Responsibilities

• Lead rollout of refreshed brand across client and prospect touchpoints including email, social, seminars, digital platforms, and marketing communications.
• Build a unified mobile-first content distribution engine across YouTube, email, Facebook, Instagram, podcast, and test markets to boost brand consistency, engagement, and lead generation.
• Own and evolve the Money Matters platform ecosystem: Money Matters Live, Money Matters University, and Money Matters Podcast.
• Recruit, onboard, and lead key marketing talent starting with the Content & Social Manager and shape the broader marketing org.
• Design and manage a marketing measurement and reporting framework aligned to core KPIs.
• Establish a disciplined reporting cadence and use data to drive decisions, optimization, and resource allocation.
• Develop a clear recommendation and business case on lead acquisition strategy, including vendor performance and renewal decisions for 2027.
• Deliver growth in owned-channel audience, lead generation, and funnel performance across the client acquisition journey.
• Modernize and scale the marketing operating model for better channel integration, execution discipline, accountability, and cross-functional alignment.
• Set and own the marketing strategy across brand, demand gen, content, social, events, PR, and measurement.
• Manage the marketing budget of $4.3M and optimize discretionary dollars to high-ROI channels.
• Lead the marketing team (nine people plus two new hires) and hold external partners to outcomes with PR, media planning, brand design, and video production.
• Partner with ownership on growth strategy, pipeline health, and channel investment decisions.
• Present marketing performance and strategy to leadership, including the CEO and board as needed.
• Collaborate with Advisory Services to align marketing and sales on the value story and conversion of P1A appointments to funded clients.
• Own the marketing technology stack to ensure CRM, lead-source tracking, and reporting deliver reliable, decision-grade data.

Requirements

• Bachelor's degree from an accredited 4-year university required.
• Has led a marketing professional services organization in a regulated environment with trust-based selling in financial services, RIA, or wealth management.
• Has built owned-channel growth from the ground up.
• Has managed external agencies and vendors with accountability for measurable outcomes.
• Has rebuilt or restructured a marketing team and earned trust quickly with existing staff.
• Modern and digital-first, channel-agnostic; understands media consumption by 50+ demographics across email, YouTube, social, and broadcast.
• Comfortable presenting to a CEO, founder, and board with command and clarity.
• Strong analytical orientation using data, attribution, and funnel metrics to guide marketing decisions.
• Hands-on and willing to produce work when needed to support the team.
• Applicants must be authorized to work in the United States without sponsorship.

Preferred

• The ideal candidate is equally comfortable thinking strategically and rolling up their sleeves to solve problems, create clarity, improve processes, and move initiatives from concept to execution in a founder-led environment.