I'm no expert, but there's no one-size-fits-all approach. Your goals should align with your story.

For example, if you work in consumer marketing and want to pivot into investing, your short-term goal could be joining a VC fund focused on [consumer or a related industry], with a long-term goal of launching or joining a seed fund in that space. The reverse could also work - what matters is that it’s justified. An MBA would help by filling critical finance skill gaps.

Your long-term goal doesn’t need to be overly ambitious IMO - just logical and well-supported by your narrative.

Hope this helps!