Marketing Manager

Responsibilities

• Advisor Team Partnership
• - Serve as a trusted marketing advisor and hands-on partner to advisor teams, helping them define goals, prioritize initiatives, and execute programs that drive measurable growth.
• - Lead and facilitate planning sessions to uncover business objectives, target audiences, and growth opportunities, then translate those discussions into clear, actionable marketing plans.
• - Develop and manage annual marketing plans that combine strategic focus with tactical execution, ensuring all initiatives tie directly to firm and advisor business goals.
• - Partner with advisors on campaign execution, including content development, email and social campaigns, events, and client communications, while maintaining strategic alignment and brand consistency.
• - Anticipate needs and proactively suggest new marketing ideas, events, and client/COI engagement opportunities based on market trends, advisor priorities and best practices occurring on other advisor teams.
• - Maintain ongoing accountability for results, tracking performance metrics and adjusting strategies to optimize outcomes.
• Integrated Marketing & Campaigns
• - In partnership with the advisor teams, quarterback the end-to-end development of integrated marketing initiatives across digital, social, content, and events.
• - Partner with internal CP teams to coordinate deliverables, timelines, and quality control across multiple concurrent projects.

Requirements

• Bachelor’s degree in Marketing, Communications, or a related field.
• 7 to 10 years of progressive marketing experience in professional or financial services.
• Demonstrated success leading integrated, multi-channel marketing initiatives that align with firmwide goals and deliver measurable business results.
• Ability to travel up to 15%.
• Proven ability to own and drive marketing strategy from concept through execution, connecting tactics across digital, content, event, and social channels to overall strategy.
• Confident advisor to senior stakeholders, with the ability to challenge assumptions and guide direction.
• Self-starter who anticipates needs, takes ownership, and moves initiatives forward without waiting for direction.
• Comfortable leading cross-functional discussions, influencing outcomes, and holding others accountable to deadlines and quality standards.
• Hands-on experience managing CRM and marketing automation platforms.
• Experience building performance reports that link marketing activity to revenue, KPIs, and client engagement, and translating data into clear, actionable insights for senior leaders.

Preferred

• Masters degree or MBA
• Direct experience in wealth management or financial advisory, or familiarity with the wealth management landscape.
• Experience with HubSpot, Salesforce, or Asana.
• Interest in building new processes and contributing to the growth of a central marketing function.

Benefits

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits