Responsibilities

• Marketing Leadership & Strategy
• Develop and execute an integrated marketing strategy aligned with firm growth goals
• Ensure consistent messaging across all marketing channels and client touchpoints
• Monitor marketing performance and continuously optimize campaigns for ROI
• Collaborate with leadership to support advisor growth and prospect development
• Team Leadership
• Oversee and coordinate the work of:
• Brand & Content Manager
• Digital Advertising / Active Campaign Manager
• Event & Office Manager (Client Concierge)
• Responsibilities include:
• Setting priorities and campaign timelines
• Ensuring cross-team collaboration
• Maintaining accountability for execution and results
• Seminar & Event Marketing
• Seminars are a core growth driver for the firm.
• Responsibilities include:
• Oversee planning, promotion, and execution of prospect seminars and client events
• Ensure attendance targets are met through effective marketing campaigns
• Coordinate messaging, invitations, landing pages, and registration systems
• Ensure high-quality event experience for prospects and clients
• Lead Management & Conversion
• Ensure all leads from events, digital campaigns, and referrals are captured and tracked
• Implement systems for post-seminar follow-up and lead nurturing
• Monitor conversion metrics from registration → attendance → appointment → client
• Work with advisors to improve prospect engagement and conversion rates
• Digital Campaign Oversight
• Manage and optimize paid digital campaigns and marketing automation systems
• Ensure campaigns support seminar promotion and ongoing lead generation
• Analyze performance metrics and adjust campaigns accordingly
• Key Performance Indicators (KPIs)

Requirements

• Minimum Experience: Experienced