Director of Marketing Operations

wealth management industry / marketing lead

This Jobot Job is hosted by: Katrina McFillin
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $120,000 - $140,000 per year

A bit about us:

We’re a wealth management firm built around relationships and a shared purpose: helping clients navigate life and pursue their financial goals with confidence. Our culture is collaborative, supportive, and grounded in putting people first. As we grow, we’re looking for a Director of Marketing to strengthen how our advisor teams communicate and bring our brand to life.

Why join us?

Work closely with leadership and make a meaningful impact across the firm.

Join a team that values humility, initiative, and collaboration.

Help shape the marketing function, with room to improve processes and elevate the client experience.

Enjoy comprehensive benefits, including health, dental, vision, 401(k), life and disability insurance, paid vacation, and holidays.

Grow through continuing education and opportunities to give back to the community.

Job Details

You’ll connect firm priorities with day to day marketing execution partnering with advisors, guiding internal resources, and keeping communications clear, polished, and consistent. This role is about sound judgment, relationship-building, and operational leadership rather than deep technical channel expertise.

What You’ll Do:

Turn leadership priorities into clear marketing plans.

Build workflows that reduce last-minute requests and keep projects moving.

Partner with advisors and compliance on messaging, materials, and client communications.

Maintain a consistent brand while allowing advisor teams to express their individual voice.

Elevate client events, presentations, and key interactions.

Guide the marketing coordinator and keep leadership informed on priorities, capacity, and progress

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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