Responsibilities

• Marketing Strategy & Brand Stewardship — Lead firm-wide marketing strategy across digital, social, events, and referral programs. Serve as guardian of the KWB brand across all channels and communications.
• Team Leadership — Direct and develop a three-person team: Creative Art Director (CAD), Client Experience Manager (CEM), and Marketing Coordinator. Assign roles, manage workload, and hold the team accountable to deadlines and brand standards.
• Budget & Contract Management — Own the annual marketing budget, monitor costs, manage vendor contracts, and report financial performance to the BDO.
• Client Events & Webinars — Oversee planning, logistics, and execution of all client-facing events, webinars, and the firm's annual charity golf tournament.
• Client Communications — Direct production of newsletters, market commentary, and client touchpoints. Ensure Constant Contact lists and communications are accurate and timely.
• Social Media & Content — Oversee firm and advisor social media accounts, content calendars, and thought leadership strategy across LinkedIn, Instagram, Facebook, and X.
• Vendor & Agency Management — Direct relationships with external marketing partners and agencies for SEO, analytics, digital advertising, and design.
• Analytics & Reporting — Track and present campaign performance, budget vs. actuals, and marketing metrics to leadership on a regular cadence.
• Compliance — Ensure all marketing materials meet financial industry regulatory requirements.

Requirements

• Bachelor's degree in Marketing, Communications, or related field; Master's preferred.
• 10+ years of marketing experience, ideally in financial or professional services.
• Proven success in designing and executing campaigns with measurable results.
• Experience managing budgets, vendor contracts, and cost accountability.
• Strong written and verbal communication skills; ability to distill complex concepts into approachable messages.
• Experience managing and mentoring staff, with a track record of fostering quality growth in both people and processes.
• Proficiency with marketing technology, SEO, analytics, and design tools (Adobe Suite and related).
• Demonstrated commitment to integrity in communication, purposeful leadership in initiatives, and approachable professionalism in client and team interactions.
• Ability to learn and uphold an established brand, ensuring all marketing initiatives honor KWB's 30-year reputation while supporting opportunities for future growth.

Preferred

• Master's degree is preferred.
• Leadership Expectations: Embody integrity by honoring commitments, being transparent, and aligning intention with impact.
• Leadership Expectations: Demonstrate a grounded, discerning, and confident presence — easy to communicate with, composed under pressure, and uncompromising in upholding relationships, self-respect, and the mission of the firm.
• Leadership Expectations: Listen first, then respond; earn respect by being approachable, thoughtful, and consistent.
• Leadership Expectations: Model purposeful, passionate leadership by anticipating needs, taking initiative, and ensuring smooth execution through foresight and preparation.
• Leadership Expectations: Drive quality growth by making decisions that support the long-term success of clients, the firm, and the team.
• Leadership Expectations: Balance approachability and professionalism — bringing authority with humility, and supporting others' success as a reflection of the team's success.
• Leadership Expectations: Anchor in KWB's North Star and mission mindset, ensuring that marketing serves not only firm growth but also client trust and community impact.
• Leadership Expectations: Serve as a guardian of the KWB brand, maintaining consistency across all communications and ensuring that brand evolution enhances, rather than disrupts, what has been built.

Benefits

• Personal time and paid time off
• Health insurance
• 401(k) and profit sharing
• Company events and trips
• Access to leading industry conferences and experts
• Opportunity for growth within the firm
• Support in furthering education