Responsibilities

• Serve as the primary growth marketing partner to Sanctuary’s Partner Firms, developing tailored strategies aligned to firm objectives and target client profiles
• Build consultative relationships with advisors across all stages of the independent advisory lifecycle
• Design and deliver scalable growth playbooks, toolkits, and repeatable programs to drive client acquisition, wallet share, and referrals
• Partner with practice management to identify growth gaps and implement targeted marketing solutions
• Own strategy, vendor selection, implementation, and performance management of lead generation platforms (digital advertising, SEO/SEM, etc.)
• Establish ROI frameworks and adoption metrics across the partner network
• Develop structured approaches for advisors to evaluate and optimize lead generation channels
• Monitor emerging fintech, wealth, tech, and digital marketing trends
• Lead, mentor, and develop a Senior Digital Marketing Analyst
• Establish KPIs, dashboards, and reporting cadences to track effectiveness
• Oversee execution across website strategy, social media, email marketing, paid media, and content marketing
• Translate data insights into actionable recommendations for leadership and advisors
• Partner across business lines to produce compelling, compliant marketing content and collateral
• Drive multi-channel content strategies including social, newsletters, webinars, video, and events
• Guide advisors in building and activating personal thought leadership platforms
• Design scalable, network-wide marketing initiatives adaptable across firms and markets
• Collaborate with business development on recruitment marketing strategies
• Represent the growth marketing function at conferences, summits, and partner events

Requirements

• 10–12+ years of progressive experience in marketing, growth strategy, or business development within wealth management or financial services
• Proven experience working directly with independent financial advisors, RIAs, or transitioning advisors in a consultative capacity
• Deep understanding of the independent advisory model, including P&L dynamics, client segmentation, and growth levers
• Demonstrated expertise in managing and optimizing lead generation platforms and digital marketing programs
• Experience managing and developing direct reports
• Proficiency with CRM systems (e.g., HubSpot), marketing automation tools, and digital analytics
• Strong executive presence with the ability to influence senior stakeholders
• Excellent communication and presentation skills
• Experience within an RIA aggregator, hybrid RIA, broker-dealer, or wealth management platform/TAMP
• Knowledge of marketing compliance within financial services (FINRA, SEC advertising rules)
• Experience across both traditional and digital marketing disciplines
• Bachelor’s degree required; MBA or advanced degree preferred