Responsibilities

• Develop and execute an integrated marketing strategy aligned with firm growth goals
• Ensure consistent messaging across all marketing channels and client touchpoints
• Monitor marketing performance and continuously optimize campaigns for ROI
• Collaborate with leadership to support advisor growth and prospect development
• Oversee and coordinate the work of: Brand & Content Manager, Digital Advertising / Active Campaign Manager, Event & Office Manager (Client Concierge)
• Seminars are a core growth driver for the firm. Responsibilities include: Oversee planning, promotion, and execution of prospect seminars and client events
• Ensure attendance targets are met through effective marketing campaigns
• Lead Management & Conversion: Ensure all leads from events, digital campaigns, and referrals are captured and tracked
• Lead Management & Conversion: Implement systems for post-seminar follow-up and lead nurturing
• Digital Campaign Oversight: Manage and optimize paid digital campaigns and marketing automation systems