Marketing Manager

We are a $1B hybrid Registered Investment Advisor with a deep client offering across wealth management retirement plans estate planning tax efficiency and corporate benefits. Our Partners launched the firm in 2017 and have been exponentially growing since. We are an innovative client-centric firm that strives for perfection goes out of our way to make every client feel like our only client gives the extra 10% to heighten the experience and treats clients like family. We want our clients to have peace of mind when working through their planning and investment strategies with us. Our firm has big goals and is high growth so we look for individuals that have a natural growth mindset personally and professionally as well. We take good care of our people with an extensive benefits offering Friday lunches getting together at events and always trying to be flexible to match our family first approach.

The Marketing Manager is the primary owner of all things marketing. Its a recently upgraded role with short-term and long-term visions and opportunities. Initially we want this person to come in and learn about our business the different clients that we serve and familiarize yourself with the industry as a whole. From there we expect a resource assessment and then a shift in structure to improve what we have offered historically. You know how to deliver exceptional and meaningful content. You know how to call clients to action. You easily shift the complex into digestible. You are a master communicator but also excel in other areas of marketing like design event planning and management online presence analytics and more.You are going to be tech savvy an adopter of change and always willing to help. You are naturally curious and you are capable of identifying opportunities and managing projects to completion.This is an opportunity to have a high degree of impact on Marketing initiatives moving us into the addition to a well-rounded Marketing background you will be a service-minded creative patient and collaborative individual!

Responsibilities

• Marketing Strategy Development:Design and implement comprehensive marketing strategies aligned with the firms growth goals and brand identity.

• Campaign Management:Lead the execution of digital and traditional marketing campaigns including email marketing social media webinars and events.

• Content Creation:Develop and oversee the creation of high-quality marketing content including blogs newsletters whitepapers and client-facing materials.

• Brand Management:Maintain and enhance the firms brand image ensuring consistency across all channels and materials.

• Website and SEO Management:Oversee the firms website ensuring it is optimized for SEO and user experience while maintaining up-to-date and relevant content.

• Analytics and Reporting:Track the performance of marketing initiatives providing data-driven insights to inform future strategies.

• Collaboration:Work closely with leadership team and financial advisors to understand business objectives and align marketing efforts with these goals.

• Client Acquisition Support:Develop targeted marketing initiatives aimed at attracting high net worth clients and expanding our client base.

• Vendor Relations:Manage relationships with external vendors including graphic designers web developers and advertising agencies.

• Compliance:Ensure all marketing materials adhere to industry regulations and internal compliance standards.

Qualifications

• Bachelors or advanced degree in marketing communications or related field

• Excellent writing editing and proofreading skills and skilled at crafting compelling storylines

• 3 years Marketing experience preferably within wealth management financial planning investment management

• Outstanding organizational skills and attention to detail

• Proficiency in marketing software and tools such as CRM systems email marketing platforms analytics tools and Microsoft Office

• Highly motivated self-starter with the ability to create effective marketing strategies

• Proactive and positive attitude

• Strong interpersonal skills; builds relationships and effectively collaborates with colleagues from adjacent teams

• Maintains diplomatic communication style while comfortably delivering direct and honest insights

• Skilled at synthesizing information from various sources and quickly distilling insights and implications

• Adheres to high standards of data integrity when analyzing and drawing conclusions

• Critical thinker and problem-solving skills

Required Experience:

Manager