Responsibilities

• Operates independently and maintains in-depth knowledge of Wealth Management clients, business priorities, and marketing strategies.
• Leads the strategy, planning, and execution of select high-profile client experiences, sponsorships, and strategic philanthropy programs, serving as the primary owner from concept development through post-event evaluation.
• Establishes and promotes best practices for event strategy, client experience, and program execution, helping elevate the quality and consistency of regional marketing initiatives.
• Manages multiple projects simultaneously, driving timelines, stakeholder alignment, logistics, and execution across assigned markets.
• Oversees marketing budgets, including annual forecasting, monthly reconciliation, expense management, and reporting to local leadership.
• Partners with Relationship Managers, Market Leaders, and sales teams to identify business priorities and develop marketing programs that support growth, client engagement, and brand awareness.
• Leverages Salesforce and other marketing technologies to measure engagement, track ROI, monitor business results, and identify opportunities for improvement.
• Develops and executes digital marketing, lead generation, and audience development initiatives in partnership with regional and national marketing teams.
• Creates and coordinates market-facing communications, leadership messaging, public relations activities, and promotional content in alignment with firm and business objectives.
• Builds and manages relationships with vendors, venues, sponsorship partners, publications, and community organizations to deliver effective programs in a cost-conscious manner.

Requirements

• 5-7 years of marketing, event management, business development, or related experience, preferably within financial services or another relationship-driven industry.
• A College or University degree and/or equivalent professional experience is preferred.
• Knowledge of Wealth Management clients, financial services products, marketing principles, and client engagement strategies acquired through education and relevant work experience.
• Strong project management and organizational skills with the ability to independently manage multiple high-profile initiatives, competing priorities, and stakeholders.
• Demonstrated ability to lead complex events and marketing programs from concept through execution, measurement, and post-event evaluation.
• Strong strategic thinking and problem-solving skills, with the ability to anticipate challenges, identify opportunities, and recommend solutions.
• Excellent written and verbal communication skills, including the ability to create compelling client-facing content and effectively communicate with senior business leaders.
• Ability to build strong relationships and influence partners across sales, relationship management, product, and marketing teams.
• Experience using data and analytics to measure marketing effectiveness, evaluate ROI, and inform future decision-making.
• Proficiency with Microsoft 365 applications including PowerPoint, Excel, Outlook, and Teams, as well as Adobe Creative Suite or comparable tools.

Preferred

• Experience with Salesforce, Marketo, event management platforms, or other marketing technology solutions preferred.

Benefits

• retirement benefits (401k and pension)
• health and welfare benefits (medical, dental, vision, spending accounts and disability)
• paid time off
• parental and caregiver leave
• life & accident insurance
• other voluntary and well-being benefits
• discretionary bonus program that may include an equity component