Job Description

The Director of Marketing will lead all marketing initiatives and brand development efforts for our client, a financial investment firm. We seek a positive, collaborative leader with strong interpersonal and communication skills who thrives in a team environment. The Director will craft and execute a comprehensive marketing strategy across digital and traditional platforms, strengthening our brand presence in the community and positioning the firm as the premier wealth management firm for discerning investors.

Responsibilities

• Partner closely with Managing Partners and Key Financial Advisors to generate leads and drive overall firm growth.
• Develop and execute a marketing strategy that supports the firm’s long-term vision and short-term objectives.
• Serve as the primary liaison with our external digital marketing agency.
• Craft a compelling value proposition across all marketing materials.
• Build relationships with firm leaders, key Centers of Influence (COIs), and external organizations.
• Oversee all aspects of online and offline marketing, ensuring a cohesive brand message.
• Coordinate high-quality marketing content creation to showcase the firm’s thought leadership.
• Collaborate with the Advisory Team to deliver an exceptional client experience.
• Manage the firm's website, implementing SEO best practices.
• Plan client appreciation events and gather feedback through satisfaction surveys.
• Measure, analyze, and report on marketing performance for continuous improvement.
• Research new marketing opportunities and conduct due diligence on vendors.
• Manage the firm’s marketing budget efficiently.

Qualifications

• 5-7 years of progressive marketing experience, ideally within a professional services firm.
• A strong desire to thrive in a small-company, entrepreneurial environment.
• A proven track record of successful marketing strategies and plans.
• Experience in public relations, media communications, and event planning.
• Strong creative writing skills and confident presentation abilities.
• Proficiency in social media platforms, SEO, email marketing, video production, graphic design, and website management.
• Outstanding interpersonal skills with the ability to engage at all organizational levels.
• A passion for supporting financial advisors and contributing to firm growth.

Education

• Bachelor’s degree in marketing, business, or related field.

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