Responsibilities

1) Translate firm strategy into clear, compelling institutional value propositions. 2) Own CPA partner, COI, and M&A positioning frameworks. 3) Develop and maintain institutional pitch decks, CPA onboarding and rollout materials (B2B and B2B2C), and standardized, customizable M&A presentation assets 4) Own end-to-end institutional campaigns, including CPA and COI drip programs, and targeted M&A outreach campaigns 5) Responsibilities include audience segmentation and list strategy, campaign build, deployment, and optimization, and performance tracking and insight generation 6) Continuously improve conversion, engagement, and relevance 7) Own institutional marketing content, including CPA case studies, thought leadership for professional audiences, and partner portal content and updates 8) Ensure content is compliant, current, and effective. 9) Serve as primary owner or power user for institutional marketing tools and platforms. 10) Coordinate vendors and contractors supporting institutional campaigns. 11) Ensure operational excellence across institutional marketing workflows

Requirements

• 7–10+ years of experience in B2B or institutional marketing.
• Demonstrated success owning both strategy and performance marketing.
• Strong presentation, storytelling, and campaign execution skills.
• Comfortable operating with autonomy and accountability.
• Experience in financial services, professional services, or complex B2B environments preferred.

Preferred

• Experience in financial services, professional services, or complex B2B environments preferred.

Benefits

• Competitive salary and bonus plan
• Competitive medical, dental, and vision plans
• Basic life and disability coverage
• 401(k) matching program
• Financial support for approved designations and courses
• Technical, leadership, sales training opportunities
• Unlimited, discretionary time off
• Paid parental leave