CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.
We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins’ latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.
We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Partners. We have more than $650mm of our personal capital committed to our investment vehicles. We provide access to our Partners to co-invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders’ money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm – $500mm of investable assets. Quite simply, there are many investments we can provide for our Partners they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Partners do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.
Vice President – Marketing:
The Vice President of Marketing will help oversee the execution of marketing strategy across collateral materials, campaigns, and key initiatives. Reporting directly to the Director of Marketing Operations, the Vice President will partner closely with Marketing leadership to translate business needs into actionable plans and processes and help oversee their implementation and success.
Key Responsibilities:
- Develop and lead implementation of marketing initiatives that align with organizational goals and objectives, and support channel growth across RIA, independent broker-dealer, family office, and high-net-worth investors.
- Map out and manage complex marketing projects, including fund launches and various marketing campaigns, working closely with stakeholders across Capital Formation, Investment Management, Investor Relations, Marketing, and Compliance.
- Oversee and support the creation, upkeep, organization, and dissemination of marketing materials (including presentations, executive summaries, email templates, website content, event signage, advertisements, and other collateral), ensuring their consistent quality, accuracy, and efficacy.
- Build out and/or optimize processes to scale marketing operations to increase efficiency and productivity.
- Manage key vendor relationships across printing, warehousing, logistics, shipping, and events/experience marketing.
Success as Vice President in the Marketing Team will be measured by your:
- Ability to deliver quality work on time, with excellent attention to detail.
- Aptitude for organizing and growing the CAZ Investments brand across various platforms and marketing channels.
- Focus on finding ways to help our Team succeed and proactively identify opportunities to improve existing processes.
- Capacity to work within and across Teams to bring success to all members of the firm.
Requirements:
- 7-10 years’ experience in financial services marketing
- Proven project management expertise
- Experience in creating content and managing marketing campaigns
- Exceptional organizational and communication skills and exacting attention to detail
- Ability to confidently interact with stakeholders and serve as the marketing expert
- Team player with a player-coach mentality, demonstrated mentorship experience, and strong work ethic
- Quick learner with ability to work in a fast-paced environment under strict deadlines
- Experience using Salesforce, Marketing Cloud, or other CRM tools is advantageous
- Proficiency in MS Office, including Excel and PowerPoint, is required; experience using graphic design tools (such as Adobe Creative Suite or Canva) is advantageous
Competencies:
- Marketing project management: Maps complex, multi-stakeholder projects such as fund launches into clear plans; owns timelines end to end; anticipates dependencies and delivers on deadline without sacrificing accuracy.
- Brand stewardship and content quality: Produces and oversees collateral, including presentations, executive summaries, email templates, website content, signage, and advertising, that is consistently accurate, on-brand, and effective; treats an error in client-facing material as unacceptable.
- Marketing operations and process scaling: Replaces ad-hoc work with repeatable systems; builds and optimizes processes that increase marketing throughput and efficiency without adding headcount; manages vendors to the same standard.
- Cross-functional stakeholder influence: Works confidently across Capital Formation, Investment Management, Investor Relations, and Compliance; serves as the marketing expert in the room and translates business needs into actionable plans.
- Player-coach leadership: Carries their own workload while developing the Team around them; mentors directly and specifically; raises the capability of others rather than absorbing their work.
Compensation Structure:
- Base salary will be commensurate with experience
- Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability
- Participation in our matching 401k plan
- We offer a generous PTO plan, along with an excellent benefits portfolio
