UHNW Marketing Strategist

Requirements

• Five or more years of experience in marketing strategy, advisor consulting, business development, field marketing, wealth management, client success, practice management, or a related client-facing role
• Demonstrated ability to develop strategic marketing recommendations and translate them into actionable plans, programs, or growth initiatives
• Experience supporting high-performing professionals, business owners, advisors, executives, or client-facing teams
• Strong understanding of relationship-based growth strategies, community engagement, referral development, and advisor positioning
• Ability to build trust, influence decisions, and gain commitment without direct authority
• Ability to facilitate strategic discussions and confidently challenge conventional thinking when appropriate
• Experience developing and managing stakeholder relationships across multiple business functions
• Strong business acumen and ability to connect marketing recommendations to business outcomes
• Comfort interpreting data, dashboards, CRM insights, and performance trends to inform recommendations
• Strong presentation, facilitation, and executive communication skills

Benefits

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)