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Vice President, Marketing and Client Relations

Shine Associates

Job Location:

Boston, MA - USA

Monthly Salary: Not provided by the employer

Posted: 12 June 2026 (30+ days ago)

Application Deadline: 20 December 2026

Vacancies: 1 Vacancy

The job posting is outdated and position may be filled

Job Summary

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 candidates 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 firms investor base (Taft-Hartley funds public plans and institutional partners) while maintaining the firms brand equity.

The VP will oversee marketing campaigns communications and client and consultant engagement programs ensuring alignment with the firms 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 firms marketing strategies to promote the firms 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

Bachelors 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.