Director of Marketing

Responsibilities

• Marketing Strategy & Targeting  Partner with firm leadership, owners, and the Growth Committee to understand approved target markets and growth priorities, then bring forward creative, practical ideas for reaching those audiences.
• Develop an annual marketing plan that is strategic, measurable, and adaptable, with recommendations for channels, campaigns, content, events, and digital engagement that support owner-approved growth priorities.
• Provide research, market insight, and thoughtful recommendations to support owner-led decisions on positioning, messaging, and audience development.
• Identify opportunities to experiment with new marketing approaches, including technology-enabled outreach, content distribution, segmentation, and audience engagement.
• Client & Prospect Experience  Design distinctive client and prospect experiences, including signature events, brand touchpoints, and new-client welcome moments that reflect Altair’s service model and support relationship depth with input from the Client Service team
• Partner with the Director of Business Development and Client Education to develop creative event and prospect-engagement strategies, aligning event volume, format, audience, content topics, and follow-up opportunities that reinforce BD priorities and the firm’s educational expertise.
• Ensure event and experience investments reflect Altair's brand and support relationship depth and referral generation.
• Cross-Functional Leadership & Governance  Serve as a standing member of Altair's Growth Committee, partnering with the Director of Business Development and Senior Client Service leadership to align marketing priorities with owner-approved target markets, resource allocation, and initiative prioritization.
• Bring transparency to the adviser team on how marketing decisions support firm-level growth priorities, why specific channels or initiatives are being recommended, and what is expected of advisers in support of marketing and growth efforts.
• Coordinate closely with the Director of Business Development on event strategy, prospect touchpoints, and determining when early prospect interest should move into active BD follow-up.

Requirements

• 1015 years of marketing leadership experience, ideally in wealth management or another professional services environment serving high-net-worth or ultra-high-net-worth clients.
• Experience operating as both a strategic thought partner and a hands-on contributor in a small team.
• Strong understanding of UHNW clients and an adviser-driven growth model.
• Experience building or significantly growing a firm's digital and social media presence, brand positioning, and thought leadership development in partnership with senior leadership.
• Demonstrated curiosity and fluency with AI, marketing technology, analytics, CRM-enabled workflows, or other tools that can improve marketing effectiveness and insight.
• Strong written and verbal communication skills; comfortable working with senior advisers, firm leadership, and outside partners.
• Comfortable with a hybrid schedule, averaging at least 3 days per week in office.