Raji Kaur is a strategic marketing executive with over a decade of experience spanning institutional investments, multi-asset solutions, and retirement strategies. She currently serves as the Global Head of Product Marketing for Managed Portfolios at J.P. Morgan Private Bank, where she leads the marketing strategy for a $700B investment platform. Known for translating complex investment solutions into compelling narratives, Raji is responsible for marketing flows to tax-efficient strategies and spearheads multi-channel campaigns across digital, video, and social media. Previously, she led global marketing for BNY Mellon’s institutional OCIO and multi-asset business, launching scalable web, social and content platforms that doubled engagement. Her career has also included consulting roles in Australia and sales enablement at Russell Investments, where she contributed growth in Russell’s Tax managed model portfolios. A data-driven storyteller and collaborative leader, Raji is passionate about elevating advisor and investor experiences through insights, innovation, and clarity. She holds a Master of Science in Finance and is PMP-certified.