Responsibilities

• Serve as the strategic and operational extension of the marketing lead — institutionalizing best-in-class marketing processes across planning, execution, and measurement
• Own all weekly and monthly performance analysis, dashboards, and reporting that connect marketing spend to pipeline, client acquisition, retention, and lifetime value
• Lead integrated planning across all marketing disciplines, ensuring messaging, sequencing, and execution are consistent and audience-aligned across all channels and touchpoints
• Drive go-to-market trafficking and launch coordination across channels and functions, partnering cross-functionally with sales, product, finance, data, and CX teams
• Own the development of board presentations, executive updates, and strategic marketing communications, distilling complex data into clear, compelling narratives
• Manage budgets, forecasts, actuals, and year-over-year planning to ensure disciplined resource allocation and measurable return on marketing investment
• Serve as connective tissue across the frontline commercial organization, helping marketing, sales, product, and advisor teams script, sell, and service to the right audiences

Requirements

• 8+ years of experience in marketing operations, integrated marketing, growth strategy, or a Chief of Staff role supporting a CMO or Chief Commercial Officer
• Deep fluency in full-funnel performance metrics — including CAC, LTV, payback periods, contribution margin, funnel conversion, and attribution modeling
• Proven ability to build and scale marketing operating systems within high-growth, fast-moving environments
• Equally at home in quantitative analysis and qualitative storytelling
• Exceptional communication skills with experience interfacing directly with executive leadership and cross-functional stakeholders
• High standards of excellence, strong attention to detail, and a collaborative, non-political approach

Preferred

• Background in wealth management, fintech, or financial services
• Experience in mobile or digital marketing with deep knowledge of digital acquisition and lifecycle marketing mechanics
• Prior exposure to advisor and/or client lifecycle marketing, including prospect-to-lead-to-deal conversion optimization
• Strong aesthetic sensibility and brand judgment within premium or modern consumer categories

Benefits

• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO