Responsibilities

• Digital Strategy & Execution
• Develop and execute integrated digital marketing campaigns across owned, earned, and paid channels to support firm growth, thought leadership, and advisor enablement.
• Translate firm-wide marketing and business goals into measurable digital initiatives and campaigns.
• Partner with leadership to identify opportunities to strengthen digital presence and client engagement across the full marketing funnel.
• Partner with the firm’s digital agency to help accomplish SEO and content strategy goals.
• Content & Thought Leadership
• Manage and optimize digital distribution of investment insights, market commentary, white papers, and thought leadership content.
• Collaborate with investment, wealth advisory, and compliance teams to ensure content is accurate, on-brand, and compliant with regulatory standards.
• Oversee website content updates, landing pages, and conversion pathways tailored to distinct audiences (e.g., HNW clients, institutions, consultants, financial intermediaries).
• Performance Marketing & Analytics

Requirements

• Bachelor’s degree in Marketing, Communications, Business, or a related field.
• 7–10+ years of digital marketing experience, preferably within financial services, investment management, wealth advisory, or professional services.
• Proven expertise in digital channels including paid media, SEO, email marketing, websites, and analytics.
• Strong understanding of marketing in a regulated environment.
• Advanced analytical skills with the ability to translate data into actionable insights.
• Excellent writing, communication, and stakeholder management skills.

Preferred

• Experience marketing to high-net-worth individuals, institutional investors, or financial advisors.
• Familiarity with SEC/FINRA advertising and communications guidelines.
• Experience with CRM and marketing automation platforms including Salesforce CRM, Salesforce Marketing Cloud, Seismic, and Yext.
• Ability to balance strategic leadership with hands-on execution.

Benefits

• Competitive Pay
• Medical, Dental, and Vision Insurance (starting day 1)
• Life and Disability Insurance
• Health Savings Account with a Company Match
• Flexible Spending Accounts including Dependent Care
• Wellness Program
• Tuition Reimbursement
• 24-Hour Employee Assistance Program
• Adoption Assistance
• Paid Family Care Time