Responsibilities

• Supports the Chief Marketing Officer in building a high-functioning, engaged team of professionals; provides forward-thinking strategic planning and team-oriented leadership.
• Represents the Marketing & Communications department with professionalism, extending the highest standards of service.
• Serves as the strategic lead for at least one channel partner, aligning the objectives of the channel with marketing and communications initiatives that support growth and elevation of the Sequoia brand. Serves as the point of contact to the broader MarComm team for assigned channels.
• Responsible for facilitation of all content production and communication mediums needed to support assigned channels. Produces project outlines and writes content outlines and, at times, actual content for channel use.
• Attends and contributes to regularly scheduled channel partner strategy meetings. Brings related action items to MarComm team for execution.
• Serves as a manager to Marketing & Communications department team members, providing leadership and day-to-day guidance on strategies, tactics, and prioritization.
• Responsible for performance/development plans, mid-year and year-end reviews, and compensation conversations for direct reports.
• Develops and executes strategic digital marketing and communications plans to support objectives and activities critical to firmwide success, as identified by department leaders.
• Oversees all online marketing initiatives to enhance brand awareness, generate qualified leads, and support client engagement, including digital advertising activities across all mediums.
• Works with agency partner and plans and manages multi-channel campaigns (SEO, SEM, AI search, email, social, display, retargeting) to drive traffic and conversions. Assists in creating ad content as needed (e.g. headlines, campaign details, demo and geo direction, etc.).

Requirements

• A bachelor’s degree in marketing, communications, or a related discipline.
• 8+ years of related experience; preferably in financial services with an RIA, with at least 5 years in a leadership role preferred.
• Excellent interpersonal, verbal, and written communication skills.
• Proven experience leading, coaching, and providing performance management to team members.
• Proven success in lead generation and digital campaign management.
• Demonstrated success in developing and executing marketing strategies.
• Proficiency in marketing automation, CRM platforms, and analytics tools. Direct experience in Salesforce preferred.
• Strong understanding of compliance requirements.
• Self-starter with proven ability to manage multiple projects simultaneously.
• Professional presence and ability to develop strong working relationships with executive management.
• Ability to thrive in a fast-paced environment.