Responsibilities

• Serve as a strategic marketing partner to advisory firms by defining growth goals, building actionable marketing strategies, and guiding execution against long-term business objectives.
• Leverage data, insights, and cross-functional collaboration to ensure high-quality execution, performance tracking, and continuous optimization.
• Operate with a high degree of autonomy while identifying opportunities to improve, scale, and evolve how marketing support is delivered.
• Act as a strategic advisor to assigned firms by clarifying growth goals and translating those goals into multi-channel marketing strategies.
• Develop and guide advisors through strategic marketing plans aligned to objectives, capacity, and target audiences.
• Provide informed recommendations across digital, events, referrals, COIs, content, automation, and brand.
• Serve as a trusted thought partner by introducing new ideas, frameworks, and best practices that elevate marketing maturity.
• Present ideas, insights, and recommendations confidently in internal and partner-facing settings.
• Serve as a subject matter expert within assigned areas to support team knowledge-sharing and continuous learning.
• Lead complex marketing initiatives from strategy through execution with minimal guidance.

Requirements

• Bachelor’s degree in marketing, communications, or a related field required.
• Minimum of five years of progressive marketing experience required, preferably in a consulting, advisory, or client-facing role.
• Demonstrated experience developing and executing integrated marketing strategies across multiple channels required.
• Proven ability to manage complex projects, timelines, and multiple stakeholders simultaneously required.
• Experience working collaboratively with creative, digital, analytics, and cross-functional teams required.
• Strong strategic thinking, problem-solving, and decision-making skills required.
• Excellent communication and presentation skills required.
• High ownership mindset with comfort leading work end-to-end and managing ambiguity required.

Preferred

• Working knowledge of marketing performance measurement and ROI assessment using tools such as Excel, PowerBI, Tableau, or similar platforms preferred.

Benefits

• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.