Responsibilities

• Develop and lead the comprehensive marketing strategy for the Wealth Management business, driving business growth, channel diversification, and brand presence.
• Build, scale, and optimize efforts across distribution channels including existing and new.
• Build a marketing strategy for a new wealth management business inclusive of enablement and sales campaigns.
• Lead and develop a team of marketers responsible for core marketing functions including day-to-day execution.
• Oversee the creation of compelling, high‑quality marketing collateral across platforms to support client engagement, wholesaler enablement, and advisor productivity.
• Partner closely with senior leadership, Product, Sales, Business teams, Legal, Compliance, IT, and Marketing and Communications to ensure alignment on business priorities and execution.
• Leverage deep industry knowledge to assess competitor activity, market dynamics, regulatory changes, and consumer trends, translating insights into strategic action.
• Serve as a key leader in standing up or expanding RIA offerings, including marketing infrastructure, advisor onboarding experience, and brand positioning.
• Ensure compliance with all regulatory and brand standards across communications and marketing initiatives.

Requirements

• Bachelor's degree in marketing, business, finance, or a related field; MBA preferred.
• Demonstrated experience building or scaling an RIA platform or channel is required
• Extensive experience in wealth management marketing roles, with deep RIA expertise
• Deep understanding of the US Wealth landscape and the needs of HNW & affluent investors.
• Proven record of establishing go to market strategies for fund manager partnerships
• Proven success leading teams, driving strategic marketing initiatives, and influencing senior leadership.
• Exceptional communication, leadership, and organizational skills.
• Expertise in sales enablement, distribution strategy, content development, and regulatory requirements.
• Strong analytical abilities with a track record of making data‑driven decisions in fast‑moving environments.

Preferred

• MBA preferred.