Director of Marketing - Wealth Management

Winter Garden, FL (On-site)

$80K/yr – $135K/yrSenior Level7+ years expFull time

Posted 4 days ago

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Job Summary

Lead and own the firm's marketing function, driving multi-channel campaigns, lead generation, and performance reporting to fuel growth.

Own end-to-end lead generation and optimize campaign performance
Build and develop the marketing team, budget, and cross-functional partnerships

Job Description

Responsibilities

Lead the marketing department with clear expectations, accountability, and performance standards
Establish and maintain KPI scorecards, dashboards, and weekly/monthly reporting rhythms
Hold regular team meetings focused on performance, priorities, and problem-solving
Foster a culture of ownership, continuous improvement, and results
Develop and execute comprehensive marketing strategies aligned with firm growth goals
Plan, launch, and optimize multi-channel marketing campaigns (digital, referral, events, content, paid media, etc.)- implemented by Digital Marketing Specialist
Ensure consistent brand messaging aligned with the firm’s value proposition and ideal client profile
Own the end-to-end lead generation process, from traffic to qualified lead
Continuously test, measure, and optimize campaigns to improve lead quality and cost efficiency
Partner with sales/advisory leadership to refine qualification standards and handoff processes

Requirements

Wealth Management or Financial industry experience
7+ years of marketing experience, with at least 3+ years in a leadership role
Proven success driving qualified lead generation at scale
Strong understanding of KPI-driven marketing and ROI analysis
Experience managing marketing budgets, vendors, and cross-functional teams
Preferred experience in financial services, wealth management, or professional services (RIA experience a plus)
Exceptional leadership, communication, and analytical skills

The LifeWealth Group

4.6 Glassdoor

We are changing the definition of Wealth Management, one family at a time.At The LifeWealth Group, we offer a comprehensive approach to financial planning, incorporating your dreams as well as your financial goals. From there, we can build a customized plan that aims to help you achieve those dreams, bringing in a suite of services to guide you through each piece of your plan.LifeWealth Investments, LLC d/b/a The LifeWealth Group (“LWG”) is a Registered Investment Adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching our firm name. ADV Form 2B is available upon request. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC ("MAS"), member FINRA/SIPC. MAS, LWG, and SWM are not affiliated companies. Insurance products are offered through the affiliated insurance business Significant Wealth Management, LLC (“SWM”) d/b/a The LifeWealth Group. SWM is not a registered investment adviser. The insurance products offered by SWM are not subject to Investment Adviser requirements. The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. The LifeWealth Group cannot guarantee the accuracy of information from third parties.

Founded in 2002

Winter Garden, Florida, USA

23 employees (3 in marketing)

www.lifewealthgroup.com

1% recommend to a friend