Alex Cavalieri
Managing Director, Chief Marketing Officer @ CAIS | Demand Gen, MarTech, Content Marketing
Updated 3 months ago
16+
Years Experience
10
Roles
2
Skills
1
Education
About
I serve as the Chief Marketing Officer at CAIS, a leading alternative investment fintech platform, where I lead a dynamic team responsible for all facets of marketing, including content development, events, digital strategy, design, public relations, advertising, CAIS IQ, and project management. I also serve on the Operating Committee, Executive Committee, and AI Steer Co. I've led B2B marketing initiatives and teams for over 14 years. When it comes to marketing, I believe the simpler, the better, and it comes down to a few things: 1. You need the right foundation before you can scale 2. Value-add content is the entry point to your brand and should be prioritized long-term 3. Going deep on the right audience vs. wide on a large audience matters 4. You can do a lot with a little; you need the right players 5. A testing and execution-oriented mindset is critical to brand success 6. True attribution needs both quantitative and qualitative data Prior to CAIS, I was the Head of Marketing and Strategy at CION Investments and Advisor I/O (A CION Company). Before that, I served as a Vice President at BlackRock, leading digital growth areas for iShares and BlackRock.com U.S. experiences. I held other roles in BlackRock, overseeing digital experiences within the Retirement Marketing division and BlackRock’s Campus Recruiting, as well as various strategy, marketing, and sales roles at Glocal, Omni Corporation, and Workbridge Associates. Specialties include: -Marketing Strategy -AI Content Creation -AI Strategy -GTM Planning -OKR Development -Marketing Ops -Digital Strategy -Content Marketing -Digital & Social Advertising -Sales Enablement -User Experience -Information Architecture -Event Strategy -Creative Direction
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Experience (10 roles)
Full-time · 3 yrs 4 mos
Current3 roles · Sep 2022 - Present
Managing Director, Chief Marketing Officer
CurrentDirector, Head of Marketing
Director of Marketing Operations
Co-Founder, Head of Strategy
Advisor I/O, A CION Investments Company
Advisor I/O’s (formerly Seven Group) mission is to help every financial advisor level up their marketing. They are a hybrid tech/consulting platform that enables advisors to market their practice more effectively. The platform pairs strategy, content, campaigns, training, and progress tracking. Read...
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Education (1)
Syracuse University
2006 - 2010
Activities and societies: Syracuse University Men's Varsity Lacrosse Team
Skills (2)
Languages (1)▼
Volunteer Experience (2)▼
Advisor
Leadfully
Jan 2018 - Sep 2018 · 9 mos
3rd & 4th Grade Lacrosse Coach
CurrentEdgemont Youth Lacrosse
Jan 2013 - Present · 13 yrs
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