Responsibilities

• Oversee the day-to-day operations of the marketing department and a small marketing team
• Turn strategic priorities into clear project plans with defined owners, timelines, dependencies, deliverables, and accountability
• Manage a high volume of concurrent initiatives across events, digital marketing, communications, content, creative, and company-wide projects
• Own and continuously improve marketing project-management systems, workflows, technology, and automations
• Identify practical uses of AI and automation that improve productivity, quality, and scalability
• Provide oversight for a marketing operation supporting 200+ events annually, including attending approximately six events per quarter
• Review marketing communications and creative materials for messaging, accuracy, brand consistency, and overall quality
• Maintain working knowledge across digital advertising, social media, email automation, SEO/AEO, website/CMS, content marketing, and video/YouTube
• Ensure marketing dashboards, CRM data, campaign results, and reporting processes are accurate and dependable
• Manage day-to-day relationships with selected agencies, technology vendors, and marketing partners

Requirements

• Bachelor’s degree required
• 8+ years of progressive marketing experience, or an equivalent combination of experience demonstrating increasing responsibility
• Demonstrated experience managing people and leading complex, concurrent projects
• Proven success building, implementing, or substantially improving marketing operations, workflows, or project-management systems
• Broad digital-marketing fluency across multiple channels
• Strong marketing and creative judgment
• Excellent editing, proofreading, and quality-control skills
• Strong organizational, prioritization, project-management, and problem-solving abilities
• Strong written and verbal communication skills
• Ability to manage changing priorities while maintaining accuracy, accountability, and follow-through

Preferred

• Strong working knowledge of marketing technology, automation, and project-management tools
• Experience implementing, managing, or improving a CRM and/or marketing automation ecosystem; experience with Salesforce/Pardot, HubSpot, Marketo, or similar platforms is valuable
• Demonstrated experience using AI or automation to materially improve a business workflow, process, or team function
• Financial-services experience is not required. We can teach you our industry and compliance environment; leadership, judgment, accountability, and learning agility are more important.

Benefits

• Quarterly firm-performance bonus opportunity
• Weekly half-day Fridays supporting work-life balance
• Hybrid work environment with regular in-person collaboration
• A culture of trust, autonomy, and ownership
• Professional, collaborative, and people-first environment
• Opportunity to influence and improve a growing marketing department
• Stable, growing firm with long-term career opportunity