Responsibilities

• Implement an omnichannel marketing plan in advancement of the marketing department and firm goals and deliverables
• Oversight of daily marcom activities and 2-3 direct reports
• Manage agency relationships such as digital marketing agency, PR agency and web development agency
• Track and report on metrics to measure the success of the marketing strategy and tactics
• Partner with our digital agency to design and execute digital campaigns to advance the growth goals of the organization
• Supervise digital strategies such as the website strategy, award submissions, SEO, AEO and GEO
• Review collateral, content and social media copy to ensure brand adherence and alignment
• Partner with senior leadership, committees, IT, investment team, compliance team and practice leadership
• Manage cross-functional special projects and administrative tasks as needed

Requirements

• Bachelor’s degree required
• Minimum of 12 years’ experience in marketing and a demonstrated track record of success in senior level marketing role within a wealth management firm or related industry
• Experience with Hubspot, Marketo, Salesforce and project management systems
• Ability to be a leader and a doer; enjoys jumping into projects and rolls up sleeves to get the job done
• A strong, agile, project management mindset

Preferred

• Master’s degree preferred
• Experience in wealth management industry
• Experience collaborating with cross-functional teams
• Strong client-facing relationship skills

Benefits

• Collaborative work environment where together we achieve more
• Environment supportive to learning and growing your career
• Continuing education assistance program
• 401(k) with company match
• Bonus program
• Company contribution up to 95% for health insurance
• Hybrid work arrangement