-impact role responsible for shaping howInvestXtells the story of its products its performance its founders and its value to the institutional wealth ecosystem. This role sits at the intersection of investment insight product strategy and sales enablementowning the full suite of materials and narratives that empower our BD/IR team to win institutional trust and accelerate capital formation.

You will translate complex investment information into clear credible and compliant content that resonates with RIAs independent broker-dealers family offices and institutional allocators. This role is perfect for someone who loves going deep on product thrives in a high-accountability environment and can build a world-class content engine from the ground up.

Why This Role Matters

InvestXsgrowth depends on our ability to educate the market build trust and deliver institutional-grade materials at scale. Wealth managers and family offices require:

• Repeatable clean and compliant materials

• Thorough DDQs IC memos and articulated product differentiation

• Clear and consistent messaging across sectors SPVs and funds

• Thoughtful narratives that make our sectors founders and opportunities come alive

This leader ensures we meetand exceedthose expectations with sophistication rigor and speed.

Core Responsibilities

Product & Content

• Own all fund and SPV content including pitch decks one-pagers case studies FAQ sheets and GP/foundertrack recordmaterials.

• Withhelpof our investment team write investment theses sector briefs and macro/market outlooks tailored to the wealth channel audience.

• Develop performance-update templates quarterly investor letters and recurring content formats.

• Build andmaintaina robust DDQ/RFP infrastructure that streamlines responses and improves quality.

Sales Enablement

• Equip the BD/IR team with high-impact standardized materials that support every stage of the sales cycle.

• Build an internal content library for fast customization across deals sectors and client types.

• Create channel-specific materials for RIAs IBDs and Family Offices that clearly articulate risk differentiation and product fit.

Brand & Messaging

• Refine product positioning to ensure clear communication of what makes our fund/SPVs unique.

• Maintain message consistency across all client-facing channels presentations and materials.

• Partner with Marketing and Compliance to ensure all content is brand-alignedaccurate and compliant.

Qualifications

• 712 years in financial services marketing(Institutional asset management Wealth-focused product marketing)

• Venture capital or private equityexperience would be considered an asset

• Product storytelling for complex investment solutions

• Exceptional writing and communication skillsable to convert complex data into compelling concise narratives.

• Deep understanding of private markets wealth channels and institutional diligence requirements.

• Comfortoperatingin fast-paced high-growth environments with competing priorities.

• Ability to balance creativity with precision compliance and operational rigor.

• Strong cross-functional collaboration skills across BD/IR Product Compliance Marketing and Investments.

• Eligibility to travel between the US and Canada to attend meetings; ability to travel as needed.

• A Criminal Record Check and Credit Check isfor this position.

Salary & Benefits

• Actual salaries may vary based on factors such as skill experiencelocationand qualifications for therole.

• 2026range is $150000 - $170000 USD plus incentive plan and equity.

• Comprehensive Health & Benefit plan

InvestX welcomes applications from all qualified candidates including women persons with disabilities aboriginal peoples indigenous peoples visibleminorities race color religion sex sexual orientation gender identity or national origin. Reasonable accommodation for applicants with disabilities isavailable upon request in connection with the recruitment process. If you have any questions about this job posting please

Required Experience:

Director